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ADD-ONS

These add-ons are only available to clients actively enrolled in the Financial Clarity Package.
They’re designed to extend the structure already in place — not replace core services or operate independently.

Forest-view sauna interior

Bank & Credit Card Import Optimization 

When imports become reliable, not reactive.

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Accounting Policy Architecture

Where logic becomes structure that lasts.

Forest in Nature

General Ledger
Cleanup

Turning messy books into stable ground.

Lake

Complex Account

Cleanup

Aligning records with approved policies.

Image by Carson Vara

Ad-Hoc
Retainer

Flexible by design. Structured by default.

Image by Jan Canty

Short-Term
Accounting Support

Bridging gaps without losing structure.

Image by SASI

Sync Historicals
Into Your Forecast

Historical forecast kept current monthly.

Build Structure That Frees You.

 

I’ve designed this system for founders who want clean, consistent financials and the confidence to make decisions without second-guessing.

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If that’s what you’re building toward, I’m here.

Phone

(805) 410-8647

Email

Connect

LinkedIn

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