Rebuild the Financial Operations Behind Your Practice.
Improve how bookkeeping, reporting, payroll coordination, tax readiness, and recurring financial processes work together.
Illustrative structure of your deliverables
- Operations auditHow the financial operation works today
- Reporting packageConnected reports that tell the full story
- Month-end workflowA close process that ties it together
- Financial calendarRecurring deadlines mapped across the year
- Responsibility mapWho owns what across the operation
- SOP packageDocumented procedures with implementation support
Fixed price $5,000.
Is this where your practice is right now?
Established practices that have outgrown their current financial back office but are not ready for a full-time internal finance team.
The outcome you get
In approximately 60 days, improve how bookkeeping, reporting, payroll coordination, tax readiness, and recurring financial processes work together.
What this looks like in your practice.
Your practice has grown past the way you handle finances. Bookkeeping, reporting, payroll, and tax readiness each work in isolation, and no one has a full picture.
Where it tends to fall apart.
Financial tasks are spread across tools and people with no coordination.
Reporting, payroll, and tax readiness are not connected.
There is no map of who owns what across the financial operation.
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
Operations Audit
We audit how bookkeeping, reporting, payroll coordination, and tax readiness currently work together.
- 2Phase 2
Rebuild the Operation
We build a reporting package, month-end workflow, financial calendar, and responsibility map.
- 3Phase 3
Document & Implement
We deliver an SOP package and implementation support to roll it out.
How long it takes
Approximately 60 days from start.
After you start
We will follow up with next steps, including start instructions and a short intake about your practice, team, and current tools. We then schedule a kickoff.
$5,000
Fixed price of $5,000 for the full reset. No hourly billing.
Clear scope and fixed price. You receive a connected financial operation with documented ownership, not a list of disconnected tasks.
Frequently asked questions
Ready to start the Finance Function Reset?
Fixed price $5,000. 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 Finance Function Reset details with you directly.
Not sure this is the right fit? A Fit Check can help you choose the right starting point.