How we work
Fixed fees, written scopes, and every number tied back to a document you can check yourself.
From first email to findings
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You send what you have
Email the listing, your P&L or a short description. Partial and messy is fine. That's usually the point.
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We quote in one business day
A written scope, a fixed fee, a delivery date and the documents we'll need. Nothing starts until you agree to it.
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We work and we call
When a number doesn't tie out, you hear about it the same day, not in the final report.
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You get it in writing
A written report, the working spreadsheet, and a call to go through both. Questions afterward are part of the fee.
The terms
- FeesFixed and agreed in writing. If the scope grows, we ask first.
- PaymentOne-time work is half up front and half on delivery. Monthly books are billed at the start of each month.
- PrivacyWe'll sign your NDA or the broker's. We never publish anything that identifies a client or a deal.
- Your filesShared through a folder you control. When the work ends we delete our copies if you ask.
- MoneyWe never hold signing authority or move money on your behalf without your approval.
What we are, and what we aren't
We're an independent business advisory firm. We analyze businesses, find where the numbers don't hold up, and run day-to-day books.
We are not a CPA firm
Our work is not an audit, review or compilation of financial statements and carries no attest opinion. If your lender requires attested statements or a formal earnings report from a licensed firm, we'll tell you so up front and help you get your books ready for it.
Tax returns go to your CPA. Purchase agreements and leases go to your attorney. We work alongside both.