Stage 3 · Monthly
We keep it running. Every month.
Books closed. Report delivered. Thirty minutes with us on what changed and what to do about it. A fixed monthly fee, quoted up front.
The rhythm
A typical month.
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Books close on the 10th, the report lands on the 12th, and we meet on the 15th.
What changed
The three numbers, and the one that moved.
Why
The customer, crew or cost behind it.
What to do
One decision, made. Written down. Checked next month.
What’s included
All four floors, every month.
Included
- The Books: sorted, reconciled, closed on a fixed date
- The Controls: exceptions logged and reviewed
- The Reporting: the one-page report, same day every month
- The Counsel: thirty minutes with us, plus a call when something comes up
- Your CPA handed clean records at year end
Priced separately
- A loan, a location, a sale — bigger questions get their own session
- Tax, audit, payroll filing — your CPA and payroll provider
No long contract. Month to month, because the report should earn its keep every time it lands.
Work with us
Most clients are here within three months.
Read, Build, then this. Start with the Read.