The right financial support for the business you are actually running.
Whether you are starting with a blank slate, untangling old books, or ready for an ongoing financial partner, Citrine helps you understand what is happening and make more informed decisions about what comes next.
01
Financial Foundation Setup
For a new entity, a business building its financial infrastructure, or an owner ready to replace disconnected financial processes with an organized accounting foundation. We build a system that makes the financial side of the business easier to understand and manage.
Who it is for
Businesses starting fresh, adding or restructuring entities, changing systems, or putting more reliable financial infrastructure in place.
What's included
Chart of accounts, workflows, reporting structure, integrations, and a clear handoff for the people who will use it.
02
Financial Foundation Cleanup
For books that are behind, inconsistent, or too unreliable to guide a decision. We restore order, resolve the questions hiding in the detail, and leave you with a financial foundation you can trust.
Who it is for
Owners who have outgrown old processes, inherited messy books, or need a clean starting point before planning ahead.
What's included
Reconciliations, classification review, historical cleanup, reporting fixes, and a plan for keeping the books clear going forward.
03
CLARITY
For owners who want more than a set of financial statements. CLARITY combines ongoing bookkeeping, Controller oversight, and financial advisory into one consistent relationship.
Who it is for
Established owner-operated businesses with multiple projects, receivables, payables, cash commitments, and financial decisions that require more context than the monthly financial statements provide.
What's included
Current books, Controller-level oversight, cash and obligation visibility, project or job-level insight where relevant, and financial guidance around the decisions in front of you.