Defined Projects
Defined, one-time engagements from a Pensacola CPA firm. Set up the accounting for a new business, fix books that have fallen behind, build the forecast or analysis a decision needs, or work through an acquisition or ownership change. No ongoing fractional CFO engagement is required.
Free consultation with our firm. No obligation.
Four Situations
Your proposal identifies the exact work, deliverables, timeline, and fee.
01
Getting the financial side right from the first month.
Possible deliverables. Depending on the scope, deliverables may include an accounting-system setup, chart of accounts, opening balances, initial cash forecast, or written next steps.
02
Books that have fallen behind or no longer tie out.
Possible deliverables. Depending on the scope, deliverables may include cleanup findings, corrected records, reconciled accounts, or a monthly-close checklist.
03
Numbers you can rely on before you commit.
Possible deliverables. Deliverables may include a forecast, budget, profitability analysis, or financial model with documented assumptions.
04
An acquisition, a new owner, a new location, or a process that has outgrown the business.
Possible deliverables. Deliverables may include acquisition financial analysis, an accounting integration plan, or a written action plan with responsibilities and target dates.
Pricing
Project work is priced as a defined engagement. After a consultation, your proposal identifies the exact work, deliverables, timeline, and fee. Work outside the scope is quoted separately before it starts. One-time projects are available on their own; an ongoing fractional CFO engagement is not required.
What this work is not: the firm does not provide legal services (formation documents and agreements come from your attorney), audits, reviews, or other assurance services, certified business valuations, or financing. Tax outcomes depend on the facts and the law and are never guaranteed.
After the Project
Others show that the business would benefit from ongoing accounting oversight or fractional CFO advisory. That is a separate decision, made after the project, never a condition of it.
Explore fractional CFO advisoryCommon Questions
No. Projects are quoted and delivered on their own. Some clients later choose accounting oversight or fractional CFO advisory; that is a separate decision made after the project, never a condition of it.
Quoted by project after an initial discussion. Your proposal identifies the exact work, deliverables, timeline, and fee before work begins. Work outside the scope is quoted separately before it starts.
Yes. Setup can include the chart of accounts, opening balances, bank and card connections, and a walkthrough of the routine that keeps the books current. The proposal defines the included configuration. Payroll implementation, sales-tax compliance, and ongoing support are not included unless the proposal says so.
That is a cleanup project. Depending on the scope, we review what exists, reconcile accounts, correct the balance sheet, and return records that are ready for the tax return, with a written list of what was found and fixed. The proposal defines the periods and accounts covered.
Next Step
A consultation on the situation, what you need, and what a scoped project would involve.
Individual tax prep online: 850 Tax (opens in a new tab). 850 CFO Online (coming soon).