How We Work

Step 1: Understand Your Situation

Initial Call (30 minutes)

• • What's broken or not working?
• • What does success look like?
• • What's the timeline?
• • Are we the right fit?

Assessment (If It's a Fit)

• • Review current financials
• • Understand systems and processes
• • Identify gaps and issues
• • Assess technical complexity
• • Determine scope

Deliverable: Clear proposal with approach and next steps

Step 2: Fix the Foundation

Most engagements start here. What we fix:

• Clean up messy books (if needed)
• Fix broken processes
• Implement proper controls
• Establish accurate baseline
• Document everything properly

Timeline: 4-12 weeks depending on situation.

Without clean, accurate books, everything else is guesswork. Can't make good decisions with bad data.

Step 3: Handle Technical Work

What we handle:

• Technical accounting research and position memos
• Complex transaction documentation
• Revenue recognition issues
• Crypto and digital asset accounting
• Audit preparation and support

Defensible positions survive scrutiny from auditors, buyers, investors, and regulators.

Step 4: Improve Operations

Once foundation is solid:

• Faster month-end close
• Automated processes where appropriate
• Real-time reporting and dashboards
• Cash flow forecasting
• KPI tracking

Timeline: Ongoing improvement over 3-6 months.

You know where you stand without waiting weeks. Finance becomes an asset, not a bottleneck.

Step 5: Support Major Decisions

Strategic support when needed:

• Business sale preparation
• Fundraising and investor relations
• Major operational changes
• Growth planning and modeling
• Tax strategy and structuring

Timeline: Project-based or ongoing. Senior finance thinking when it matters most.