Handing off your finances, without the headache
Switching accountants sounds painful. We have made it the opposite. Here is exactly what happens from the first call to your first clean monthly close, and what we will need from you along the way.
Simple on paper, thorough in practice
Discovery call
We learn your business, review where things stand, and scope exactly what you need.
Onboarding and cleanup
We take over your books and systems, fix anything behind, and get everything current.
Monthly close
Clean books and clear reports land on schedule, so you always know your numbers.
Advisory and growth
Your advisor turns numbers into decisions: forecasting, tax strategy, and next moves.
The discovery call
We start by listening. On a short call we learn how your business runs, what is working, and what keeps you up at night. We review your current books and systems, identify anything urgent, and map out precisely which services you need.
You leave the call with a clear recommendation and a fixed-fee quote. No pressure, no obligation, and no vague estimates.
Onboarding and cleanup
Once you are on board, we get to work. We gain secure access to your accounts, take over your software, and bring any behind or messy books fully current. If prior periods need catch-up or amended filings, we handle that first so you start from a clean slate.
We set up your chart of accounts, connect your bank feeds and tools, and agree a monthly close date you can count on.
The monthly close
Each month we reconcile everything, review for accuracy, and deliver a tidy package: profit and loss, balance sheet, and cash flow, plus a short note on anything worth your attention. Your books are never more than a few weeks behind reality.
Have a question mid-month? Your named advisor is a message away, at no extra charge.
Advisory and growth
Clean books are the beginning, not the end. As your relationship deepens, your advisor turns the numbers into decisions: forecasting, tax strategy, cash planning, and guidance on the moves in front of you. When you need a CFO, one is already on your team.
We review progress with you regularly and adjust the engagement as your business evolves.
What we will need from you
Onboarding is mostly on us. To get started, we typically ask for a few standard items. We will guide you through every one, and everything is handled securely.
- Access to your accounting software, or a fresh setup if you do not have one.
- Read access to bank and card statements so we can reconcile accurately.
- Prior tax returns and financials, if you have them, to give us context.
- A quick intro to your team or point of contact for questions.
Your first 30 days
A typical first month, from handshake to your first clean close.
Days 1-3
Kickoff, access, and a plan.
Days 4-14
Cleanup and system setup.
Days 15-30
First monthly close delivered.
About getting started
Anything else on your mind? A quick call clears it up fast.
Book a callReady to hand off the books?
It starts with one short discovery call. Book yours today and we will map out exactly how the transition would work for you.