Services
Seven service areas across accounting and IT. Take one, take a few, or bundle them into a single engagement.
Pricing is a starting point — project and hourly work also available.
Service 01
Bookkeeping & Accounting Cleanup
Who it’s for: Businesses that need clean, current, and useful books.
What’s included
- Monthly close
- Bank, credit card, AR and AP reconciliation
- Journal entries and adjustments
- Financial statement preparation
- Owner summary package
Deliverables
- Monthly P&L and balance sheet
- Cash summary
- AR / AP aging
- Exception report
Pricing language: "Starting at $X/month" or "Custom packages — let’s talk."
Service 02
Cost Accounting & Job Cost Visibility
Who it’s for: Contractors, remodelers, and project-based businesses that need to know which jobs make money.
What’s included
- Job cost structure design
- Materials, labor, and subcontractor tracking
- Budget vs. actual reporting
- Cost dashboard design
- Inventory / COGS mapping
Deliverables
- Job cost chart of accounts
- Project cost dashboard
- Cost leakage summary
Service 03
Fractional CFO & Controller Advisory
Who it’s for: Owners who want insight, forecasting, and a strategic financial partner.
What’s included
- Monthly financial review
- Cash flow visibility
- KPI dashboards
- Budgeting and forecasting
- Owner decision support
- Lender package support
Lean in: fractional CFO-level thinking without the full-time cost.
Service 04
ERP / POS Accounting Integrity Diagnostic
Who it’s for: Retail, florists, inventory-heavy businesses, and e-commerce with POS/ERP integrations.
Your system says you made money. Your bank account disagrees.
What’s included
- GL mapping review
- Revenue, payment, and tax mapping
- Subledger reconciliation
- Gift card, deposit, and refund lifecycle testing
Deliverables
- Executive risk report
- Control gap matrix
- Remediation roadmap
Price range: $5,000–$12,500 / 3–5 weeks.
Service 05
IT Structure & Microsoft 365 Review
Who it’s for: Businesses outgrowing informal IT — scattered accounts, mixed devices, no clear policies.
What’s included
- User and license review
- Microsoft 365 / Google Workspace administration
- Device management (Intune) and standards
- IT policy creation
- Onboarding / offboarding documentation
- Software and hardware recommendations
Available as a managed tier or a fixed-scope project.
Service 06
IT Security Readiness
Who it’s for: Businesses with former-employee risk, unmanaged devices, no backup process, or remote access concerns.
What happens if one employee leaves and takes the knowledge with them?
What’s included
- MFA status review
- Email security and endpoint protection
- Backup process review
- Password and credential process
- Former-employee access audit
- Cyber hygiene checklist
- Incident response starter plan
Deliverables
- Security readiness report
- Access risk register
- Priority remediation roadmap
Basic
$650/mo
Starting point for small teams.
- Remote troubleshooting
- Email / Google Workspace support
- VPN and basic security
- Up to 10 users
- 2-business-day response guarantee
Standard
Popular$1,400/mo
Everything in Basic, plus structure.
- IT policy creation
- Onboarding / offboarding docs
- Software & hardware recommendations
- Remote device management
- Up to 30 users · weekly reports
- 1-business-day response
Pro
$2,700/mo
Everything in Standard, plus a vCIO.
- Fractional IT director / vCIO
- IT roadmap & vendor management
- Project management & security audit
- Unlimited users / multi-location
- Same-day response
- Monthly phishing / security training
Packaged offers
Fixed-scope engagements with clear timelines and price ranges.
| Package | Price | Timeline |
|---|---|---|
| Business Systems Diagnostic2–3 weeks | $2,500–$5,000 | 2–3 weeks |
| 30-Day Stabilization Sprint30 days | $4,500–$8,500 | 30 days |
| 60–90 Day Accounting & Systems Reset60–90 days | $10,000–$25,000 | 60–90 days |
| ERP Accounting Integrity Diagnostic3–5 weeks | $5,000–$12,500 | 3–5 weeks |
| Monthly Accounting + IT Control Retainerper month | $1,500–$8,000 | per month |
Prefer ongoing support? Ask about the Monthly Accounting + IT Control Retainer.
Common questions
- Do you do taxes?
- No — tax preparation is not part of our service mix. We work alongside your CPA.
- Do I need QuickBooks?
- Not necessarily — we work with what you have and recommend upgrades only when it matters.
- Can I get just accounting, or just IT?
- Yes — services can be scoped separately or bundled together.
- How do I get started?
- Book a free 20-minute Systems Risk Call and we’ll tell you what we see.
Not sure which service you need?
Book a free 20-minute Systems Risk Call — we’ll tell you what we see.
Book a Systems Risk Call →