Days 1–7: Review.
We assess your books, systems, and close process.
What happens in your first 30 days
Days 8–15: Set up.
We confirm your plan, access, chart of accounts, and records checklist, and document your close process and timeline.
Days 16–30: First close.
We complete your first close, deliver your statements, and walk you through them.
Every month after:
Records in, close completed, statements delivered, review meeting held.
Start with a review.
We'll assess your books, systems, and close process.