Accounting Refresh

Eight-week engagement

The reports come out late. The numbers are hard to trust. Leadership is making decisions on gut feeling instead of real data because the real data either isn't there, or no one has time to make sense of it. That's not a crisis. But it's costing you.

Maybe your team is stretched thin and running on habit rather than process. Maybe you've outgrown the setup you started with but haven't had the bandwidth to fix it. Maybe you're heading into an audit, a board meeting, or a budget cycle and you already know something's off — you just can't put your finger on it.

This is what an accounting refresh is for. Not a full overhaul, not a judgment. One focused engagement, one real problem solved. We identify the root cause of your biggest challenge and fix it — with your team. You'll come out the other side with processes that are documented, a team that feels capable, and reporting you can actually use.

Depending on where the pressure is, support can address:

• Audit season — reactive and scrambling? You'll have a clear process instead.
• Budget vs. actuals — not using your numbers to make corrections throughout the year? Now you will.
• Board reporting — leadership making major decisions with an incomplete picture? That changes.
• Financial statement accuracy — late or unreliable reporting is eroding trust. Let's fix the source.
• Forecasting and cash flow — making strategic decisions blind? You'll have the tools to see ahead.
• Risk and controls — undocumented processes create inefficiency and exposure. We'll change that.
• Team burnout and bottlenecks — your bookkeeper shouldn't be white-knuckling it through month-end.

Your situation shapes the engagement. Whatever is most broken, that's where we start. The goal is a focused, high-impact intervention on your biggest priority, not a sprawling project that loses momentum halfway through.

Accounting Transition Support

Eight-week engagement

Most organizations aren't built to absorb the sudden loss of a senior finance leader. That's not a failure — it's just reality. This is what interim support is for.

When a Director of Finance or Controller walks out the door, the pressure on your team is immediate. Your inbox is already filling up. Your team is looking to you for answers you don't have yet. And the month-end close isn't waiting.

That's where I come in. You focus on finding the right person and I'll make sure nothing falls apart in the meantime. Your team stays supported, nothing gets lost in the handoff, and the work keeps moving. You get peace of mind and the breathing room to make a smart hire — and your new hire will walk into a well-documented, stable operation set up for their success.

Depending on your situation, support includes:

• No gaps in financial oversight — statements, forecasts, and reporting stay accurate and on time.
• No cash flow surprises — vendor payments and receivables stay on track.
• No leadership vacuum — your team has a senior presence to guide them, answer questions, and keep momentum through the uncertainty.
• No blind spots in the hiring process — a CPA in the room when it counts.
• No lost institutional knowledge — a documented onboarding plan for whoever comes next.

Your priorities shape the engagement, not a checklist. You can expect clear, frequent communication throughout and a steady, experienced presence to lean on.

Fractional Financial Leadership

Built around you

Some organizations don't need a project — they need a senior financial presence. Fractional financial leadership gives you CPA-level expertise without the cost of a full-time hire, built entirely around what you actually need.

Whether you need strategic support on a recurring basis, help navigating a specific season of growth, or a steady hand guiding your finance function while you figure out what's next — this is built around you. There's no standard package because there's no standard situation.

What this can include:

• Monthly or quarterly financial oversight and reporting.
• Strategic advisory support for leadership and boards.
• Budget development, forecasting, and cash flow planning.
• Finance team mentorship and development.
• Decision support for growth, restructuring, or transition.
• Risk assessment and mitigation.
• Ad-hoc project support.

Every engagement is scoped to your priorities. We'll talk through what you're carrying and design something that fits.