The best first step
The Financial Operations Assessment
A flat $750 to $1,500, about two weeks. I look at your books, cash flow, compliance, and the places automation would pay off, then hand you a written roadmap you keep. It is the honest way to find out what you need before you commit to anything ongoing.
Book the AssessmentWhat I look at
Books and chart of accounts
A structured review of how your books are set up and whether they can answer the questions you actually need answered.
Cash flow
Where your money comes from, where it goes, and how much runway you really have.
Compliance
For nonprofits and grant-funded orgs, fund tracking and grant readiness. For businesses, controls, tax readiness, and capital readiness.
Automation opportunities
The repetitive, manual work worth eliminating, and what it would take to remove it.
What you walk away with
A written Financial Operations Roadmap: a clear picture of where you stand today, your issues ranked by risk and effort, and specific recommendations across finance, grants, and automation. It is yours to keep and act on, with or without me.
How it works
A short discovery call
Thirty minutes to confirm fit and the questions you most need answered. If you are not a fit, I will say so and point you somewhere useful.
The review
I work through your books, cash flow, compliance, and processes over about two weeks, asking for access and answers as I go.
The roadmap
You get a written Financial Operations Roadmap: current-state findings, issues ranked by risk and effort, and specific recommendations across finance, grants, and automation, with a clear path forward.
A findings call
We walk through the roadmap together. You keep it whether or not we work together after that.
Questions
How much does it cost?
A flat $750 to $1,500. Simple books for a sole proprietor or micro-nonprofit land near the bottom. Multi-fund nonprofits, businesses with payroll and inventory, or books that are behind land near the top. You get the exact number before we start.
What if I want to keep working together after?
Then the roadmap becomes the plan. If you start a retainer within 30 days, I credit the full assessment fee toward your first month, so the diagnosis is not a sunk cost.
What if I do not?
You still keep the roadmap. It is written so that you, your bookkeeper, or another firm could act on it. There is no obligation to continue.
Is this an audit?
No. I do not issue audited financial statements or sign anything as a licensed CPA, and this is not legal or tax advice. I get your books audit-ready and work alongside your CPA and attorney where they are needed.