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Rebuilds & Policies Projects

These projects are designed to extend the structure already in place. They’re only available once you’re on the monthly cycle, when the foundation is stable and work can be scoped cleanly. If similar work is needed during onboarding, it is handled within Implementation & Onboarding and billed as part of that phase. Standalone projects are only available once your system is stable and you’ve transitioned to monthly service.

Forest in Nature

General Ledger
Cleanup

Turning messy books into stable ground.

Lake

Complex Account

Cleanup

Aligning records with approved policies.

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Accounting Policy Architecture

Where logic becomes structure that lasts.

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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