How we work

A practical path to financial peace.

A clear process, a predictable rhythm, and one accountable advisor. Here is what working with LAUNCH looks like.

01

Owner Audit

We identify your specific bottlenecks and clean up your books to eliminate owner overwhelm once and for all. You leave with a prioritized plan.

02

Go for Launch

We set up your financials with practical, scalable technology that fits a team of any size, with crystal-clear visibility into cash flow.

03

Sustainable Growth

Ongoing guidance from a licensed CPA and fractional CFO as you scale, with cleaner books and smarter decisions.

01 —

Your first month.

Week 1

Discover

Kickoff call, access to your accounts and tools, and a review of your goals.

Week 2

Assess

We go through your books, systems, and processes, and identify the biggest issues.

Week 3

Plan

You get findings and a prioritized roadmap, with scope and timeline agreed.

Week 4

Launch

Cleanup and setup begin, and the monthly rhythm starts.

This is a typical example. Timing varies with the condition of your books and how quickly access and documents arrive.

02 —

What we need from you.

  • Read-only access to your accounting and banking tools.
  • A short list of your goals and biggest frustrations.
  • A point person for questions during the month.
  • Honesty about what is not working. We have seen it before.
03 —

Communication and tools.

You will know when to expect your numbers and when we will talk. Clients also have a secure client portal for documents and requests.

We work in the platforms you already use whenever it makes sense, and recommend better ones only when they clearly pay off.

04 —

Data and confidentiality.

Your financial information is sensitive. We use least-privilege access, avoid storing data we do not need, and review any tool that touches client data before it goes live.

05 —

Is LAUNCH a fit?

A good fit

  • Owner-led or growth-stage businesses
  • You have outgrown bookkeeping and tax-only support
  • You want clarity and are willing to change how you work
  • You value a trusted advisor over a vendor

Probably not a fit

  • You only need annual tax preparation
  • You want the lowest-cost data entry
  • You are not ready to share access to your financial systems