Standardization, the work that comes before the work.
Before bookkeeping. Before tax. Before strategy. Standardization is the structured, one-time engagement that gets a founder's finances into a usable state, so every service that follows can actually deliver.
A one-time engagement, not an ongoing service.
Standardization is how we take a founder from "I have a shoebox and three QuickBooks files" to a clean, opening balance sheet, structured chart of accounts, defined entity architecture, and a documented set of standard operating procedures the team can actually follow.
It is finite. It has a scope, a price, and an end date. When it is done, the founder has a foundation. Every service after that, fractional accounting, payroll, compliance, advisory, can deliver against it.
Founders with a messy foundation.
- Multi-entity structures that grew without a plan
- Cross-border ventures with mismatched books across countries
- Years of self-managed bookkeeping that needs to be cleaned and closed
- Founders preparing for a fundraise, an audit, or a tax filing season
- Anyone whose finances are not yet in a state where ongoing services can deliver
The full scope.
Every standardization engagement covers these six workstreams. Depth varies by tier; structure does not.
Entity Architecture
Documented review of every entity, jurisdiction, and ownership relationship. A clean map of who owns what, where, and why.
Chart of Accounts
A purpose-built chart of accounts that fits how the founder actually earns and spends. No generic templates.
Historical Cleanup
Up to twenty-four months of historical books, reconciled, recategorized, and closed. Catch-up where needed.
Opening Balance Sheet
A clean opening balance sheet with documented reasoning behind every number. The day-zero state for everything that follows.
Documented SOPs
Written standard operating procedures for the recurring work, what gets done, when, by whom, and how it is reviewed.
Handoff Package
A complete handoff document so the founder, or the next provider, has everything they need to operate the foundation we built.
Three tiers, sized by complexity.
Every standardization quote is based on three things: entity count, geographic footprint, and revenue scale. The quote tool walks through these in three quick steps and returns an instant price.
Anything above twenty-five thousand routes to a fifteen-minute sizing call so we can scope it by hand.
Get a QuoteTier Range
Under $18,000 · Single entity, single state, light history
$18,000 to $25,000 · Multi-entity or multi-state, moderate history
Above $25,000 routes to a sizing call · Cross-border, complex history
Four steps, one foundation.
Quote
Three questions, instant price. Save the quote ID and pay when ready.
Kickoff
A sixty-minute kickoff call scopes timelines and confirms the workstreams that apply to you.
Build
Four to twelve weeks of structured work with weekly check-ins and visible progress.
Handoff
A documented handoff and an optional transition into ongoing fractional accounting.
Common questions.
How long does standardization take?
Four to twelve weeks depending on tier. Foundations typically four to six weeks. Integrated six to ten. Enterprise scopes are set at the sizing call.
Is the quote final?
The instant quote is locked once you pay and book the kickoff. If something material changes during the kickoff conversation, we adjust the scope or the price before the work begins, never after.
What happens after standardization is done?
Most clients move into ongoing fractional accounting or another service. Some take the handoff package and run it themselves. The choice is yours.
Do you work with international entities?
Yes. Our practice covers the US, Latin America, the EU, and the UK. Cross-border structures route to Enterprise scope and a sizing call.
Can I talk to someone before I get a quote?
Yes. A thirty-minute discovery call is the easiest way. We will tell you honestly if standardization is the right entry point for your situation.