Our Process: Crisis to Clarity

We operate with judicial speed and forensic accuracy. Here is how we move your business from financial chaos to audit-ready compliance.

1

Free Diagnostic Review

We analyze your QuickBooks file to identify issues, gaps, and opportunities — at no cost and with no commitment required.

Receive a comprehensive assessment of your books' current state. Most diagnostics are completed within 48 hours.
2

Video Walkthrough of Findings

You receive a detailed Loom video explaining exactly what's wrong, what's needed, and what it will take to fix it.

No confusing jargon. We show you the problems and explain our proposed solutions in plain language.
3

Custom Proposal & Transparent Pricing

Based on the diagnostic, we provide a fixed-fee quote with a clear timeline. No surprises, no scope creep.

You'll know exactly what you're paying and when your books will be ready. We work on YOUR deadline.
4

Secure Document Collection

We provide a secure, specialized document request list specific to your reconstruction needs.

No guessing games. We tell you exactly what bank statements, receipts, and third-party data we need to verify your books.
5

Forensic Reconstruction

Our forensic specialists work through your history, untangling errors and reconstructing valid financial statements.

We're the heavy-lifting department for your accounting crisis. Every transaction is examined with investigative rigor.
6

Certified Delivery & Ongoing Support

You receive clean, compliant, and defensible financial records ready for your CPA, lender, or board.

Your books are now audit-ready and bank-compliant. Optional: Continue with monthly forensic bookkeeping to stay protected.

Immediate Action Required?

We don't do waiting lists. If your deadline is critical, we prioritize your project immediately.

Get Priority Service