​What we do

• Monthly close management: close calendar, checklist, owners, deadlines, and an issue log so the month closes consistently.

• Monthly reporting packet: P&L, Balance Sheet, cash summary, and short “what changed” notes you can actually use.

• Process governance: clear workflows for invoicing, AP, and receipt capture. Who does what, who approves what, and how it’s verified.

• Reconciliation governance: reconciliation schedule, checklist, variance thresholds, exception log, and review/sign-off standards.

What you receive

• Close calendar + close checklist

• Finance SOPs and controls (simple, repeatable, and documented)

• Monthly reporting packet + review notes

Cadence

• 1 meeting per month + email support between meetings

Plans

• ​$2,500–$5,000/mo