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Tier 01 · Foundational Accounting & Finance

Clean data first, audit-ready every month

The compliance foundation every other tier builds on — bookkeeping, tax, audit, and internal controls delivered with Big 4 rigor.

9Services in this tier
$10K–$50KTypical ACV / year
01AuditFirst methodology phase
2–12Weeks to first deliverable
All 9 services

Pick one, or bundle several

View all 56 services →
01
Managed Bookkeeping
Clean books. Clear decisions.
$800–2.5K/mo→
02
Ledger Cleanup & Remediation
Turn messy books into auditor-ready.
$2–8K project→
03
Tax Planning & Compliance
Tax strategy aligned with the business.
$1.5–5K/yr→
04
Financial Statement Audit
Auditor-certified accuracy.
$3–15K project→
05
Continuous Audit Program
Audit monthly, not annually.
$1.5–3.5K/mo→
06
Accounting System Migration
Move systems without losing data.
$5–25K project→
07
Account Reconciliation
Never find GL errors after close.
$1–3.5K/mo→
08
Financial Reporting
GAAP-compliant financials on demand.
$800–2K/mo→
09
Internal Controls & SOX Readiness
Enterprise-grade controls for mid-market.
$3–12K + $1–3K/mo→
Clients on this tier often add

Where this leads next

02
Power BI & Analytics
Once the data is clean, turn it into real-time dashboards instead of month-end PDFs.
$15K–$80K/yr→
06
Legal Services
Trust deeds, contracts, and compliance documentation alongside the accounting work.
$8K–$30K/yr→
AI
Reconciliation Agent
Automate the reconciliation this tier produces manually today.
$3–5K/moLive →
Start with Tier 01

Get your books
audit-ready

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