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Summary

A two-minute overview, built to respect your time.

“Is this the right firm for you?” - Section 1 Foundation

Who Is this for?

This work is designed for founders and operators whose businesses have outgrown basic bookkeeping and now require disciplined financial structure. It fits teams that already have day-to-day work handled but want clean systems, consistent closes, and reporting that remains reliable as operations grow, without relying on reactive or open-ended support.

Accuracy > speed
Clarity > comfort
Structure > fire drills
Humans > dashboards
Boundaries > burnout

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Do not explain each one.
Let them stand.

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Silence creates authority here.

Operating Principles (How this firm operates)

Not services. Outcomes.

Translate into:

  • What gets fixed

  • What improves

  • What disappears

Example:

  • Reporting chaos

  • Close delays

  • Decision fog

  • System drift

  • Founder anxiety around numbers

What You Actually Do? (What gets fixed / outcomes)

What You Don’t Do?

This builds trust immediately.

“Not a tax shop.”
“Not bookkeeping.”
“Not hourly chaos.”
“Not CFO-for-everyone.”

"Not an on-call CPA"

Management / Leadership

Controller Level Support

Transactional Support

  • Strategy

  • Business Decisions 

  • Board Meetings / Preparation

  • Company Direction

  • Team Leadership

  • Forecasting

  • Policies & Controls

  • Month-End Close Oversight

  • Financial Reporting

  • Financial Integrity

  • Standardization

  • Optimization

  • Data Entry

  • Bookkeeping 

  • Payroll Processing

  • Bank & Credit Card Reconciliations

  • Sales Taxes

  • Property Taxes

  • Invoicing (AR)

  • Bill Payment (AP)

SECTION 2 — MODEL

“How the engagement actually works.”

How It Works (Simple, Honest)

Two phases, clearly.

No jargon. No hype.

This removes confusion early and qualifies leads for you.

Simple vs Complex (do not skip)

Why Fixed-Price, Fixed-Scope

Fixed-price, fixed-scope exists because Controller work is often misunderstood as either a full-time hire or an open-ended advisory role, when its highest value actually comes from designing and protecting financial structure. This model replaces time-based availability with outcome-based delivery, focusing on building systems that hold up month after month rather than reacting to noise.

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By productizing that structure, businesses gain access to deep, concentrated expertise without the cost, risk, or dependency of a permanent hire, while retaining control and clarity as they scale. What’s being delivered isn’t labor or hours, but financial architecture that stays reliable as complexity increases.

Implementation & Onboarding

  • Typically spans 30 days. 

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  • Confirms the structure holds under live reporting

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  • ​Establishes a reliable reporting rhythm before steady state

  • Ongoing monthly service 

  • Typically spans 9-12 Months

  • Can be shorter or longer depending on how clean your books/structure is. 

Recurring Services

Transition

What's Built

What this Solves

Pricing

Duration

  • Removes handoff risk before recurring work begins​

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SECTION 3 — REALITY

“What it’s like once you hire.”

Working Together (What to expect operationally) (What's it like once I sign?)

  • Implementation phase (projects, inputs, availability)

    • details

    • On call?

    • Who comes up with projects I do?

      • can they give me inputs / ideas?

  • After signing (access + setup)

  • Data & security posture

Do not list infrastructure details.
Do not mention server architecture.
Do not describe backups, access structure, or technical specifics.

What you should communicate is confidence and responsibility, not configuration.

This section should answer:

  • Who controls my data?

  • Is it mixed with other clients?

  • Do you resell or reuse my data?

  • Is it stored casually or professionally?

High-level only:

  • “Secure, private, access-controlled environment”

  • “Client data is isolated”

  • “Nothing repurposed”

  • “No data resale”

  • “Professional access controls”

No more than that.​​

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  • Software philosophy (agnostic, Odoo preference)

Ongoing Support (Post implementation) (What happens after cleanup?)

  • What the recurring work includes

  • Close timing realities

    • details

    • any timelines for sumissions (no - too variable based on their bookkeeper close timeline).

    • on call?​

  • Communication expectations

    • Can they reach out to me with questions about the completed closes?

      • Yes and I will happily meet with any of them to walk them through anything I have completed as part of regular services.

