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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.
The actual sequence, start to finish.
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.
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.
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.
Including whatever you'd need to run it yourself next time, if that's what you'd prefer.
Quoted individually. Fixed price wherever the work can be scoped, hourly with an agreed ceiling where it genuinely can't.
Software migrations, lender and investor reporting packages, cleanup ahead of a sale, custom recurring reports, and second opinions on work somebody else did. If it involves your financial records, start the conversation and we'll tell you quickly whether it's something we should be doing.
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.
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.
Monthly reconciliation, coded transactions, and financial statements — every month, on an agreed turnaround.
Custom KPI dashboards and reporting beyond the standard monthly statements.
An annual or rolling budget built line-by-line off your real spending history — not a template.
A free 20-minute consult, no obligation.