Books assessment
Current state of your chart of accounts, reconciliations, and transaction categorization.
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Free Financial Consultation
A no-pressure conversation about your financial needs — current books, reporting gaps, and where CFO advisory could help.
THE PROBLEM
You know your finances need attention — but you're not sure where to start.
Maybe books are months behind, team payments feel overwhelming, or you're making growth decisions without reliable financial data. Without a clear picture of your options, it's hard to know whether you need bookkeeping, reporting, or CFO advisory support.
WHAT WE DO
A structured conversation with clear next steps.
We review your current financial setup — accounting software, bookkeeping status, reporting needs, and business goals. You leave with an honest assessment and a recommended service path, whether that's monthly bookkeeping, a books cleanup, or CFO advisory.
CONSULTATION
What we cover
Software review
QuickBooks Online, Xero, or other platforms — setup, integrations, and gaps.
Payroll evaluation
Payroll complexity integrated with bookkeeping where needed.
Reporting needs
What financial statements and KPIs you need to run the business.
Advisory fit
Whether budgeting, forecasting, or CFO advisory would add value.
Service recommendation
Clear next steps — no pressure, no generic proposals.
CONSULTATION FLOW
How the consultation works
Schedule a call
Share your situation
Review books & systems
Discuss goals
Recommend services
Optional proposal
Get started
DELIVERABLES
What you receive
Honest assessment
Clear picture of your financial setup and what needs attention.
Service recommendation
Bookkeeping, reporting, or CFO advisory — matched to your needs.
Next steps
Actionable path forward, whether you work with us or not.
PROOF
What you walk away with
A clear understanding of your financial gaps, a recommended service level, and a realistic timeline — so you can make an informed decision about outsourcing your books and financial management.
FAQ
Common questions
Is the consultation really free?
Yes. There is no obligation. We use the conversation to understand your needs and determine if we are a good fit.
What should I prepare?
Access to your accounting software (or a summary of your current setup), a list of pain points, and your business goals for the next 12 months.
How long does it take?
Typically 30–45 minutes. Follow-up may be needed for complex situations.
Do you only serve Bozeman businesses?
We are based in Bozeman and serve local clients, but we also work with businesses remotely across Montana and beyond.
Get clarity on your financial needs.
Request a free consultation. We will review your situation and recommend the right services — no pressure, no obligation.