The Ivory Core | Clear Financials, Confident Growth

Behind on reconciliations? Unsure about what is actually being earned on your jobs? Messy AR or billing confusion? Newer company and you just want clarity for yourself and your employees?

The Ivory Core package is a one-time service (we like to consider it "The Starter" service), taking 6-8 weeks to complete while we personally and carefully review your financials. Included in this package is:

• Bank and Credit Card reconciliation up to 6 months on up to 3 accounts

• Aging AR review and organization, plus action plan to implement

• Progress Billing accuracy review on up to 30 jobs

• Cost vs. Billed alignment check on up to 30 jobs

• Correction of misclassified job costs

• Clean, updated financial statements

• Simple billing workflow document

• One hour call upon completion to discuss findings summary, corrective action going forward and answering any questions, plus unlimited email throughout the process

Cost: $4000.00 

*This package is designed for newer or smaller business owners who desire financial clarity. The cost is below average for an accountant of my qualifications in the industry, and if you have ANY doubts about your bookkeeping or financials, or just want to see where you can improve or increase revenue, this service is well worth the money. At an annual revenue of just $1M, this package costs only 0.4% of your earnings, and if even ONE correction is made to your billing process through my findings or any small improvement is made through my included provided simplified reports and worksheets, your financial return will likely be multiple times the amount of the cost of this service.