One-time projects
Need help with one thing? Start with a project.
Not every need is monthly. These one-time projects are scoped up front and billed as a fixed fee, with no ongoing contract.
Financial health check
A review of your books, systems and reporting, plus a written list of fixes in priority order.
Catch-up & cleanup
Books brought current and reconciled, with past errors corrected.
Accounting system setup or migration
Cloud accounting setup, app connections and a chart of accounts built for your business.
Entity structure review
A financial and operational look at how your business is set up (owner pay, intercompany activity, reporting), completed alongside your tax advisor or attorney.
Budget & forecast build
An annual budget and cash forecast you can keep using on your own.
Lender- or investor-ready package
Clean financial statements and supporting schedules for a loan, line of credit or investor.
Job costing or KPI dashboard setup
A tracking system built for your business that you can run yourself or hand to us.
Process & controls review
A map of how money moves through your business, with recommendations to tighten controls.
Sale or succession readiness
Books and reporting prepared to hold up under buyer or family-transition review.
Many clients continue with a monthly package after their project, but it’s never required. Explore packages →
Let’s talk
Ready to talk through your numbers?
Book a free 30-minute call. We’ll talk through where your business is today, what you need next, and whether a monthly package or a one-time project fits, with no obligation.