When a One-Time Engagement Is the Right Fit
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You need historical financial records corrected, reconciled, or reconstructed
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You're preparing for a transition, sale, audit, or financing event
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Your business is undergoing ownership, leadership, or structural change
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You need a professional review before committing to ongoing accounting or advisory services
Our Core Services
Financial Clean-Up & Catch-Up
Correction, reconciliation, and organization of incomplete or inaccurate financial records to restore clarity, reliability, and compliance.
Pre-Engagement Financial Assessments
(Recommended for New Clients)
High-level review of financial records to determine readiness for ongoing accounting, tax, or CFO advisory services.
Business Transitions & Change Events
Financial support during ownership changes, leadership transitions, restructuring, or operational shifts requiring accurate, up-to-date financial information.
Special Projects & Reviews
Targeted financial analysis, documentation review, or reporting support for specific business needs, deadlines, or third-party requests.
How One-Time Services Differ from Ongoing Engagements
One-time engagements are limited in scope, defined by a specific objective, and concluded upon completion. They are not substitutes for ongoing accounting, tax compliance, or financial oversight.
Many clients begin with one-time services and later transition into ongoing accounting or CFO advisory relationships.
What Can You Expect
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Clearly defined scope and deliverables
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Fixed or clearly structured engagement terms
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Confidential handling of all sensitive financial information
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Professional handoff or transition recommendations upon completion