Advisory
Advisory work for the moments between annual financials — systems, controls, readiness, and the projects that keep them moving. Scoped to the problem, delivered on schedule.
The Financial Readiness Program
Clean books don't just matter on audit day. They matter at tax time, at the board meeting, and every time a lender or owner asks “can I trust these numbers?” Our program builds that reliability year-round: schedules kept clean, balances reconciled, support documented — so you're ready whenever the moment calls for it, whether that's an audit, a tax filing, or a report to leadership.
Three levels of engagement, one outcome: books that hold up to scrutiny, whoever's asking.
Liaison
Your team keeps the books; we handle the scrutiny. Documentation prep, sample support review, and direct coordination with whoever needs the answers — your auditor, your tax preparer, or your own leadership.
Managed
Everything in Liaison, plus the bookkeeping behind it — monthly close, key reconciliations, and transaction classification handled so your records stay ready year-round, no matter the use.
Comprehensive
A full outside accounting function — the support you'd hire an outsourced CFO or controller for — scaled to your needs, whether that's an audit, tax filing, or ongoing internal reporting. Close, reconciliations, documented workflows, and the outside relationships, all carried by one firm.
For clients undergoing an external audit, every engagement is scoped with AICPA independence requirements in mind — we prepare you for your audit firm, and we're careful about which hats we wear.
Scoped Engagements
Internal Controls Consulting
Control design and testing sized to your organization — segregation of duties, approvals, close procedures. Strong enough to protect you, practical enough to follow.
System Selection & Implementation
Accounting system selection, migration, and implementation — chart of accounts, workflows, and reporting built right the first time, with your close process in mind from day one.
Special Projects
One-time projects that don't fit a category — defined scope, written deliverable, clear end.