The Engagement Path

From Clean Books to Confident Growth

Finance Revitalized works in two phases, not two options. Every client starts with Foundation to get the books in order, then moves into Momentum for ongoing strategic guidance. Here's what each phase includes.

Phase One
01. Foundation

Financial Clean-Up & Bookkeeping Oversight

"Get your books in order — and keep them there."

Best For

Business owners with backlogged books, no consistent close process, or who are heading into tax season, a loan application, or an investor conversation without clean financials. This is where every engagement begins.

What's Included
  • Full bookkeeping review & historical clean-up
  • Bank, credit card & loan reconciliations
  • Chart of accounts clean-up & structuring
  • A documented, repeatable monthly close process
  • Internal controls & accounting policy setup
  • Tax-ready, audit-ready financial records
  • Monthly financial statements (P&L, balance sheet, cash flow)
Engagement
4–8 wk clean-up, then ongoing monthly
Investment
Custom — scoped to your business
Start With Foundation
Then, Move Into
Phase Two
02. Momentum

Growth & Profitability Guidance

"Understand your numbers. Then use them to grow."

Best For

Clients whose books are now clean and controlled — the natural next step once Foundation is in place — who want ongoing strategic financial leadership without hiring a full-time CFO.

What's Included
  • Budgeting & rolling 12-month forecasts
  • 13-week cash flow forecasting
  • Monthly KPI dashboards & owner reporting
  • Profitability & pricing analysis
  • Strategic guidance on hiring, investment & growth decisions
  • Board- & investor-ready reporting packages
  • Direct access to Shannon for real-time decisions
Engagement
One-time project, or ongoing monthly/quarterly
Investment
Custom — scoped to your business
Ask About Momentum
Investment

Every Engagement Is Scoped Around You

No two businesses' books look the same, so Finance Revitalized doesn't use one-size-fits-all pricing. After a discovery call, you'll receive a clear proposal scoped to your business's size, complexity, and goals — so you know exactly what you're getting, and what it costs, before we begin.

Get Started

Ready to Build Your Foundation?

Book a free discovery call and we'll map out your path from clean books to confident growth — no pressure, no obligation.

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