How it works
From messy books to a predictable monthly close.
A structured onboarding, a documented process, and a fixed calendar — so you always know what is happening with your finances and when.
Discovery & assessment
We review your current books, systems, and reporting gaps, then scope the exact work required.
Onboarding & clean-up
We migrate access, document your workflows, and bring historical records fully current.
Ongoing operations
Your dedicated pod runs the monthly cycle and delivers reporting on a fixed calendar.
Engagement timeline
What the first month looks like
Day 1–3
Discovery call and scope
A 30-minute call to understand your entity structure, transaction volume, systems, and reporting needs. You receive a written scope and a fixed monthly fee.
Week 1
Access, security, and handover
We set up least-privilege access to your accounting stack, document current workflows, and agree on a monthly close calendar with named owners.
Week 2–4
Clean-up and first close
Historical periods are reconciled, the chart of accounts is tidied, and we run your first monthly close under the new process.
Ongoing
Steady-state operations
Your pod runs bookkeeping, payroll, AP, AR, and reporting on a fixed calendar, with a monthly review call and quarterly scope check-in.
What you receive every month
See the process applied to your books.
Bring your current setup to a discovery call and we will map the exact onboarding plan for your business.