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HOW WE WORK

Services, in plain language. What we do when we do it, and what it costs. 

AMS produces decisions. Below is the operating rhythm of the practice — what's monthly, what's quarterly, what's annual, and what only shows up when something specific needs to be cleared.

5

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Reports delivered every month - read together with you, not just sent to your inbox. ​

ONGOING

The monthly relationship.

This is the core of the practice — what most clients spend most of their time in. The monthly rhythm is not a deliverable; it's the relationship that produces the deliverables.

MONTHLY

Bookkeeping & reconciliation

Books current within ten business days of close. All accounts reconciled. Categorisation reviewed by a human — not just rules. The monthly close package: P&L, balance sheet, cash flow, AR/AP aging, and a one-page commentary on what changed.

Included in Ascent + Breakthrough

QUARTERLY

Business review

A 90-minute working session. Trend reading across the trailing four quarters. Decisions on the table: pricing moves, hiring threshold, capex, distribution timing. The session ends with three commitments and a date to review them.

Included in Ascent + Breakthrough

CONTINUOUS

Payroll & contractor admin

Payroll run cleanly through your platform of choice. Contractor records maintained. 1099-NECs filed on time. Multi-state compliance handled when activity crosses lines. Owner draws and reasonable comp set with documentation that survives a question.

Included in Ascent + Breakthrough

YEAR-ROUND

Tax strategy

Estimated payments planned and paid on time. Retirement contributions sized before year-end. S-Corp election evaluated when income crosses the threshold — not two years late. Depreciation schedules optimised before the asset is purchased, not after.

Included in Ascent + Breakthrough

ANNUAL

Return preparation

Federal and state. Personal and business when integrated. Filed by the deadline — not the extension. Because the bookkeeping is current and the strategy was set in November, the return is the closing chapter, not the surprise.

Included in Ascent + Breakthrough

WHEN NEEDED

IRS representation

Notices opened the day they arrive. Audits handled in-house — not referred out. Payment plans negotiated when needed. The same relationship that knows your books represents you. No new professional, no re-explaining the situation, no sequential billing.

Included in Ascent + Breakthrough

BOUNDED

Cleanup 
Engagement

For when the books are behind, the taxes are unfiled, the accounting system has been abandoned, or personal and business finances have never been separated. A bounded engagement, scoped after a diagnostic conversation. Not a recurring service — the path-clearer for the relationship that comes next.

$500 - $8,500

Flat fee. Scoped per situation. The number is set in the diagnostic and doesn't move during the engagement.

WHEN IT RUNS
 

In parallel with Foundation Lab — or independently.
 

The mess is not disqualifying. It's the reason to start. The cleanup and the program run together — books get clean while habits get built.

THREE ROUTES
 

Diagnosed first. Then routed honestly.

Self - directed catch-up

You're closer to current than you think. We hand you the punch-list, the templates, and a checkpoint review. Lowest cost. Highest ownership.


 

AMS standalone engagment

We do the cleanup. You provide access and a few hours of input. Bounded scope, fixed fee, defined finish line. Then a handoff into Ascent — or not.

 

Specialist referral

If the situation is outside our specialty (forensic, complex multi-year, certain criminal exposures) — we name it and route you to the right professional. Honestly, before the engagement letter.

SELECTIVE · HIGH-TOUCH · ON REQUEST

Four steps from "I might need this" to "we're working together."

There is no sales funnel here. There is a fit conversation, a written scope, and a start date. If at any point the answer is "not yet" — or "not us" — we say it.

Step 01

Clarity Assessment

Free, 7-minute self-serve diagnostic. Routes you to Foundation or Ascent based on a 5-dimension score. No follow-up sales call unless you ask for one.

Step 02

Fit conversation

30 minutes. We diagnose where you are, what's blocking the next step, and whether AMS is the right partner. Honest answers — including "not yet."

Step 03

Written scope

What we'll do, when, what it costs, and how the engagement ends. Not a contract template — a document specific to your situation. You read it, ask questions, sign or don't.

Step 04

Onboarding & start

Access setup, opening review, baseline established. First monthly close runs on the rhythm within 2 - 8 weeks.

Two doors. Either one is right one!

Take the Clarity Assessment

Free. 7-minutes. Routes to Foundation or Ascent based on a 5-dimention score.

Or talk to a human first
 

Book a 30-minuite fit conversation. We'll tell you honestly which tier - if any - is the right one.

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