Custom Consulting
For the needs that don't fit in a box.
Not every challenge fits neatly into a monthly package. Sometimes you need a project finished, a system fixed, or a one-time push of expertise, not an ongoing engagement. Custom Consulting is built for exactly that: focused, expert support for the specific thing your business needs right now.
Unlike our other packages, this isn't a tiered service. It's a menu. Pick what you need, and we'll bring the right expertise to the table.
Best For: Businesses with a specific, short-term need: a software migration, a one-time cleanup, a pitch deck deadline, or a system that's been broken for too long. If it's not an ongoing relationship you're after, just the right expertise at the right moment, this is built for you.
Options
QuickBooks/Xero setup & training
Start your software off right, or finally learn the tools you've been avoiding
Financial audits & cleanup
A thorough pass through your books to find what's missing, wrong, or just messy
Business systems improvements
Better processes behind the scenes, so the day-to-day runs the way it should
Profitability & cost analysis
Find out what's actually making you money, and what's quietly costing you
Investor pitch preparation
Financials that hold up under real scrutiny, ready before you walk into the room
Why it matters
Not every problem needs a monthly retainer. Sometimes you just need it solved, by someone who knows exactly what they're doing, so you can get back to running your business. Custom Consulting gives you access to the same expertise behind our full packages, scoped to fit the moment you're actually in.
Something specific in mind?
Let’s talk about your business»
Frequently Asked Questions
-
You probably don't have to know, that's what the first conversation is for. Tell us what's going on, and we'll tell you which of these fits, or whether something else entirely is the better answer.
-
Just one is completely fine. Some clients come to us for a single QuickBooks setup and nothing else. Others need a cleanup now and a different project six months later. There's no minimum, and no pressure to bundle.
-
Whatever you need it to be. Some Custom Consulting projects are exactly that: one project, done well, finished. Others turn into clients who later move into one of our ongoing packages once the immediate need is handled. Either way works for us.
-
It depends entirely on the project, a QuickBooks setup might take a couple of weeks, while a deeper cleanup or investor pitch prep could take longer. We'll give you a real timeline once we understand the scope.
