Advisory Services
Process is the product.
The process you never had time to build.
Most financial problems aren’t accounting problems. They’re process problems that show up in the accounting. We fix them in order: first the process, then the numbers, then the automation that keeps them right without you.
The Automation-Forward Framework
Every engagement follows the same three stages. You can start at whichever one your business needs today.
01 · Better Process
Meticulous systems designed for clarity that you can count on.
We map how money actually moves through your business — who touches it, where it stalls, what gets re-keyed three times — and design the workflow that should have existed all along. Process design, chart of accounts structure, internal controls, approval flows, and the documentation your team can run without you.
02 · Precise Books
Reconciliation and transaction review that teach you.
With a process in place, the accounting becomes repeatable: monthly close, bank and credit card reconciliations, journal entries, system integration, and 1099 preparation. Every review tells you something about the business, not just the balance. Behind? Switching accountants? Preparing for financing, investors, or an audit? Catch-up and cleanup is scoped to the condition of your records before we start, so you know what you’re getting into.
03 · Clear Reporting
Reports you need that actually help growth.
Numbers only matter when they change a decision. Budget-to-actual analysis, cash flow forecasting, KPI dashboards, profitability and scenario modeling, and board-ready reporting — built to show what’s behind the profit line: margin erosion, cash constraints, and the cost of work that shouldn’t need a person.
Then: Automation.
Once a process is documented and the books are precise, we identify the work that happens every month and shouldn’t need you — and build the automation that takes it. We don’t automate a mess. We won’t let you either.
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Systems that run the process, so you don’t have to.
Most financial problems start upstream, in handoffs, approvals, and data that gets re-keyed from one system to the next. We map how money actually moves through your business. Then we design the workflows, controls, and integrations that should have been there all along.
Then we put them in place. We build the automation, test it against your real transactions, and document every step. That way the process runs the same way every time, without depending on any one person’s memory.
Services include:
Process mapping and workflow design
Workflow automation and implementation
System integration and optimization
Internal controls and approval workflows
KPI dashboards and automated reporting
Budget vs. actual analysis
Process documentation and standard operating procedures
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Financial leadership, backed by numbers you can trust.
Profit on paper doesn’t always mean cash in the bank. We look behind the numbers at margin erosion, cash constraints, and rising costs, and turn what we find into decisions about what to build, hire, price, or cut.
Our forecasts and dashboards are built on well-maintained, automated books. So leadership conversations start with current numbers instead of a request for them. You get senior financial perspective without a full-time salary.
Services include:
Cash flow forecasting
Budget development and monitoring
Strategic and financial planning
Profitability and margin analysis
Scenario modeling
Board and leadership reporting
KPI tracking and automated management reporting
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Tax strategy that works all year, not just in April.
The best tax outcomes are planned before year-end, not discovered after it. We review your entity structure, owner compensation, and income during the year, so you can make informed decisions while there’s still time to act.
When we also keep your books, projections run from the same numbers. Planning then updates as the year moves instead of waiting for a year-end scramble. For return preparation, visit Fastidious Tax.
Services include:
Individual and business tax planning
Tax projections
Estimated payment reviews
Entity and election planning
Owner compensation planning
Retirement contribution planning
For current or prior-year tax return preparation, explore Fastidious Tax.
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Get current. Then stay current.
You might be behind, switching accountants, or preparing for financing, investors, or an audit. Either way, we start by reviewing the condition of your records and scoping the work to what we find. Then we resolve discrepancies, reconcile accounts, and bring your books to a reliable, current state.
Cleanup shouldn’t be a recurring event. Every engagement is built to end with a structured monthly process in place, with routine work automated where it makes sense, so you don’t end up back where you started.
Services include:
Review and assessment of existing records
Prior-period reconciliations and corrections
Discrepancy research and resolution
Catch-up bookkeeping
Chart of accounts cleanup
Transition from a prior accountant or system
Setup of an ongoing monthly accounting process
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Audit-ready all year, not just during fieldwork.
Audits go smoothly when the records are already in order. We prepare the schedules, reconciliations, and documentation auditors ask for, and we coordinate their requests so your team can keep doing its own work.
If your organization receives federal, state, or other grant funding, we prepare the schedules and support that Single Audits and funder reviews require. We build supporting schedules from your books and keep them current all year, so audit season is a review of good work, not a rebuild. We prepare and support; we do not issue audit opinions.
Services include:
Audit readiness and preparation
Single Audit, state, and government audit support
Schedule of Expenditures of Federal Awards (SEFA) preparation
Grant expenditure schedules and funding reports
Cost allocation
Audit schedules, reconciliations, and supporting documentation
Auditor request coordination