Engagement
Finance foundations
Clean books, a 5-day close and a chart of accounts that answers real questions. A fixed 10-week project.
From $1,100/day
For companies whose books are kept but not used. I rebuild the chart of accounts around how you actually make money, set up a close your bookkeeper can run in five working days, and connect the tools.
The project runs ten weeks and takes about 12 of my days: $13,200 at the finance lead rate. At the end you have numbers you can trust every month, and a process that doesn’t depend on me.
What’s included
Chart of accounts redesign
Close checklist and calendar
Costing by product, job or site
Review of accounting, billing and payroll tools
Management accounts template
Deliverables
A new chart of accounts, mapped from the old one
A close checklist with owners and due dates
A costing model by product, job or location
A monthly management accounts template
A written runbook and a handover session with your team
Typical timeline
10 weeks, about 12 days in total. Optional monthly support afterwards.
Ideal for
Companies with $1m–$15m in revenue that have outgrown a spreadsheet and a part-time bookkeeper.
Related case study
Next step
Request this engagement.
Send a request and I’ll reply within one working day with two times for a call.