An engagement you can picture: four stages, a monthly rhythm, and clear deliverables at each step.
We review how your books, close and back-office workflows run today and where the gaps are.
You get: a written findings summary and a prioritized plan.
We write the accounting policies and procedures for your business, and you approve them.
You get: a policy set your team can follow.
We run the close to those policies every month and automate repetitive steps where it makes sense.
You get: a monthly close package and a standing review meeting.
Your financials are prepared for a lender, owner, auditor or your tax professional.
You get: reporting packages and audit-preparation support when you need them.
Engagements usually start with a cleanup project and continue as a monthly retainer.
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A close calendar, account reconciliations, a standing review meeting, and a running log of exceptions and how they were resolved.
We work inside the CRM, bank and general ledger you already use, alongside your controller or bookkeeper, rather than replacing them.
Sensitive files go through a secure client portal, never by email or website form.
Automation sits inside the Run stage: repetitive steps are automated where it makes sense, and people still review the results.
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We'll talk through how your books, close and back office run today, and what Assess would look like for you.
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