A calm, deliberate rhythm.
No chaos, no surprise invoices, no quarterly scramble. Here’s exactly what working together looks like, start to finish.
A clarity call
30 minutes, free
Thirty unhurried minutes to understand your business, your worries, and whether we’re a fit. I’ll ask what keeps you up at night and what your books currently tell you — those two answers are usually different, and the gap between them is the work.
- No preparation needed
- No obligation, no pitch
- An honest answer on whether I’m the right fit
A quiet setup
Typically the first 30 days
I get your books, systems, and access in order. If there’s cleanup to be done, I do it before we start calling anything a monthly rhythm. You keep doing what you do best while this happens in the background.
- Access to your accounting system and bank feeds
- A review of what’s there and what’s missing
- Records cleanup and chart of accounts tidy-up
- Agreement on what lands in your inbox each month
A shared read
Ongoing
Clean numbers, a short written summary in plain language, and a call whenever you want one. That’s the whole rhythm. The point isn’t the report — it’s that you’re never surprised by your own business.
- Reconciled, closed books
- A written summary you can actually read
- A call on request, not on a mandatory schedule
- Questions answered between closes
Less than you think.
Access to your accounting system, your bank feeds, and about an hour of your time in the first month. After that, the whole point is that you stop thinking about this.
Start with a conversation.
Let’s see if we’re a good fit for each other. No pressure, no jargon — just thirty minutes.
or email info@ionsynergies.com