      • Any anysis outside of this is not included and is scoped seperately.​

  • Questions vs. custom analysis boundary

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  • Monthly / quarterly services

  • Timelines (variable)

  • On-call expectations

  • Ask-me-anything about the financials

  • What’s included vs. separate analysis

AI Where It Works, Humans Where It Counts

This deserves a short, standalone block because it is brand-defining.

  • It should answer:

  • Do you rely on AI blindly?

  • Is everything automated?

  • Am I paying to test random tools?

  • What role does a human still play?

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Key points you should clearly include:

  • Tool choice is situation-specific

  • No “one stack fits all”

  • Internal testing is not billed

  • Client-specific tooling is scoped

  • AI supports structure, it does not replace judgment

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This is reputation protection, not marketing fluff.

FAQs (conversion first, SEO second)

Only answer questions that:

  • Reduce hesitation

  • Remove confusion

  • Kill objections

  • Who manages the bookkeeper?

    • Answer (2 sentences):
      Your bookkeeper does not report to me and remains under your internal leadership. I review their output as part of the month-end close, provide corrections or recommendations when needed, and focus on financial integrity — not people management.

Want to see how this structure would look inside your business? Click the trees below.

Pricing & Terms

I believe in clean numbers — and clean pricing.

Implementation

Recurring Services

$7,000 / Month Retainer
(Typical duration: 9-12 months)

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+ $250 / Hour

Beyond Retainer as Needed

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$3,000/ Month
Fixed Cost,Fixed Scope

$4,000/ Month
Complex Clients
Fixed Cost, Fixed Scope

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+ $250 / Hour

Ad-hoc Financial Analysis

Up to 8 Hrs / Month

No Carry-Overs

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+ $250 / Hour

Ad-hoc Financial Analysis

Up to 8 Hrs / Month

No Carry-Overs

Simple
Clients

Complex Clients

Financial Clarity
Package

​🔹 One-Time Stabilization

Implementation 
& Onboarding
(Typically 9-12 Months)

Implementation & Cleanup

  • During this window, you can lean on me for whatever is needed to get the system stable — from untangling reconciliations to automating recurring tasks or setting up reporting templates. The goal is a clean, structured foundation so the monthly cadence runs without surprises.

Cash Clarity Method™

  • For Odoo users, this framework bridges the gap most standard reports leave behind. It maps actual cash activity, giving you a true picture of where money moved versus where it was “supposed” to go. It’s built during onboarding and then maintained seamlessly in the monthly stage.

This is a high-touch phase with elevated access during setup, followed by a transition into structured ongoing support once the system is stable. You’re encouraged to bring issues and priorities forward during this phase so the right structure gets built from the start.

​🔹 Monthly Close

Clean Financials (Soft Close)

  • Each month, your books are updated and reviewed to keep numbers current. These soft closes provide reliable visibility into performance, while leaving room for refinements if new information surfaces. This ensures you always have timely data without prematurely locking the books.

Recurring
Services
(Fixed Cost, Fixed Scope)

Cash Graphs (3)

  • Total Cash Graph 

  • Cash In Graph 

  • Cash Out Graph

System Hygiene 

  • Goal is to preserve the structure and sense of peace that was built in the implementation phase. 

​🔹 Quarterly Close

Clean Financials (Hard Close)

  • At each quarter-end, a hard close is performed. Key accounts are reconciled, adjustments finalized, and the numbers locked. This produces the definitive non-GAAP financial package for leadership and board reporting — structured for clarity and prepared for internal use only.

Quarterly Financial Integrity Review

  • Period locked

  • Reconciliations complete

  • Material variances identified

  • Reporting consistency confirmed

Cash Graphs (3)

  • Total Cash Graph 

  • Cash In Graph 

  • Cash Out Graph

This is a structured, ongoing phase with predictable support rather than real-time or on-call availability. At this point, systems should be stable, with any changes typically driven by growth, regulation, or business evolution. Any additional ad-hoc financial analysis can be performed for $250/hr, up to 8 hours a month with no carry over from month to month - client directed.

Board-Level Metrics (7)

  • Management identifies seven key metrics — i.e. LARR, CARR, EBITDA margin, or custom drivers. These are set during Q1 and Q3 closes, creating consistent first-half and second-half views. Each quarter, the metrics are updated to show progress on what matters most.

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