Financial Foundations Accelerator

Get audit-ready books and real-time clarity in just 60 days. Perfect for businesses ready to move beyond DIY bookkeeping and establish a clean, compliant financial system. Includes: kickoff strategy session, full-charge cleanup, GAAP reporting, cash-flow dashboard, and team training. Free up time, eliminate surprises, and make confident decisions with a solid financial foundation

  • Kickoff Workshop
    Map current processes, define goals, and identify pain points in your accounting workflow.

  • Comprehensive Cleanup
    Clean up your general ledger, AR/AP, payroll, and sales tax to ensure accuracy and compliance.

  • Reliable Month-End Close
    Deliver GAAP-compliant financial statements each month, complete with variance analysis and commentary.

  • Custom Cash-Flow Dashboard
    Visualize working capital, burn rate, and key metrics in a single, easy-to-read Excel dashboard.

  • Team Training & SOPs
    Equip your staff with documented procedures and one-on-one coaching to maintain consistency and efficiency.

By the end of this accelerator, you’ll move from manual spreadsheets to a streamlined, audit-ready system, freeing up time and giving you the confidence to drive growth.

💰 Financial Foundations Accelerator

Starts at $1,700/mo + $3,000 (one-time project fee) 7 - 9 hours/month
Includes full-charge bookkeeping cleanup, GAAP reporting setup, cash-flow dashboard, and team training.
Perfect for businesses ready to move from DIY accounting to a clean, audit-ready system.

Roadmap