Ongoing support
Most owners do not want to buy bookkeeping, then forecasting, then advice. They want someone accountable for the numbers every month. That comes at three levels, and each one adds a layer rather than a bundle.
The three levels
Where a business belongs depends on what is actually missing, which is what the assessment is for. Most start lower than they expect and move up as the questions get harder.
Level one
The record. Books that are current, closed on schedule, and correct.
Level two
The controls. Numbers you can make a decision on.
Everything in Financial Foundation, plus:
Level three
The decisions. Someone thinking about where the business is going.
Everything in Financial Control, plus:
Not by asking what you want to buy. The Financial Assessment looks at what is actually missing, and the recommendation comes out of the findings. Businesses that arrive convinced they need a CFO frequently need the close fixed first, and there is no point forecasting on numbers that are wrong.
Engagements run month to month. Moving up a level is normal as the business grows, and moving down is fine too.
Where this starts
Three weeks, fixed fee, every finding priced in dollars. It tells you what is leaking, what it is worth, and which level of ongoing support actually fits. If you move forward, the fee applies as a credit toward that work.
If the books are too far behind to analyze, financial cleanup comes first. You cannot quantify anything against records that do not reconcile.
Common questions
The assessment answers that. It looks at what is actually missing, and the recommendation comes out of the findings rather than out of a menu. Most businesses that come in thinking they need a CFO actually need the close fixed first.
Yes, and most businesses do. Financial Foundation exists partly as a starting point for companies that are not ready for more. As the business grows and the questions get harder, the level moves with it.
No. Tablerock can work with your existing bookkeeper or provide and manage the accounting support required for an accurate monthly close, depending on what the business needs.
No. Engagements run month to month. A client who feels trapped is not a client who refers anyone, and locking someone in does not make the work better.
Tablerock does not prepare tax returns. Tablerock coordinates with your existing tax CPA, or introduces one when you need a referral. Tax preparation is contracted separately.
BUILD is how the first ninety days of an engagement run, not a separate thing to buy. Baseline is the assessment you already completed, and the remaining phases get scoped from what it found.
Next step
A short conversation about how the business runs today and where the gaps are.