NOT SURE WHAT YOU NEED?
Start with the problem.
Most people don’t arrive knowing which service they need. They arrive knowing something feels wrong. Find the one that sounds like your week.
My revenue report doesn’t match my bank deposits.
Fees, refunds, payout timing, and sales channels are landing in the books differently than they land in the bank.
Reconcile every sales platform and payment processor to the bank, then fix what caused the gap.
I moved to a new accounting system and I don’t trust the numbers.
Opening balances, receivables, inventory, or history can shift in a migration, and often no one checks.
Validate the new file against the old one, balance by balance, and correct what moved.
My books are months behind.
Transactions pile up, reports can’t be trusted, and every decision waits on the catch-up.
Catch up one month at a time, then set up a close you can keep.
I can’t tell which customers, channels, or products make money.
Revenue is visible, but fees, shipping, discounts, and time aren’t tied back to where they came from.
Build a profitability model from reconciled books.
We’re profitable on paper but short on cash.
Inventory, receivables, payroll timing, and sales tax can pull cash out faster than profit comes in.
Build a cash flow forecast and trace where the cash is going.
I’m deciding whether to hire, expand, or take a big order.
Each yes changes your cash position for months or years.
Model the decision before you commit to it.
A lender or investor wants my financials.
They expect clean books, consistent reporting, and answers to predictable questions.
Check the foundation, fix what’s weak, and prepare the package and the story.
I get reports every month and still don’t know what they say.
The reports were built to close the books, not to answer the questions you’re asking.
Walk through your own reports and rebuild them around the questions that matter.
My board or partners need reporting I can’t produce.
Restricted funds, budget versus actual, and board packages need a structure most books don’t have.
Set up the structure and build a reporting package you can repeat.
What happens on the call
Before the call
Nothing to prepare, but these help if you have them:
- The accounting system you use today
- One report that looks wrong, or one decision on the table
- Any deadline, such as a lender, investor, or filing date
Based in NYC (Eastern Time Zone).