Identify the business model and platforms
Where you sell, how you fulfill, and how money reaches you.
How we work
From cleanup to ongoing clarity.
Founder-led and virtually delivered. Here's the path from first conversation to a steady monthly rhythm.
Review the current books
An honest look at what's recorded today and what's missing.
Assess inventory and reporting
How purchases, inventory, and cost of goods sold are tracked.
Confirm cleanup or setup requirements
A clear scope before work begins.
Connect information securely
Documents move through the SmartVault client portal.
Establish a recurring close
Books reconciled on a regular schedule, with organized requests when information is needed.
Review financial results
Recurring conversations with Cindy about what the numbers say.
Plan for taxes and future decisions
Year-round tax planning and the next big business decision.