The right financial support for the business you are actually running.
Whether you're starting fresh, sorting through old books, or looking for an ongoing financial partner, Citrine helps you build a clearer financial picture and make more informed decisions.
01
Financial Foundation Setup
Whether you're starting a new business, adding an entity, or replacing disconnected financial processes, we build an organized accounting foundation that makes the financial side of your 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 clear guidance for the people using the system.
02
Financial Foundation Cleanup
When the books are behind, inconsistent, or too unreliable to guide decisions, it's difficult to know where the business really stands. We restore order, investigate discrepancies, and identify gaps in the financial records and processes, so you can move forward with greater confidence.
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.
Cleanup projects are scoped separately based on the condition of the books and the work required.
03
CLARITY
CLARITY is for business owners who want more than accurate financial statements. It brings bookkeeping, Controller oversight, and financial advisory together in one ongoing relationship, so you can understand what's happening financially and make decisions with greater confidence.
Who it is for
Established, owner-operated businesses managing multiple projects, receivables, payables, and cash commitments—where financial decisions require more context than monthly reports alone can provide.
What's included
Ongoing bookkeeping, Controller oversight, cash flow visibility, accounts receivable and payable oversight, project or job profitability where relevant, and regular financial reviews to help you understand what's happening, what needs attention, and what the business can support.