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Separately Scoped Add-On
Accounting Policy Architecture
For complex areas like revenue recognition, inventory costing, asset amortization, or internal controls, this add-on creates a formally documented accounting policy built around your real operations, tested against actual transactions, and structured for internal or external review.
The project is structured in three phases, each scoped and engaged independently.
How it works
Three phases. Each scoped independently.
01
Policy drafted and tested
A formal accounting policy is drafted, tested against a reasonable sample of your actual transactions and workflows, and delivered as a complete draft ready for internal or external sign-off.
02
Audit and board support available
If needed, support is provided for external review processes including board presentations, audit calls, and post-meeting revisions tied directly to the Phase 1 policy draft.
03
Policy implementation available
When scoped, the finalized policy is applied into your accounting system through journal entries, reconciliations, and workbook configuration based on the completed policy documentation.
By Phase
What Each Phase Delivers
PHASE 1
Policy Testing and Drafting
Testing against actual transactions and workflows
Policy documentation scoped to your GL
Targeted meetings to refine the draft
Delivery of a fully tested policy draft
Concludes upon delivery of the tested policy draft. Material corrections included within 30 days.
PHASE 2
Audit and Board Support
Presentation prep and formatting
Attendance at board meetings or audit calls
Post-meeting revisions tied to Phase 1
Concludes 30 days after the last support service if no material activity toward external sign-off.
PHASE 3
Implementation
Journal entries and reconciliations
Workbook buildout or configuration
Up to 24 months of historical adjustments
Internal walk-through if requested
Concludes upon posting of all scoped entries and reconciliations tied to the finalized policy.
What's Not Included
New policies beyond the original scope
Forecasting or scenario modeling
Full population testing or audit-level assurance
Retroactive adjustment for business model changes after drafting
Ongoing maintenance or updates after delivery
Onsite work
All policies remain management-owned. Final approval and interpretation remain with management and/or the client’s auditor. Policies are structured under Generally Accepted Accounting Principles (GAAP) guidance using materiality considerations appropriate for the engagement.
Pricing
Separately scoped per engagement.
Each policy project is scoped and priced based on complexity, subject area, and system structure.
Phase 1
Phase 2
Phase 3
Usually starts at $6,000*
Scoped separately when needed
Scoped separately when needed
* Final pricing depends on policy complexity, transaction volume, documentation needs, and whether implementation support is included. Simpler policies may be scoped separately.
Build Structure That Frees You.
Designed for founders who want clean, consistent financials and the confidence to make decisions without second-guessing. If that’s what you’re building toward, I’m here.