Engagements
Work scoped to closes, cash, and margins
Each engagement pairs ledger review with designed reporting views your partners can read after the monthly close.
Financial Reporting View Commission
A commissioned set of P&L, cash, and utilization views built from your existing bookkeeping—designed for founders and finance leads at growing service companies who need board-ready pages, not another spreadsheet maze.
Monthly Reporting Cadence Setup
Install a repeatable close-to-report rhythm so your service company produces the same three views every month without reinventing the format.
Board Pack Refresh
Rebuild an existing partner or advisory board pack so margin by service line, cash runway, and receivables aging sit on pages people actually read.
Margin & Utilization Walkthrough
A facilitated session that maps labor and materials against revenue by service line, then leaves annotated charts for the next planning meeting.