Project Based Consulting
Sometimes a business doesn’t need ongoing support—it needs targeted expertise to solve a specific problem or navigate a pivotal moment. That’s where project-based consulting comes in. Whether you’re preparing for an audit, building a financial model, restructuring your chart of accounts, or evaluating a strategic investment, our project-based services give you focused, high-impact financial support exactly when you need it.
Our Project-Based Consulting Services
Our project-based engagements are designed to provide strategic financial expertise for critical initiatives that require focus, speed, and precision. These services are ideal for companies that need short-term, high-value support without a monthly commitment. Here’s what we offer:
🔍 Financial Assessments & Diagnostics
We conduct deep-dive reviews of your financial operations, identifying inefficiencies, gaps in processes, and opportunities for improved performance. This includes assessments of accounting systems, internal controls, reporting accuracy, and more.
📊 Financial Modeling & Forecasting
Whether you’re raising capital, preparing for growth, or testing a new business line, we build custom financial models and forecasts to support data-driven decisions and investor readiness.
📚 Audit Preparation & Clean-Up
Avoid surprises during your audit by letting us prepare your books and records, assist with documentation requests, and ensure everything is compliant, organized, and audit-ready.
🧾 Chart of Accounts Restructuring
A clean and logical chart of accounts is foundational to good reporting. We help redesign and implement a chart of accounts that supports better visibility, reporting, and strategic planning.
💰 Cash Flow Optimization
We analyze your current cash cycle and help implement cash flow management strategies to improve liquidity, plan for growth, and reduce risk.
📈 Strategic Planning & Business Case Support
Need help analyzing a new opportunity or planning a major investment? We provide objective financial analysis and scenario planning to help you understand the risks, rewards, and financial impact.
🧩 Systems Selection & Implementation Support
Choosing or switching financial systems (e.g., accounting, budgeting, or ERP tools)? We help you evaluate your options, streamline implementation, and ensure integration with your operations.
🛠 Financial Process Design & SOP Creation
We help document, standardize, and improve your financial workflows—from billing and collections to month-end close—so your team can operate with clarity and consistency.
Financial Health Starter Pack
Ready to take control of your business finances but not sure where to start? The Financial Health Starter Pack gives you the tools, insights, and strategies to make confident, data-driven decisions.
How It Works
Sometimes it can feel overwhelming to know where to start. If you don't know exactly what your business needs, we recommend starting with our Financial Health Starter Pack.
Designed to equip you and your team with the fundamental tools to be successful.
What's Included?
1
Financial Health Assessment
If you are stressed and overwhelmed with the financial side of your business, then getting a clear picture of where things stand is a critical first step. We deep dive into your current financials to identify strengths, weaknesses, risks and hidden opportunities. Providing you with all the information you need to start taking action to strengthen your business.
2
Customized Financial Goals & Metrics
To manage your business effectively you need clear, actionable goals tailored to your business. We work with you to understand your vision and translate this into an executable strategy. Through this process we also determine the key performance indicators (KPIs) to implement that will enable you to track the progress you are making and move into a proactive vs reactionary state.
3
12-Month Financial Forecast
A forward-thinking plan that helps you anticipate cash flow, plan for growth, and avoid financial pitfalls. We translate your strategy into a twelve month financial forecast that includes cost saving opportunities as well as investments to support your strategic plans.
4
Financial Review Protocols
We work with your team to implement our proven frameworks to help you regularly review, refine, and optimize your financial strategy.
