Built for accounting firms and private operators who need cleaner records before bookkeeping and reporting.
Problem: teams lose hours cleaning documents before bookkeeping can begin.
Outcome: organized and consistently categorized records ready for review.
Ideal client: accounting firms and operators with recurring month-end cleanup pressure.
Engagement model: setup engagement, then monthly delivery and refinement.
Pricing: premium monthly retainer based on volume, complexity, and turnaround requirements.
Problem: documents arrive from scattered channels with inconsistent structure.
Outcome: one intake flow that keeps records orderly from day one.
Ideal client: multi-person operations where document handling is fragmented.
Engagement model: workflow design project with optional continuation support.
Pricing: project-based implementation with tiered support options.
Problem: existing workflows are slowed by repetitive corrections and handoff gaps.
Outcome: cleaner handoffs, fewer errors, and a faster close rhythm.
Ideal client: teams with stable operations that still carry too much rework.
Engagement model: focused cleanup sprint followed by optimization cycles.
Pricing: fixed-scope cleanup engagement with optional advisory extension.
We map your cleanup bottlenecks, then recommend the right service path.
