One-Time & Advisory Services
Startup Launch
QBO/Xero setup, chart of accounts, workflow templates, and a 1-hour onboarding consult for new businesses.
Startup Pro
Includes historical cleanup, custom SOPs, integrations, and tax-ready financials. Ideal for growing or transitioning businesses.
New Business Formation
LLC + EIN setup, templates, chart of accounts, and system setup to get your business started right.
Financial System Cleanup
Fix messy books, reconcile errors, and restructure your chart of accounts for accurate, audit-ready financials.
Inventory / COGS Workflow Audit
Review your inventory and cost flow processes for margin clarity and better purchasing decisions.
Job Costing Workflow Audit
Custom setup for tracking labor, materials, and overhead by job. Great for contractors, builders, and project-based teams.
Project Accounting & POC Revenue Setup
Create accurate WIP schedules, track earned revenue, and apply percentage-of-completion accounting for long-term jobs.