Transitional Accounting Services for the In- Between Stage
You’ve outgrown your bookkeeper but aren’t sure what’s next—we bridge the gap with expert systems you can own once you bring your accounting in house
Who This Is For
The Growing Business
✓ Seeking financial reporting optimized for day-to-day business management
✓ Current bookkeeper can’t handle increasing complexity
✓ Needs better financial insights but not a full-time CFO
The Forward-Thinking Owner
✓ Planning for sustainable growth and future accounting needs
✓ Values structure, systems, and documentation
✓ Wants to invest in processes they will own and maintain when they have an in-house accounting team
What You Get
Documented Systems
Complete SOPs for your entire accounting function, customized to your business and designed for handoff
Financial Clarity
KPI tracking, and regular insights that help you make data-driven decisions
Transition Planning
Structured approach to eventually hire and train your in-house team to take over
What Makes This Different
“We build it right. You take it from there.”
Not Dependency, But Transfer
We design our engagement with the end goal of transferring knowledge and systems to your team
Ownership of Your Processes
You own all documentation, systems, and processes we develop together, no proprietary lock-in
Training Built-In
We don’t just build systems, we train you and your future team to maintain them independently
Your Transition Roadmap
Discovery
We analyze your current processes, identify gaps, and create a customized transition plan
Documentation
We build comprehensive SOPs, workflows, and systems tailored to your business needs
Training
We train you or your team on all systems with hands-on guidance and recorded sessions
Support
We provide ongoing support as you take ownership of your financial systems
Frequently Asked Questions
How long does the typical transition take?
Most clients work with us for 6-12 months before fully transitioning to their internal team. The timeline depends on the complexity of your business and how quickly you want to build your internal team.
What if I don't plan to hire an internal team soon?
That’s fine! We can provide ongoing services while maintaining your systems, and you’ll still benefit from having well-documented processes ready when you decide to make that transition.
How is pricing structured?
We offer fixed monthly pricing based on your business complexity and needs. This typically includes all documentation, system building, and training.
What accounting software do you work with?
We work with Divvy (Bill Spend and Expense), Bill.com (Bill Payables and Receivables), and QuickBooks Online.