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Deliverables

What you get with EJC Financial

Founder-ready outputs, delivered on a calm cadence. Start with the free Financial Clarity Review, then choose monthly support when you want an ongoing partner.

Financial Clarity Review deliverables

A fast, founder-friendly review designed to answer one question: can you trust your numbers enough to make decisions?

Financial Clarity Score (0-100)

A clear score and rating designed for founder-level decisions.

KPI highlights

Key indicators surfaced with practical context, not dashboard noise.

Executive summary

Plain-English narrative on strengths, risks, and priorities.

Prioritized recommendations

A practical action plan for immediate and monthly improvements.

Share-ready PDF

A clean PDF ready for download and sharing.

The Financial Clarity Review is not tax advice and not a valuation. It is a clarity tool.

Monthly close + reporting deliverables

Ongoing support built around one goal: a disciplined close and reporting you can actually use.

  • Monthly close ownership on a predictable cadence
  • Reconciliations and balance sheet integrity
  • Leadership-ready reporting pack
  • Plain-English variance notes (what changed and why)
  • Tax-ready hygiene maintained year-round

Fractional CFO deliverables

Founder-level support for planning and tradeoffs, grounded in clean accounting and consistent reporting.

  • Cash + runway snapshot
  • Scenario planning for major decisions
  • KPI definition and review cadence
  • Decision support for founder priorities
  • Stakeholder-ready materials as needed

Cleanup + stabilization deliverables

If your books are behind or unreliable, the first job is stabilization so reporting stops being a monthly mystery.

  • Cleanup plan with clear priorities
  • Backlog close-out to get current
  • Close stabilization so the same problems don't keep returning
  • Handoff-ready schedules and documentation

Where to start

If you're not sure what you need, start with the Financial Clarity Review. You'll get a clear read on reliability and a practical set of next steps.

FAQ

Yes. The Financial Clarity Score and report are free.

No. You can submit asynchronously in the portal. A 15-minute walkthrough is optional.

No. EJC never modifies your books during the Financial Clarity Review.

That's common. The review will show where reliability breaks down and what cleanup would involve.

Yes. We can coordinate so your books stay clean and tax-ready throughout the year.

Ready for calm clarity?

Get your Financial Clarity Score and walk away with clear next steps.