Services
A clear map for tangled finances.
Each engagement is scoped to your situation — organized, documented, and phased. No service is unlimited, and no outcome is guaranteed.
Financial Reconstruction
Rebuild records when books are incomplete, tangled, or years behind. Establish a clear, defensible financial picture and a practical path forward.
- Bookkeeping reconstruction and cleanup
- Multi-year record rebuild
- Account reconciliation
- Defensible documentation
Tax Preparation & Support
Prior-year, amended, and current-year tax preparation, with the documentation to support what's filed.
- Prior-year and amended returns
- Current-year preparation
- Documentation to support filings
- Filing coordination
Contractor & Audit Support
Contractor bookkeeping and tax cleanup, plus workers' compensation and insurance-audit preparation built on organized job records.
- Contractor bookkeeping cleanup
- Workers' comp audit prep
- Insurance audit prep
- Job-cost review
Business Advisory
Startup, growth, job-costing, cash-flow, and operational systems that create a practical path forward.
- Startup and growth support
- Cash-flow analysis
- Workflow and SOP development
- Procurement review
Asset Discovery & Recovery Support
Trace missing payments, refunds, and assets with documented methods. No guarantee of asset existence, ownership, or recovery.
- Payment and refund tracing
- Asset discovery methods
- Documented findings
- Coordination and referral
Pricing & Payment Philosophy
Pricing reflects the real work involved.
Fees reflect complexity, record condition, number of years, transaction volume, deadlines, required research, communication load, deliverables, and whether reconstruction is required before tax preparation or bookkeeping.
Complex financial reconstruction does not begin without a written scope and payment arrangement. A deposit of up to 50% may be required before work begins, depending on the engagement.
Pricing
Fees are based on scope, complexity, record condition, deadlines, and required deliverables. Exact pricing is provided in writing after an initial review. Final deposit and payment policies are confirmed in writing per engagement.
Engagement and payment options
- Paid consultations
- Flat-fee diagnostic reviews
- Fixed-scope projects
- Hourly work
- Phased engagements
- Retainers
- Deposits and milestone billing
- Monthly advisory arrangements
- Rush fees where approved
- Written payment plans where approved
Every engagement depends on scope, complexity, record availability, deadlines, applicable requirements, and written engagement terms. No service is advertised as unlimited or guaranteed.
Next Step
Not sure which service fits?
Request a consultation. We'll clarify the problem, identify the gaps, and point you to the right scope — with realistic expectations and no guarantees.