Consulting that works for you
Practical guidance. Real results.
When you're facing a financial challenge or operational shift, sometimes you need more than recurring support — you need a focused partner to help you solve a problem, clean up a mess, or build something new.
Our consulting services are designed to bring clarity, speed, and structure to your most pressing financial needs. Whether it’s a one-time engagement or a project that runs over several months, we tailor every step to your goals.
Why work with us?
Clear scope. Tangible outcomes.
We don’t bill endlessly or leave you with abstract recommendations. Every project starts with a concrete plan and ends with real results.
Deep experience. No ego.
We’ve worked in the weeds and at the strategic level — and we know how to meet people where they are, whether it’s your staff accountant or your board chair.
Flexible, independent, and transparent.
We’re not trying to sell you on long-term services you don’t need. If you need us for a project and nothing more — that’s perfectly fine with us.
Common engagements include:
Accounting system implementation or migration
Moving to QuickBooks or Xero? Changing your chart of accounts? Implementing a new POS that needs to be integrated? We’ll help you design, map, and migrate the right way.
Process evaluation and internal controls
We assess your current workflows, identify bottlenecks or risks, and recommend improvements that enhance efficiency and reduce errors or fraud risk.
GAAP cleanup and file reconstruction
Behind on reconciliations? Historical records a mess? We specialize in getting your books back into shape.
Financial statement prep or analysis
From adjusting entries to footnote-ready reporting, we can help you get across the finish line for audits, lenders, or management reviews.
Valuation prep and exit planning support
If you’re considering a sale, seeking investment, or transitioning ownership, we can help you understand the numbers, prep the data room, and communicate clearly with your advisors.
Have something else in mind? Just ask. If it's finance or operations adjacent, chances are we’ve seen it before. If not, we’ll point you in the right direction.