A Structured Approach to Financial Clarity

Most organizations are not struggling because they lack software or tools. They are struggling because there is no consistent structure behind their financial process.

What we do is simple in concept. We bring order to the books, establish a repeatable process, and maintain that structure so leadership can rely on the numbers without second-guessing them.

How the Process Works

Step 1
Cleanup and Structure
When needed, we begin by correcting the underlying structure of the books. Accounts are reviewed, errors are addressed, and the financial data is organized so it accurately reflects the business.
Step 2
Monthly Financial Process
Once the foundation is in place, we implement a consistent monthly workflow. This includes reconciling accounts, completing the month-end close, and maintaining up-to-date financial records.
Step 3
Financial Clarity and Use
With accurate and current financials, leadership can review reports with confidence and use them to support real decisions instead of relying on assumptions or incomplete information.

Two Ways to Work With Us

The structure is straightforward. The outcome is the same in either model: accurate, current financials that leadership can understand and rely on. The difference is who carries the workload.

Work With You

This is a structured, guided model for organizations that want to remain involved in the bookkeeping process but need oversight, accountability, and a disciplined workflow.

  • You maintain the day-to-day bookkeeping
  • We meet in scheduled Zoom sessions throughout the month with an accumulated allowance up to 2 hrs
  • We use that time to reconcile accounts, complete the close, and review the financials clearly
  • Time is limited by design and does not roll over month to month
  • Questions and discussion are reserved for scheduled sessions rather than ongoing email support
Work For You

This is a fully managed model for organizations that need the financial process handled for them rather than carried internally.

  • We maintain the books and complete reconciliations
  • We produce financial reports leadership can review with confidence
  • We support the organization with ongoing financial insight
  • The scope is customized to fit the size and activity level of the organization
  • You do not have to manage the monthly accounting process yourself

Some organizations want to stay hands-on and need structure. Others need the process taken off their plate. The model changes, but the goal does not.

Pricing Structure

Pricing is tied to the level of involvement and the amount of responsibility Littleton Advisory Group carries in the relationship.

Work With You
$250 per month

This model includes structured sessions throughout the month, up to a total of two hours, focused on reconciliation, close work, and financial review. It is built for organizations that want direct guidance while remaining responsible for the day-to-day bookkeeping.

Work For You
% of average gross income

This model is priced at a tailored % of the organization’s average gross income over the previous six months and is based on the customizable work needed. That structure allows the service relationship to stay aligned with the organization’s actual activity level and complexity.

Stand-Alone Consultation

For organizations that do not need ongoing support, stand-alone consultation is available at $150 per hour. This can be used for targeted guidance on cleanup strategy, workflow design, financial interpretation, system setup, or general accounting questions.

Start With Clarity

If your financials are not fully under control, the first step is understanding where the problems are and what needs to change. From there, the right structure becomes clear.

Book a Financial Clarity Session