Your estimate is driven by:

- Monthly transaction volume and number of accounts to reconcile

- Payroll size and pay frequency

- Sales tax scope (GST/HST/PST/QST) and filing cadence

- Tool stack complexity (payments, bill pay, expense tools, subscriptions)

- Multi-entity / multi-currency requirements

- Close speed expectations and reporting depth

- Cleanup needs (how far behind you are)

You’ll receive a scoped estimate and recommended starting path (Core, Growth, or Strategic Partner).

From there, most clients:

- Book a 15-min Fit Check to confirm fit and route the fastest next step, or

- If cleanup is required, move directly into a cleanup consult / sprint plan.

Vizhen is typically a strong fit for:

Companies with $1M+ annual revenue or spend (sweet spot: $1M–$10M)

Tool-heavy setups with real operating complexity

Teams that value speed, clarity, ownership, and decision-grade numbers

Funded startups under $1M can still be a fit if the goal is to build the finance machine properly from day one.

We’ll tell you quickly, often during the Fit Check, and point you to the right resources or alternatives if Vizhen isn’t the best match.

1. Core - Your day-to-day accounting department, managed with Controller-level oversight.

2. Growth - Controller-owned month-end close discipline, controls & system hygiene so numbers are decision-grade.

3. Strategic Partner - Runway/forecasting & board-ready reporting and decision support grounded in clean, reliable data.

Depending on scope and package, we can support:

- Monthly bookkeeping + month-end close

- Payroll coordination and reconciliations

- Sales tax filings and remittances

- AP / bill pay workflows and approvals

- AR workflows (invoicing and collections rhythm)

- Systems and workflow cleanup (automation, tools, process design)

- Forecasting, runway, and KPI reporting

- Board/investor reporting support

Typically:

- Bank/credit card reconciliations

- Categorization rules and bookkeeping maintenance

- Monthly financial statements (P&L + Balance Sheet)

- Close checklist execution and review (depth varies by package)

Advanced work (forecasting, multi-entity, complex revenue recognition, large cleanups) is scoped separately or delivered under the appropriate package.

Yes, fit-dependent. Examples include cleanup/setup, workflow rebuilds, close acceleration, tool stack cleanup, lender readiness, and KPI or reporting projects.

Yes. Many clients start with one pain point (cleanup or unreliable close) and expand into forecasting or strategy as complexity grows. Scope is adjusted transparently as needs change.

Onboarding is structured and timeline-driven:

- Kickoff + access + intake

- Close calendar + responsibilities map

- Cleanup (if needed) + first close

- Stabilize the monthly cadence

You’ll know exactly what’s needed, who owns what, and when financials will be ready.

It depends on your current state and complexity. During Discovery (or Fit Check when simple), we agree on:

- Close cutoffs and calendar

- Inputs needed from your team

- The reporting package you need
- Then we execute consistently month after month.

Low involvement. Expect a simple rhythm:

- A short list of asks (approvals, missing receipts, clarifications)

- Clear review points

- Proactive updates so you’re not chasing your accounting team

Yes. You’ll have clear ownership and an escalation path.
Controller involvement varies by package, but the standard is: numbers are reviewed before they’re delivered and issues are flagged early.

We keep communication calm and predictable:

- Standard response: within 1 business day

- Urgent/time-sensitive: same business day when possible

- Email by default (Slack available for higher-complexity engagements as scoped)

- Clear escalation path when needed

Yes. If you’re behind, we’ll often recommend a cleanup/catch-up sprint first so the ongoing cadence is stable.
During the Fit Check we’ll confirm the fastest path based on how many months you’re behind and any deadlines.

Yes. We’ll run a clean transition:

- Access and handover checklist

- Opening balance review

- Reconciliation catch-up (if required)

- Close calendar reset so reporting becomes predictable again

We work best with modern, cloud-based stacks (accounting + payroll + payments + expense + bill pay).
If you’re on spreadsheets or a fragmented setup, we can still help, often starting with cleanup + system hygiene first.

Yes. We focus on removing friction: simplifying tool workflows, reducing manual entry, and installing repeatable processes that scale without turning finance into a black box.

Yes, and we’ll scope it carefully. Multi-entity and multi-currency typically require additional controls and reporting structure, which we confirm before work begins.

Yes. This is core to Strategic Partner package and often layered on once your close process is reliable. We provide rolling forecasts, runway/burn tracking, and scenario planning to support decisions.

Yes. We can support lender-ready reporting, financial package prep, and Controller/CFO support for bank conversations depending on your needs.

Yes, typically through Strategic Partner package where board-ready reporting and narrative is grounded in clean data and a consistent close cadence.

Trust comes from process:

- Reconciliations and documented close steps

- Exception handling (catch issues early)

- Consistent treatment month-over-month

- Review and sign-off standards (Controller-led in the Core package)

Most engagements are structured for flexibility with clear scope and expectations. We’ll confirm terms during the Fit Check so it’s transparent.

We make your books tax-ready and can coordinate clean handoff to your tax preparer (or recommend partners). If you need tax work included, we’ll confirm availability and scope during the Fit Check.