Your investor asked for the data room.
We make it ready in 21 days.
Fixed-fee due diligence cleanup for founder-led SaaS and agency businesses. 12-month restatement, board-ready P&L and balance sheet, delivered on a 3-week calendar you can hand to your buyer.
4-hour response during business hours.
You’re here because something just happened.
Founders don’t search for “due diligence readiness” on a calm Tuesday. You’re here because one of these landed in your inbox:
Buyer sent a term sheet or LOI
They want to see 12 months of clean financials before signing. You have 2-4 weeks.
Data room request landed
An acquirer or investor is asking for 40 documents by Friday. Your books are in QuickBooks and a messy Google Drive.
Fundraise is opening
Your deck says $4M ARR. Your P&L says something else. The numbers need to match before the first pitch.
Board meeting on the calendar
You promised a clean P&L and balance sheet. You looked at the current ones. They're not clean.
The clock started the moment the email landed. Every day your books stay messy is a day your leverage shrinks. This is the offer we built for that exact moment.
$9,995 fixed. 21 days. Done.
One price. One deadline. A written scope memo your buyer can read. No change orders, no retainer, no hourly surprises.
What’s included
- 12-month P&L restatement (accrual, GAAP-aligned)
- 12-month balance sheet restatement, tied to bank
- Revenue recognition cleanup (SaaS: ASC 606; agencies: project accounting)
- Chart of accounts rationalized for investor review
- Deferred revenue and AR aging schedules
- Data-room-ready export: PDF + Excel, investor-formatted
- One 60-min handoff call with your CFO / buyer / advisor
- Written scope memo so your buyer knows exactly what was restated
What’s not included
- Ongoing monthly bookkeeping (separate engagement — happy to scope)
- Tax return prep or filing (we work alongside your CPA, not instead of)
- Audit or assurance work (we produce review-ready books, not audited ones)
- Dispute or restate-the-restatement work (this is a one-pass cleanup)
- Deal advisory, valuation, or negotiation support
- Historical work beyond the prior 12 months
If any of these matter for your deal, tell us in the notes on the form and we’ll scope them separately. We’d rather say “that’s a different engagement” than surprise you on Day 20.
Here’s exactly what happens on the calendar.
No black box. You see progress every day. If something is going sideways, you hear about it at Day 7, not Day 20.
Kickoff + access
60-min call. You hand over QuickBooks access, bank read-only, payroll, Stripe/merchant gateway. We send a 10-item document checklist.
Discovery + cleanup plan
We reconcile bank, surface every open question, and deliver a written cleanup plan. You see the rough edges before we touch anything.
Restatement
12-month P&L and balance sheet rebuilt. Revenue recognition corrected. Chart of accounts rationalized. Daily async updates in a shared Loom + doc.
Review + package
You review the draft. One round of questions and tie-outs. We format the data-room export and the scope memo.
Delivery + handoff
60-min handoff call with you (and your buyer or CFO if you want them on). Final deliverables in your inbox and in your data room.
Why fixed fee?
Hourly billing is a game where the advisor wins when the books are messy. That’s not a game we want to play with a founder whose deal is on the line.
We’ve done this exact work before, in-house, for founder-led SaaS and agency businesses in the $500K–$10M range. We know what 12 months of cleanup takes, and we know what the data room export needs to look like to pass a buyer’s first pass.
The $9,995 is calibrated to that known scope. If we’re efficient, that’s on us. If we’re not, it’s still $9,995.
Questions founders ask before signing.
What if I need it faster than 21 days?
Reply to the scope email. If the timeline is doable we'll scope a rush fee. If it's not, we'll tell you straight — we'd rather turn down a rush than miss a deal deadline.
What if my books are worse than you thought?
The Day 7 cleanup plan is the honest number. If the scope is bigger than a 21-day fixed-fee engagement can hold, we'll tell you at Day 7 — not Day 20. You pay for what was done, and we scope the rest separately.
Why fixed fee instead of hourly?
Hourly billing is a game where the advisor wins when the books are messy. We'd rather you know the price before we start. If we're efficient, that's our problem, not yours.
Do you work with my existing CPA?
Yes. We produce the review-ready books your CPA needs for tax, and we stay out of tax return work. Most of our engagements end with a clean handoff to your existing tax preparer.
What industries do you work with?
Founder-led SaaS and professional service agencies in the $500K-$10M revenue range. If you're outside that, tell us in the notes field and we'll tell you whether we're the right fit.
What happens after the 21 days?
You own the deliverables. No lock-in. If you want ongoing monthly bookkeeping or fractional controller work after the engagement, we can scope that separately. If you just want to take the clean books and run, that's fine too.
Start your 21-day readiness plan
Tell us what triggered this and when you want to start. We respond within 4 business hours with a scope confirmation and schedule.