Build a Bookkeeping System That Doesn't Depend on You.
A documented bookkeeping and financial-admin process your team can follow every month.
Illustrative structure of your deliverables
- Workflow auditHow bookkeeping and admin happen now
- Month-end closeA consistent close with clear ownership
- AP/AR workflowAccounts payable and receivable defined
- Document processWhere documents and approvals live
- Customized SOPsStep-by-step procedures your team follows
- Reporting calendarA set rhythm for the whole year
Fixed price $3,500.
Is this where your practice is right now?
Growing practices where bookkeeping, documents, approvals, reporting, or other financial tasks depend too heavily on the owner or inconsistent processes.
The outcome you get
In approximately 45 days, establish a documented bookkeeping and financial-admin process that can be followed consistently each month.
What this looks like in your practice.
The books get done, but only because you or one person hold it all together. When someone is out, things slip. There is no documented process anyone else can follow.
Where it tends to fall apart.
Tasks live in one person's head instead of a documented workflow.
Month-end close happens inconsistently or late.
Documents, approvals, and reporting have no set rhythm.
The work, made tangible.
These are the concrete deliverables you walk away with. No vague promises, just a clear list of what gets done.
A clear three-phase path.
- 1Phase 1
Workflow Audit
We map how bookkeeping and financial admin currently happen and where the gaps are.
- 2Phase 2
Build the Process
We design a month-end close, AP/AR workflow, and document process with clear ownership.
- 3Phase 3
Document & Hand Off
We deliver customized SOPs and a reporting calendar your team can follow without you.
How long it takes
Approximately 45 days from start.
After you start
We will follow up with next steps, including start instructions and a short intake to confirm access and current tools. We then schedule a kickoff.
$3,500
Fixed price of $3,500 for the full buildout. No hourly billing.
Clear scope and fixed price. You receive documented processes your team can run without depending on you.
Frequently asked questions
Ready to start the Bookkeeping Systems Buildout?
Fixed price $3,500. We confirm scope and next steps with you before any work begins.
Online start for this offer is not yet available. Book a short Fit Check and we will confirm the Bookkeeping Systems Buildout details with you directly.
Not sure this is the right fit? A Fit Check can help you choose the right starting point.