Custom & Ad-Hoc Work
Every list of services is incomplete. The work that matters most to a particular business is often the thing nobody thought to put on a page, a lender wants a package in a format you've never produced, a partner change needs numbers nobody has assembled, or one specific report would change how you run the month.
What's included
- A conversation about what you actually need before anything gets quoted
- A written scope with a fixed price wherever the work can be scoped
- An hourly arrangement with an agreed ceiling where it genuinely can't be
- A straight answer when something falls outside what we should be doing
Who it's for
- Businesses with a reporting or cleanup need that no standard package covers
- Owners preparing for a loan, a sale, a partner change, or an investor conversation
- Companies migrating accounting software who don't want to lose the history
- Anyone with a recurring reporting need no standard package covers
How it runs
The actual sequence, start to finish.
- 01
Describe the problem
Not the solution you think you need, but the outcome you're after. They are frequently different, and the gap between them is where the useful work sits.
- 02
Scope it honestly
If it's a two-hour job we'll tell you it's a two-hour job. If it's larger than you're expecting, you'll hear that before you commit rather than after.
- 03
Price before starting
Fixed where it can be fixed, capped where it can't. No open-ended meters and no invoice that arrives larger than the conversation implied.
- 04
Deliver and hand over
Including whatever you'd need to run it yourself next time, if that's what you'd prefer.
What it costs
Quoted individually. Fixed price wherever the work can be scoped, hourly with an agreed ceiling where it genuinely can't.
Questions about custom & ad-hoc work
What sort of things does this actually cover?
Software migrations, lender and investor reporting packages, cleanup ahead of a sale, custom recurring reports, and second opinions on existing work. If it involves your financial records, start the conversation and we'll tell you quickly whether it's something we should be doing.
What won't you take on?
Audit and review engagements, formal representation in a tax dispute, and legal or investment advice. Those require a different licence, and we would rather refer you to somebody who holds it.
Is there a minimum engagement?
No. Small pieces of work are often the most useful ones, and we'd rather do a two-hour job properly than inflate it into a package you didn't need.
More questions answered on the FAQ page.
Often paired with
Bookkeeping
Monthly reconciliation, coded transactions, and financial statements, every month.
Financial Reporting
Custom KPI dashboards and reporting beyond the standard monthly statements.
Budgeting & High-Level Analysis
A budget built off your real numbers, and the analysis that shows you exactly what is driving your results.
Ready to talk about custom & ad-hoc work?
A free 20-minute consultation, no obligation.