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? Just ONE correction or improvement identified in this review could pay for the cost of this package multiple times over!

The Ivory Core package is a one-time service (we like to consider it "The Starter" service), taking 4-6 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)

• Review of Customer Database organization

• Aging AR review, plus Action Plan to implement

• Workflow Process Review with Improvement Recommendations

• Progress Billing Accuracy Review or Service Follow-Up Review

• Cost vs. Billed alignment check 

• Review of Job Cost Classification

• 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