Services

Three engagements

From payout matching to the board pack

Start with the engagement that fixes today’s problem and add the others as the questions grow. We can build the books from scratch or work next to your existing bookkeeper.

Services

Three engagements

From payout matching to the board pack

Start with the engagement that fixes today’s problem and add the others as the questions grow. We can build the books from scratch or work next to your existing bookkeeper.

How they fit

Close first, then the rest

Close, then cash, then CFO

The monthly close is the foundation. Cash planning works from its numbers, and CFO reviews work from both. Combine them when the scope calls for it.

How they fit

Close first, then the rest

Close, then cash, then CFO

The monthly close is the foundation. Cash planning works from its numbers, and CFO reviews work from both. Combine them when the scope calls for it.

Boundaries

Who owns what

We keep the books, not the tax return

Boundaries

Who owns what

We keep the books, not the tax return

  1. 1

    Any cleanup work is identified and scoped before an ongoing engagement

  2. 2

    Your tax, legal and specialist advisers keep their roles

  3. 3

    Your systems stay in your accounts. Access comes after engagement, on terms you set

Bring the messiest month. We’ll scope from there.

Not sure which one fits? The scope page shows what moves the fee.

Bring the messiest month. We’ll scope from there.

Not sure which one fits? The scope page shows what moves the fee.

Bring the messiest month. We’ll scope from there.

Not sure which one fits? The scope page shows what moves the fee.

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