Project Services

Focused Financial Help For One-Time Projects & Transitions

Year-Round Guidance To Help You Navigate Taxes With Peace Of Mind

If you’re preparing for a major business milestone, cleaning up your books, or need help with a specialized financial project, we’re here to help.

Bookkeeping Audit

A one-time strategic assessment to help you understand where you are and where to go next.

Our Bookkeeping Audit is a deep dive into your financial reports, operational systems, and key performance metrics. This is ideal for business owners who want expert insight without committing to ongoing advisory support.

You’ll walk away with a clear view of your current financial standing and practical recommendations for improvement.

IN THIS AUDIT, YOU’LL RECEIVE:

A detailed review of your books, systems, and operations
Identification of KPIs and opportunities for growth
A one-on-one strategy session to walk through our finding
Two weeks of follow-up support via email for clarity and implementation

Our bookkeeping audit is a one-time investment starting at $1,500.

Ready to tackle your bookkeeping audit with clarity?

Bookkeeping Clean up

A fresh start that gets your books caught up, corrected, and ready for what’s next.

If you’re preparing for tax season, transitioning systems, or just need to get organized, this service gets your books fully up to date. We’ll handle the clean-up so you can move forward with clarity and confidence.

IN THIS CLEAN UP, WE WILL

Organize and reconcile historical transactions
Correct errors and align your records
Deliver tax or transition ready books you can rely on

Bookkeeping clean up project investments vary based on the level of support you’re looking for.

Ready to feel confident in your books and get everything up to date?

Other One-Time Business Projects

Targeted financial guidance for complex projects that require extra care and expertise.

Whether it’s a one-time initiative or something a little more challenging, we provide the expertise and hands-on guidance you need to move forward with clarity.

PROVIDING YOU FINANCIAL GUIDANCE WITH:

Sales tax compliance support
Mergers & acquisitions assistance
Payroll software setup or migration
Team compensation & bonus structure reviews
Pricing model design for project-based work
Financial forecasting & projections for business planning

Project investments vary based on the specific services and level of support you’re looking for.

Ready to tackle your next financial project with clarity?