Process
From financial chaos to calm control
Full-cycle accounting and advisory for founder-operators who want a real finance function. We start with a Financial Clarity Review, then install a monthly cadence that keeps books clean, current, and in control.
Financial Clarity Review timeline
Three focused steps from discovery to a clear roadmap.
- Discovery
We listen, review the books, and map the real state.
- Stakeholder interviews and workflow walk-throughs
- System review: books, stack, and controls
- Initial risks, gaps, and quick wins
- Findings & Roadmap
We turn the diagnostic into a prioritized plan.
- What is working, what is unreliable, and what to fix first
- Fixes, resourcing, and tooling recommendations
- Clear deliverables and fixed-fee scope
- Recommendation Delivery
We walk you through your new path forward.
- Written report and live review session
- Q and A, priorities, and sequencing
- If it fits, move into monthly cadence
Cadence
Diagnose. Stabilize. Close. Maintain.
A four-stage cadence that moves from clarity to steady monthly control.
Audit books, systems, and controls to pinpoint what is working, what is unreliable, and what to fix first.
Clean backlog, tighten workflows, and restore a clean, current baseline.
Run a disciplined month-end close with clear reporting and next-step notes.
Keep books current and decision-ready with a calm monthly cadence.
Monthly close and review
What the month looks like
Close on time, clean numbers, and plain-English reporting on a predictable cadence.
See what is working, what is unreliable, what to fix first, and the path to predictable monthly delivery.
Problems we solve
Where financial chaos shows up
Financial chaos has a pattern. Here are the signals.
Multiple versions of the truth and no one trusts the numbers.
Guessing at runway and making decisions with incomplete info.
Months behind until a deadline forces a scramble.
Invoices slip, vendors chase, and collections feel inconsistent.
You are not sure what you owe until it is already urgent.
Loan, investor, or CPA requests turn into a fire drill.
Why EJC Financial, LLC
Calm control, every month
So you lead with decision-ready numbers, not guesses.
Clarity first
We start with a Financial Clarity Review so the path is prioritized and obvious.
Predictable close
A steady monthly cadence that keeps your books clean, current, and decision-ready.
Plain-English reporting
You always know cash, profit, and runway without living in spreadsheets.
One accountable team
Execution plus advice under one roof, so ownership is clear and nothing slips.
Clean close, plain-English reporting, and clear ownership, every month.
FAQ
What you can stop worrying about
We start with a Financial Clarity Review to understand what is working, what is unreliable, and the cleanest next step. Then we scope Cleanup and Catch-Up (if needed) and/or take over the monthly cadence: close, reporting, and AP/AR support. Tax support is available with clear scope - books stay tax-ready year-round, with filing support handled by EJC where it is a fit or coordinated cleanly with your CPA.
A diagnostic of your books, systems, and controls. We show what is working, what is unreliable, and what to fix first, then deliver a prioritized roadmap for cleanup and a calm monthly cadence.
Founder-led companies and small teams in roughly the $250K to $5M+ range who want a single accountable finance partner.
Yes. We handle historical cleanups, backlogs of reconciliations, and system fixes before monthly support.
Yes. We are Denver-based and serve clients nationwide with clear monthly touchpoints.
Book a Financial Clarity Review. After the diagnostic, we align on cleanup and monthly cadence.
Most diagnostics take about 2 to 3 weeks from kickoff to delivery, depending on access and stakeholder timing.
Yes. We align responsibilities, share clean schedules, and keep your books tax-ready year-round. If you already have a CPA, we coordinate a clean handoff and reduce back-and-forth. If you want EJC Financial to support filings, we scope it explicitly based on complexity and deadlines.
Next step
Start with a Financial Clarity Review
We diagnose what is unreliable, stabilize the foundation, and map the cadence that keeps you current.