Financial Visibility
If you don't know where the money is going, every decision is a guess.
$1,750–$2,000/mo | Starting at $3,500 on a 2-month contract
Strategy & mappingBuild & implementationTraining & documentationOngoing guidance
What You’re Up Against
- Monthly close drags on for weeks
- Uncategorized expenses pile up
- No visibility into margin by service line or project
- Leadership doesn't trust the numbers
What This Service Does
You cannot fix what you cannot see. Busy does not mean profitable. Revenue does not mean healthy. Without clear numbers, decisions turn into guesses. Guesses get expensive.
- Chart of accounts cleanup and restructuring
- Transaction categorization rules and validation
- Cash flow visibility and margin tracking
- Monthly close process with clear ownership
What We Deliver
- Monthly close in days, not weeks
- Numbers leadership can actually trust
- Visibility into what's profitable and what's not
- Decisions based on data, not guesses
Who It’s For
- Owners who don't trust their financial reports
- Teams with messy books and no clear close process
- Businesses needing margin visibility by service or project
Who It’s Not For
- Companies with no bookkeeping at all (hire a bookkeeper first)
- Businesses looking for ongoing accounting services
Why This Works
- This is Layer 2 of the Constraint Pyramid. It comes right after Operations.
- Clean books alone are not enough. You need to understand them.
- We set up processes your team can run monthly without us.
- No ongoing retainer required. We fix it and hand it off.
Ready to move?
We’ll map the work, implement with guardrails, and leave your team trained and in control.