From first call to your first verified close.
A clear, staged process — and no sensitive documents until there's a secure channel and a signed engagement.
1. Financial Control Review
A free, confidential call. You describe the firm or practice; we ask about entities, accounts, volume, and where the books stand. No documents needed yet.
2. Scoped proposal
You receive a written scope: what's included, what's excluded, the package fit, and the fee. Nothing starts until you sign.
3. Secure information request
After engagement, we request access and records through a secure channel — never through the website or plain email.
4. Assessment & cleanup (if needed)
We assess record condition. If cleanup or trust/lien remediation is required, it's scoped and completed first so the monthly engagement starts clean.
5. First verified monthly close
Your first full close: financials, trust or lien reconciliation, and the exception list — reviewed with you.
6. Ongoing rhythm
Monthly close and reporting, quarterly tax projections, and (in CFO tiers) monthly strategy meetings and quarterly planning.