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 a fractional CFO fits between existing finance roles without displacing either.
Read the case study →Or 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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