Completely remote
We work by video and phone with clients anywhere in the United States. No office visits, no travel on your bill.
Our Approach
A clearer picture. A more controlled operation.
Every engagement follows the same four steps: assess, connect, reconcile, and optimize. Here's what happens in each one, and what you get from it.
- CPA-overseen
- Completely remote
- Works with the systems you already use
Four steps
How an engagement works
Step 1
Assess
Understand your existing systems, financial processes, workflows, and challenges.
What we do
- A discovery call by video or phone
- A review of the systems you use and how data moves between them
- Agreement on the questions that matter most to you
What you get
A clear picture of where your numbers come from and where they're likely to disagree.
Step 2
Connect
Organize and connect your available financial and operational data.
What we do
- Secure API or SFTP connections that you authorize
- Mapping of how records in each system relate to each other
- Setup of your login-protected client portal
What you get
Your data in one place, without changing the software your team uses.
Step 3
Reconcile
Identify discrepancies, inconsistencies, missed revenue, operational gaps, and financial risks.
What we do
- Record-by-record comparisons wherever systems should agree
- Exception lists for anything that doesn't match
- CPA review of what the exceptions mean
What you get
A prioritized list of gaps, with the likely cause of each.
Step 4
Optimize
Deliver actionable reporting, recommendations, and ongoing financial and operational oversight.
What we do
- Monthly reporting and management dashboards
- Recommendations to fix root causes, not just symptoms
- Ongoing check-ins and fractional CFO guidance as needed
What you get
Reliable numbers, fewer surprises, and an advisor who stays involved.
How we work with you
Principles behind every engagement
CPA-overseen
Every engagement is overseen by a Certified Public Accountant.
Your connections, your control
We connect only through the access you authorize, and you decide what we can reach.
Login-protected portal
Results are shared in a private client portal, not by email attachments.
Industry-specific
Healthcare engagements are led by people who have worked inside home health and pharmacy operations.
An ongoing partnership
We stay involved as your organization changes, rather than delivering a single report.
Let's start with an assessment
Tell us about your business and your systems. We'll show you where a clearer picture would make the biggest difference.