For owner-led professional-service businesses, generally $1M-$10M in revenue
Stop running a growing business from the checking balance.
The Financial Back Office Reset cleans up the books and builds a monthly system that shows what you can safely pay yourself, what the business can afford next, and how much runway you actually have.
Personal reply, usually within two business days.
Washington-licensed CPA. Former controller for roughly $3 billion of real estate across 60+ entities.
When the business has outgrown improvising
The expensive part is not untidy books. It is running the business without a reliable answer.
- The books close, but not in time to guide the next decision.
- Owner pay, hiring, and tax set-asides still depend on the checking balance.
- Revenue has grown faster than the accounting process behind it.
- You want to hand off the mechanics without losing sight of the business.
What changes
From accounting file to operating system.
You do not need another report to interpret alone. You need a repeatable way to see the obligations, options, and next decision.
Clean up what you cannot trust
We find the gaps, reconcile the important accounts, and repair the workflow creating repeat problems.
See what the cash already owes
Taxes, payroll, debt, upcoming bills, and operating needs stop hiding inside one reassuring bank balance.
Make the next move with context
You leave with an owner-ready view of profit, pay, runway, and what the business can afford next.
The Reset
A defined engagement, not an open-ended accounting project.
Every Reset is scoped and quoted before work begins. The exact work follows the business, but the sequence stays clear.
- Week 1
Review and map
You receive a gap map: what is unreliable, what is creating repeat work, and which decision should guide the cleanup.
- Weeks 2-4
Clean and rebuild
Priority accounts are reconciled and the close workflow, obligation view, reporting structure, and ownership are rebuilt.
- Weeks 5-6
Run and hand off
You receive the first Owner Brief, documented monthly procedures, and a working session on a live business decision.
A calmer kind of controller
Serious accounting without the conference-room theater.
I am Ashleigh Day, a Washington-licensed CPA with 17 years in corporate finance. I managed treasury, cash flow, tax coordination, multi-entity reporting, and monthly closes for a private-equity real estate portfolio.
The point of this work is not pristine reports for their own sake. It is a business that is easier to understand, easier to operate, and less likely to consume the freedom it was meant to create.
Read how the private-equity underwriting lens became a practical decision system
Start with the unpolished version
Your inquiry does not need to arrive organized.
Tell me what takes too long, what you do not trust, or which decision the business keeps postponing. I will reply personally and tell you whether I see a useful, properly scoped way to help.
- Software
- QuickBooks Online and spreadsheets. Other systems can be discussed.
- Fees
- Fixed fee, scoped and known before you commit. No hourly meter.
- Preparation
- No cleanup required before the first conversation.
Scope: Accounting, reporting, and business decision support. Not investment, legal, or securities advice. Services are offered only where permitted by applicable licensing and practice rules. Read the full services disclosure.