WHEN YOUR FINANCIAL STRUCTURE IS SLIPPING, YOU SHOULDN’T HAVE TO GUESS WHAT’S WRONG.
Start with a professional Diagnostic Overview and get a clear plan to stabilize your books.
Most bookkeeping problems don’t start with mistakes. They start with disruption.
- A bookkeeper or office manager leaves
- A family member steps away and no one wants to “own the books”
- The business grows faster than the systems
- Your CPA needs clean numbers and clear answers
- A loan, sale, or major transition is coming
If you’re not sure what’s accurate, you’re not alone. But staying uncertain has a cost – financially and emotionally.
We’re not here to “help.” We’re here to steady things.
I’ve spent 25 years inside real business books, fixing what breaks, untangling what doesn’t make sense, and stepping in when the original system no longer works.
Owners call me when they need clarity fast. CPAs appreciate me because I deliver clean handoffs with documentation and answers, not mysteries. I step in during times of transition, when leadership shifts, systems strain, or reconciliations fall behind, and restore financial clarity and stability.
You will understand:
- What’s accurate
- What’s not
- What it will take to fix it
- And what oversight is required going forward
Here’s how we get you back on solid ground.
Step 1 — Diagnostic Overview
We review your books live via secure screen share and assess reconciliation status, reporting integrity, and structural risk.
Step 2 — Full Financial Assessment (If Needed)
If deeper analysis is warranted, you receive a defined scope and pricing based on account volume and complexity. Your overview session investment is credited toward this engagement.
Step 3 — Stabilization & Oversight
Cleanup, structural realignment, and — when appropriate — interim controller support or transitional monthly oversight.
What Stabilization Creates
- Reconciled accounts
- Accurate financial reporting
- Clear cash visibility
- Audit-ready documentation
- Leadership confidence
- A system your team can manage
FOR CPA & ADVISOR REFERRALS
When clients arrive with disorganized books, reconciliation gaps, or reporting uncertainty, stabilization must happen before advisory work can move forward cleanly.
My process restores financial integrity so CPA relationships remain strong and productive.
Learn more → Financial Stabilization
Schedule your Overview and determine the next right step.
The Diagnostic Overview tells us what’s wrong, what’s urgent, and what it will take to fix it—so you can move forward with a plan.
Prefer to ask a quick question first? Contact me here.