We work for you, not the other way around.
Most financial service engagements are opaque by design. You hand over your records, something happens, and eventually you get a bill and a result. We do it differently. Every engagement starts with a clear scope, a fixed price, and a defined process so you always know what's happening and why.
From first contact to ongoing service.
- 01
Free Initial Consultation
We start with a no-pressure 30-minute call to understand your situation, what you need, and whether we're a good fit. No obligation on either side.
- 02
Written Proposal
You receive a clear written proposal with a fixed monthly rate or project fee. No hourly billing surprises, no scope creep without your approval.
- 03
Onboarding & Setup
We connect to your accounts, review historical records, and get your books into a clean, organized state. This typically takes one to two weeks depending on the complexity of your situation.
- 04
Monthly Reporting
Every month you receive a plain-language summary of where your money went, how your cash flow looks, and anything that needs your attention.
- 05
Quarterly Check-Ins
A short call each quarter to review progress, adjust projections, and make sure nothing is falling through the cracks before it becomes a problem.
- 06
Year-End Filing
We handle your annual filings with the same attention we give the rest of your engagement. No scrambling in April, no missing documents.
We will tell you things you might not want to hear.
If your books are a mess, we'll tell you. If a business decision looks financially risky, we'll say so. The goal is not to make you feel good about your finances — it's to make your finances actually good. We find that most clients appreciate the directness once they're used to it.