What do you need help with right now?

1) Get Organized (Foundation / Cleanup & Setup)

Best for: early-stage businesses, new entity setup, or anyone behind on books.

  • I haven’t tracked my business transactions and need someone to organize everything into clean, accurate financial reports (P&L, Balance Sheet, cash summary).

  • I need a one-time setup to track income and expenses properly going forward (chart of accounts + categories + process).

  • My books are messy or behind, and I need catch-up bookkeeping so I can see where I stand.

  • I’m not confident my records are correct, and I need a cleanup to ensure everything is accurate and usable.

2) Gain Insight (Growth / Optimization & Decision Support)

Best for: growing businesses that track expenses but need guidance, visibility, and better decision-making.

  • I track expenses but need financial insight to understand what’s driving profitability and where I can improve.

  • I want clearer reporting (monthly financials + KPIs) so I can make decisions with confidence.

  • Cash flow feels unpredictable, and I need forecasting so I can plan ahead.

  • I need fractional Controller/CFO support to help guide strategy, budgeting, pricing, and growth decisions—without hiring full-time.

3) Be Audit‑Ready & Optimize

Best for: established companies preparing for an audit, financing, investor diligence, or building an internal finance team.

  • I have a team, but we need hands-on audit readiness support—from choosing an auditor to getting through the audit successfully.

  • I need to ensure our accounting is US GAAP‑compliant, including stronger close processes, documentation, and internal controls.

  • I need audit-ready financials and schedules (supporting documentation, reconciliations, policies, and consistency).

  • I want help building or hiring my finance/accounting team, and a transition plan so the work can move in-house smoothly when we’re ready.