CPA-LED FINANCIAL SUPPORT

Accounting & systems projects

Focused finance projects with defined deliverables, timelines, and fees.

Support for your next financial milestone

We scope and manage accounting and systems projects around your current records, operating needs, and deadlines. Work can include resolving historical accounting issues, implementing an ERP, preparing for investor diligence, or strengthening the finance function after a capital raise.

Accounting clean-ups and opening balance support
Accounting system conversions and ERP implementation
Fundraise readiness and investor diligence support
Post-funding finance process and reporting upgrades
Audit preparation and coordination

A defined scope and project fee

Projects are quoted separately from recurring monthly support. Your proposal defines the deliverables, responsibilities, timeline, dependencies, and agreed fee after we review your records and requirements.

Project fees depend on the condition of the records, system complexity, number of entities, and required deliverables. Where ongoing support is appropriate, we define that scope separately.

We coordinate with your existing advisors. Your independent auditor performs the audit and issues the opinion.

Discuss the support you need

Tell us about your current finance processes, reporting requirements, and priorities. We will define the scope and fee before the engagement begins.

Start an inquiry

Stephanie Pitta, CPA · Founder, ScaleRedi · About Stephanie