Your finance workflows rebuilt and automated, and your team trained to run them. Ongoing support for as long as you want it.
Book your callWhat changes, area by area.
Every build is scoped to the business. These are the usual areas.
Selection, setup and clean-up
Off QuickBooks, onto what fits
Current state mapped, future state designed
Right roles, clear ownership
AP, expenses, approvals and close
Approval limits, segregation of duties, audit trail
Numbers on time, from the system
The people who run it, trained to run it
Four stages, start to finish.
I map every finance workflow, who touches it, and where it breaks.
What gets automated, what gets rebuilt, and who owns each piece.
I set it up alongside your team, in the tools you already pay for.
The team I built runs it. I stay involved in whatever capacity is useful.
Most clients keep me on. Four ways.
Users, policies, integrations and exceptions
Bookkeeping, reconciliations and close
Budgets, forecasts and monthly packages
Senior oversight on a standing monthly basis
Scoped after the build. Priced monthly. Need the accounting handled too? Add Accounting.
A quick check before you book.
Click a question to open it.
The assessment is a fixed fee, scoped on the call. The build is priced from what the assessment finds. Retainers are monthly.
The assessment is a few weeks. The build timeline comes from the plan.
The team I built runs it. I stay on by retainer if you want me, or you call when you need me.