One-Off Finance Projects, Fixed Fee
Not every business needs an ongoing retainer. Sometimes you need a specific problem solved — messy books cleaned up, a financial model built, or a system migration handled properly. We deliver these as standalone projects with a fixed scope, a fixed fee, and a clear deliverable.
No ongoing commitment required. Every project includes full documentation and the confidence that the work is done right.
Choose Your Project
Each project is scoped during a free discovery call. You get an exact quote, timeline, and list of deliverables before any work begins.
Book Cleanup & Catch-Up
Messy books cost money — in wasted time, bad decisions, and embarrassment when a lender or investor asks for your financials. We fix them on a fixed timeline.
Financial Model Build
A financial model built for your specific business — not a template with your numbers pasted in. Three-statement models, scenario analysis, and fundraising models built to withstand investor scrutiny.
Board & Investor Deck Prep
The financial section of your investor or board deck — built to withstand diligence. KPI dashboards, data room structure, and the numbers that tell your story.
System Migration
Moving between accounting platforms without losing data, history, or your sanity. We handle the full migration so nothing falls through the cracks.
Exit Readiness Assessment
Thinking about selling? The state of your financials directly impacts your sale price. We assess exactly what needs to be fixed, built, or documented to maximize your valuation — before a buyer starts asking questions.
Financial Process Audit
A diagnostic of your entire finance function — month-end close, AP/AR workflows, reporting cadence, and tool stack. You get a clear picture of what's working, what's broken, and what to fix first.
Don't see what you need?
Every finance project is different. If you have a specific deliverable in mind — a one-off analysis, a compliance review, a reporting package — we'll scope it as a fixed-fee project. Book a discovery call and tell us what you need.
Discuss Your ProjectCommon Questions
Do I need to be on a retainer to hire you for project work?
No. Project work is completely standalone. You get a fixed scope, a fixed fee, and a clear deliverable — no ongoing commitment required. If you decide you want ongoing support afterward, we can discuss a retainer separately.
How quickly can a project start?
We scope the work during a discovery call, send a proposal within 48 hours, and begin as soon as the agreement is signed. Projects can be underway within days of that first conversation.
What platforms can you work in for project work?
We work with Xero, QuickBooks Online, and any accounting platform you wish to remain in. If a migration makes sense, we can handle that as part of the project. We're Xero Certified Advisors with deep QuickBooks expertise.
What if the project uncovers more issues than expected?
It's not uncommon, particularly with book cleanups and system migrations. If we identify anything beyond the original scope, we'll walk you through what we found and provide a recommendation so you can make an informed decision. There are never any surprises on our end.
Can project work lead into an ongoing engagement?
Absolutely. Many of our retainer clients started with a one-off project — a book cleanup, a model build, or a system migration. It's a low-commitment way to see how we work before committing to ongoing support.
Do you handle tax filing?
No — we are not a CPA or chartered accountancy firm and do not provide tax advice or tax filing services currently. We coordinate with your tax advisor and deliver books that are audit-ready and tax-prep ready, which typically reduces your tax prep costs.
Ready to Get It Done?
Book a free discovery call. We'll scope the project, give you an exact quote, and get moving.