Accounting and Advisory, built around the decisions you're actually making
Most advisors answer the questions you ask. I focus on making sure you're asking the right ones.
Every engagement starts in the same place. Before we talk about where you're going, we find out what your numbers are actually telling you, and where they're wrong. What comes after that depends on where you are and what you're trying to build.
Three Ways to Start
Every one of them begins with finding out what’s actually true
START HERE
The Diagnostic
Your books get done every month. You're still not sure you'd bet a decision on them.
You'll get a clear read on what your numbers are actually telling you, what the gaps are costing, and what to fix in what order. Cleanup starts immediately, and so does current-month accounting, so you're not waiting to see real numbers.
MOST CLIENTS
Numbers for Freedom™
The business is growing. You're less certain about what it's growing toward.
You'll leave knowing the specific monthly number your business has to produce to fund the life you actually want, and a plan built around that number instead of the next round one.
Also includes the Diagnostic.
BY APPLICATION
Private Client
You don't need more information. You need someone in it with you.
A full year of Numbers for Freedom™, tailored, with direct access as decisions come up.
Only 2 clients at any one time.
Click to Apply
(Currently not Accepting)
Everything above depends on the books being right. Most clients keep us on for ongoing accounting once the Diagnostic is done, and some come to us for the accounting along.
Monthly, fixed fee, tiered by complexity. Cleanup is quoted separately once we know the scope.
Bookkeeping and Accounting
Not sure what you need?
Most people aren’t. We’re here to help guide you wherever you’re at. Book a call and we’ll figure out where to start.