Single Projects

Catchup/Cleanup

For clients who don’t know where to start but want a clean slate.

  • Introductory call

  • Comprehensive Financial review

  • Assessment report (“Plan of Attack”)

  • Implementation of changes

Two Hour “Audit”

For clients who want a quick look into the current state of their financials.

  • Introductory call (30 minutes)

  • Comprehensive Financial review

  • Assessment report

  • Closing call (30 minutes)