Start with a 30 minute review.
A short conversation covering your entity structure, the systems you run on, where the books stand today, and whether this firm is the right one to take it on.
9:30 AM to 2:30 PM ET, Monday through Friday
Within 24 hours, and usually sooner during office hours
Fully remote, serving clients nationwide
From $1,500 per month, scoped individually
Three steps, no obligation.
You send the details
Entity structure, the platforms you use, roughly where the books stand, and what your board or advisors need from them.
Within 24 hoursWe talk for 30 minutes
What the finance function needs to become, which tier fits the structure, and an honest answer if the right move is a hire rather than a firm.
At your convenienceYou receive a scoped quote
A fixed monthly fee against your actual structure, with any cleanup or catch-up work quoted separately and in advance.
After the callIf tax return preparation is the primary need, this is not the right fit, and we will say so rather than take the engagement. We are glad to point you toward a CPA instead.