Services Designed for Clarity
Each service is built to address specific accounting needs with thoroughness and care. Explore what might work for your business.
Back to HomeFinding the Right Service
Different businesses have different accounting needs. Whether you're looking for help with year-end closing, ongoing financial reviews, or process improvements, we've designed our services to address specific challenges.
Take a look at what each service includes and what it's designed to accomplish. If you're not sure which would be most helpful for your situation, we're happy to discuss it with you.
Year-End Close & Reporting
Managing the year-end closing process with care and thoroughness so your annual financial picture is complete and accurate. We handle adjusting entries, reconciliations, and the preparation of final financial statements. The process is planned well in advance to avoid the stress of last-minute rushes.
$4,200
One-time service
Periodic Financial Reviews
Conducting regular reviews of your financial records to catch issues early and keep your books in good order throughout the year. We examine account balances, verify transaction accuracy, and provide summary findings with practical suggestions. Available on monthly, quarterly, or semi-annual schedules.
$1,800/review
Per review session
Financial Close Process Optimization
Streamlining your month-end and year-end closing procedures to reduce turnaround time and improve accuracy. We analyze your current workflow, identify bottlenecks, and redesign processes with clear checklists and accountability structures. Training is provided so your team feels confident with the updated approach.
$4,800
Project-based service
Service Comparison
| Feature | Year-End Close | Periodic Reviews | Process Optimization |
|---|---|---|---|
| Frequency | Annual | Monthly, Quarterly, or Semi-Annual | One-time Project |
| Best For | Completing accurate year-end statements | Ongoing record maintenance | Improving efficiency |
| Timeline | 3-4 weeks | 1-2 days per review | 6-8 weeks |
| Includes Training | Optional guidance | Recommendations provided | Comprehensive training included |
| Investment | $4,200 | $1,800 per review | $4,800 |
Choosing the Right Service
Consider Year-End Close & Reporting If:
- • You need accurate, well-documented financial statements for your fiscal year
- • You want to avoid the stress and potential errors of rushing year-end work
- • You'd like thorough reconciliations and adjusting entries handled carefully
- • You appreciate having time to review and understand your annual results
Consider Periodic Financial Reviews If:
- • You want to catch accounting issues early, before they become larger problems
- • You'd like regular reassurance that your records are accurate and complete
- • You appreciate ongoing practical suggestions for improving your bookkeeping
- • You want year-end closing to be smoother because records have been maintained well
Consider Process Optimization If:
- • Your month-end or year-end close takes longer than you'd like
- • You're experiencing bottlenecks or confusion in your accounting workflows
- • You want clearer accountability and better documentation in your processes
- • You'd like your team to feel more confident and capable with accounting tasks
Not Sure Which Service Fits?
We're happy to discuss your situation and help you determine which service would be most valuable. There's no obligation to proceed, just a straightforward conversation about what might work for your needs.
What's Included in All Services
Thorough Work
Every entry verified, every reconciliation documented, every finding explained clearly.
Clear Communication
Regular updates, straightforward explanations, and availability for questions throughout.
Complete Documentation
Well-organized work papers and notes that you can reference later or share with others.
Thoughtful Timing
Work scheduled to fit your needs and timeline, with planning to avoid rush situations.
Practical Insights
Not just completing work, but offering suggestions for improvement based on what we observe.
Respectful Partnership
Collaborative approach that respects your time, your business knowledge, and your priorities.
Frequently Asked Questions
Can I combine services?
Absolutely. Many clients combine year-end closing with periodic reviews, or follow process optimization with regular reviews to maintain the improvements. We can discuss what combination would work well for your situation.
How far in advance should I schedule?
For year-end closing, we recommend reaching out at least three months before your fiscal year ends. For periodic reviews, we can often begin within a few weeks. Process optimization projects typically start within 4-6 weeks of initial contact.
What if my needs change during our work together?
We're flexible. If we discover additional issues that need attention, we'll discuss them with you and suggest adjustments to our scope if needed. Any changes to our agreed-upon work are discussed and approved before we proceed.
Do you work with businesses in my industry?
We work with businesses across various industries. While industry-specific knowledge can be helpful, our thorough approach to understanding your business context means we can serve you well regardless of your field. We take time to learn what's unique about your operations.
What size businesses do you typically serve?
Our services work well for small to medium-sized businesses. Whether you have simple accounting needs or more complex situations, we tailor our approach to fit. If you're uncertain whether your business is a good fit, let's talk about it.
Ready to Discuss Your Needs?
Let's have a conversation about which service might be most helpful for your business. We'll take time to understand your situation and provide honest guidance about what would work well.
Get in Touch