The Financial Systems Review
Walk me through what you do.
It's the first question I ask, and it uncovers more than any software report. The review is that walkthrough, applied to your entire financial operation. Everything I find comes back to you in a written report.
The walkthrough
I start where the money starts
I ask who your customers are and how they pay you. Cash handling, card processing, gift certificates. How payments actually get into the ledger. What runs payroll, how those entries land in the books, who files the returns. How bills get paid, and whether the reconciliations are happening or just scheduled.
Every business has the same three core processes: receivables, payables, and payroll. When those run without anyone retyping data, most of the day-to-day friction goes away. Beyond them, the review goes as deep as the organization does.
Scope
Sized to the organization
A four-person shop and a company with separate A/R and A/P departments need different reviews. So there's no flat package. The scope fits the organization, and so does the price.
The deliverable
You get it in writing
You get the findings in plain English. What's sound, what's fragile, what's quietly costing you money, and the order I'd fix it in. You get a prioritized list of fixes you can act on.
Most clients take the list and have me build the fixes. Some take it to their own bookkeeper. Both count as success, and you don't have to decide any of that up front.
Next step
Tell me what the business does and where the friction is. I'll tell you what a review would look like at your size.