Start from a clean set of books.
Fixed-fee projects for when the books are behind, the balance sheet is wrong, or you need one thing done well before deciding anything else.
When you need this
The books are behind, the balance sheet is wrong, or a decision needs a budget, a projection or a valuation-grade set of numbers, and it needs to be right once.
What we look at
— The oldest month the books were last trustworthy.
— Every balance sheet account.
— Loan, card and payroll balances against statements and filings.
— The chart of accounts against the business.
— The systems and who touches them.
What we build or change
— Catch-up bookkeeping (months or years).
— Balance sheet correction.
— Chart of accounts redesign.
— Accounting system setup or migration.
— Budgets and projections for a specific decision.
— Loan packages.
— Due diligence support when buying or selling.
— Interim controller coverage during a departure.
Every project: a short call and a look at your file, a written scope with a fixed fee and a finish date, then clean books and a written summary of what we found.
What changes for you
What you get
A reliable starting point and a document that explains what was wrong.
What improves
The business can file, borrow and report on real numbers.
What you can now decide
Whether to have us keep the books that way. Many projects turn into ongoing engagements. None have to.
What it looks like
Sample cleanup summary
Fixed-fee project · written at completion
1.
Where the books were last trustworthy, and why
2.
What was wrong: undeposited funds, two loans booked as income, payroll liabilities unreconciled since March
3.
What was done, account by account
4.
Balance sheet at completion, every account tied to a statement or a schedule
5.
Open items that need the owner's decision
6.
Recommendation: who keeps it right from here
Sample. Every project ends with a document that explains what was wrong and what was done.
Questions we get about this
How far back can you go?
As far as the records go. The cleanup starts at the oldest month the books were last trustworthy.
Is it really a fixed fee?
Yes. Written scope, fixed fee, finish date, before any work starts.
Do we have to keep working with you afterward?
No. Many projects turn into ongoing engagements. None have to.
Related
Tell us what's going on. We'll tell you what we see
One conversation with Chris, no deck. He'll tell you what he sees and what it would take to fix it, including if the answer is that you don't need a CFO yet.
Chris Greco, Founder and President.
Your first call is with him, not a sales team.