For controllers and owner-operators
Most of a close isn't judgment. It's tying subledgers to the general ledger by hand, chasing differences a system could have found, and rebuilding the same reports every month. That part can be automated. I do that part.
Before
After
These are the three things I hear in almost every first call.
The month is gone
By the time the numbers are final they're weeks stale, and nobody has time left to act on them. You're reporting history, not managing.
One person knows
One person understands how the tie-outs work. When they're out, close slips. When they leave, you have a real problem.
The system won't say
The number exists somewhere in the ERP. Getting it out means an export, three lookups, and a spreadsheet someone rebuilds every month.
Fixed scope, fixed price, two to three weeks. You know the finish line before we start, and it doesn't turn into a retainer unless you want it to.
I sit with whoever closes the books and map what actually happens — not the documented process, the real one. Every account, every source, every manual step. You keep that map whether or not we continue.
Build the automated tie-outs. The system pulls both sides, matches what matches, and produces a workpaper per account listing only what didn't. Your team reviews exceptions instead of reconciling from scratch.
Run it live against a real close alongside your existing process, so you can prove it ties before you trust it. Then documentation and handoff, so it isn't dependent on me either.
Where this comes from
I built this inside an operating business before I sold it to anyone. A mid-size manufacturer running a mid-market ERP alongside QuickBooks, reconciling 49 balance sheet accounts by hand and taking two to three weeks to close. It now closes in hours.
Same team. Same systems. The manual tie-outs went away.
That isn't agency experience. It's a controller's workflow, built by someone who had to live with the result every single month.
Published, because you shouldn't have to sit through a call to find out.
$3,000 – $5,000
Fixed. 2–3 weeks. Half up front, half on delivery.
I'd rather say this here than forty minutes into a call.
Tell me how your close runs today. I'll tell you which parts are automatable and roughly what it would take. If the answer is "not much," I'll say that — it's a short call either way.