We don't wing it. Every engagement follows a structured method designed to deliver clarity fast and build lasting systems that scale with you.
Whether you start with foundational bookkeeping or full advisory leadership, the engagement follows the same disciplined path. We diagnose before we prescribe. We align before we execute. And we advise with the authority that comes from knowing your numbers inside and out.
We assess your current financial systems, tools, and reporting to understand what's working, what's broken, and what's missing.
We design the right service configuration, establish touchpoint cadence, and set up the dashboards and reporting you need.
We deliver recurring monthly services with proactive communication, exception alerts, and continuous process refinement.
We provide quarterly strategic reviews, budget and forecast updates, and operational decision support.
Typically 1–2 weeks
Before we touch a single transaction, we need to understand what we're working with. The Diagnose phase is a structured review of your financial ecosystem — tools, processes, reporting, team, and gaps.
You'll receive a Financial Health Assessment that identifies risks, quick wins, and the recommended service configuration for your business. No surprises. No guesswork.
Typically 2–4 weeks
With the diagnosis complete, we configure the engagement to match your exact needs. This means defining the service scope, establishing how and when we communicate, setting up dashboards, and ensuring everyone knows what to expect.
Alignment isn't a formality — it's the reason our engagements run smoothly from month one. When expectations are clear, execution is consistent.
Ongoing monthly delivery
This is where the work lives. Month after month, we deliver against the agreed scope — clean closes, accurate reporting, operational insight, and proactive communication. No waiting for you to ask. No end-of-year surprises.
We continuously refine processes, flag exceptions before they become problems, and look for ways to improve efficiency and accuracy every cycle.
Quarterly + as needed
The best financial data in the world is useless if nobody helps you make decisions with it. The Advise phase connects your numbers to your strategy — quarterly reviews, budget recalibration, pricing analysis, and the kind of direct counsel that changes outcomes.
This isn't theory. It's grounded advice from someone who knows your business intimately because they've been in the systems every single month.
Every engagement is built on a foundation of clear expectations, disciplined execution, and proactive communication. That's not a tagline — it's how we operate.
Alinëa to... your first step.
A conversation is all it takes. We'll talk about where you are, what's keeping you up at night, and whether Alinëa is the right fit.
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