How the work goes, one engagement at a time.
Each engagement is its own story — usually one that starts with a question the owner can't answer from their own books, and ends with the books that answer it.
Will We Last the Year?
A specialty retailer with margins swinging 30% to 70% month over month needed to know if they'd survive the year. Inside: a rebuilt COGS workflow, a six-month forward view, and an income statement the owner could finally read.
Read the case study → Multi-Entity Consumer Goods · Ongoing RetainerBetween the Bookkeeper and the CPA.
A multi-entity consumer goods portfolio already had a bookkeeper and a CPA. What they didn't have was the seat in the middle. Inside: how the controller seat fits between existing finance roles without displacing either.
45-day close, down to 7. Read the case study →Both engagements draw on the same fractional CFO and controller services.
The Review StandardOr skip the story and inspect the standard.
Case studies describe the work. If you'd rather examine it, here is a month reviewed in full for a fictional three-entity group — combining worksheet, intercompany eliminations, the review calendar, and the open items that get surfaced rather than buried. Column-add it; it foots.
Have a similar story?
If your books aren't telling you what you need to make decisions, that's worth a conversation.
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