How It Starts
Your first 90 days
A defined onboarding, not an open-ended handover — three months to set up access and systems, fix what needs fixing, and run your first full close.
Month 1
01Access & Systems
Read-only access to your books and project systems. We map your entities, projects, loans, and close process, and set up your stack — Procore, QuickBooks, the rest — so nothing is guessed at.
Month 2
02Takeover & Fixes
We take over the books: cleanup and tie-outs, WIP reconciled to the GL, retainage and loan balances verified — the changes needed so the numbers tie.
Month 3
03We Run the Close
Your first full month-end close, run by Torveen — reconciliations, tie-outs, WIP tied to the jobs, project-level reporting. The rhythm is live.
Once You’re On Board
The rhythm after that
After the first close, the work runs on a steady weekly and monthly rhythm you can plan around.
Every Week
01Weekly Rhythm
Draws, WIP, and billing kept current all week, worked directly in your systems — project numbers never wait for month-end.
- Draws and billing kept moving
- WIP updated as job activity happens
- Worked through Procore / QuickBooks access
Every Month
02Monthly Rhythm
A structured monthly close and a reporting package you can hand your banker — same delivery, every month.
- WIP reporting
- Budget-to-actual by project
- Cash-flow visibility
- A short owner summary in plain English
Financials delivered by the 10th business day — WIP, budget-to-actual by project, cash flow, and a short owner summary in plain English.