We review and restore your books to a clean, consistent state.

Starting at: $1,800.​

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Clean-Up Packages​

• 1–3 Months Behind (Light Clean-Up) — Designed for accounts that fell slightly behind. We reconcile, clean up transactions, and bring the books current with a clear structure.

• 4–12 Months Behind (Standard Clean-Up) — Built for deeper backlogs. We rebuild month-by-month accuracy and organize documentation so reporting is credible.

• 12+ Months / Multi-Year Clean-Up — For books that require reconstruction. We restore historical accuracy so year-end reporting is clean and dependable.

• Complex Clean-Up (Mixed Use / High Variability) — For mixed business/personal activity, multiple accounts, or high volume. We restore clarity and trust in the numbers.

This is where we move from clean books to strategic growth. We use your numbers to plan cash flow, set budgets, and support decision-making; it’s all about forward-looking strategy.

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• CFO Blueprint — A one-time deep dive into finances to see what is working, what isn't, and to build a clear, transformational business action plan with performance insights to move forward. Starting at: $5,000.

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• CFO Foundations — Cash flow planning, budgeting, financial goals, and reporting built from clean numbers for clear decisions. Starting at: $2,000/mo.

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• CFO Performance & Insights — KPI tracking, financial analysis, and performance reporting that highlights what's working, what's not, and what needs improvement, to create a clear vision. Starting at: $3,000/mo.

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• CFO Strategy & Planning — Forecasting, scenario planning, and goal-based financial strategy to anticipate what's ahead, evaluate opportunities, and make confident decisions, followed by clear actions. Starting at: $4,000.

Gain a clearer understanding of what each job is really costing your business. We evaluate your current job-costing processes, identify gaps in how costs are tracked, and develop practical systems tailored to how your business operates. After implementation, we review three months of results to evaluate performance, identify remaining challenges, and adjust the system as needed for more reliable job profitability insights.

Starting at: $2,500.