You don't need to have it all figured out before you contact us
Most business owners come to us when the pressure is already building and a growing feeling that they're always one step behind where they want to be. That's exactly the right time to reach out. We work with you from wherever you are, not from where you think you should be.
The right support for where you are today
After getting to know your situation, we'll recommend a level of support that makes sense for where you are right now, not where we'd like you to be.
You might start with Accounting & Tax Foundations and build toward more involved advisory support over time, or you might need Fractional CFO support from day one. Either way, the recommendation will be honest, not ambitious on our behalf.
We offer three levels of support: Accounting & Tax Foundations, Growth Advisory, and Fractional CFO Support. All support includes state-of-the-art cybersecurity so you know your data is always protected.
Discovery
Let’s talk about you, us, and how we can work together
There's no pitch waiting on the other end of that first call. It's just a conversation: us getting to know your business, you getting a feel for how we work, and both of us figuring out whether there's a genuine fit.
We'll ask about your business. What's working, what's not, and what's been keeping you up at night. You don't need prepared answers or polished numbers. Unfiltered honesty is always better.
By the end of the call, you'll have a clearer picture of where things stand, and we'll have a better sense of how we can help.
WHERE YOU STAND
We'll help with the numbers so you don't have to figure them out alone
Once we understand your situation, we dig into the numbers. We examine your systems, your cash flow, your tax position, and the gap between where you are now and where you want to be.
We're not looking for perfection. We're looking for clarity: the kind that helps you make better decisions and stop second-guessing yourself.
There's no judgment here, just an honest look at what's going on so we can figure out what needs to change.
Clarity
You'll know what to expect from day one
That means being clear about how we communicate, what we'll take care of, what we'll need from you, and when things will happen.
No vague timelines, no surprises, and no wondering whether someone's working on your file.
- Regular check-ins and clear communication
- No confusion about who's doing what
- Transparent timelines and deliverables
Partnering
We're here for the long run, not just the easy parts
This isn't a transaction. We're here to monitor your numbers, stay close to the decisions that matter, and be the steady voice you can turn to when things feel uncertain.
Your business will change, and your needs will shift, and we'll be right there when they do. We’ll ask the right questions, flag what matters, and make sure nothing important catches you off guard.
You’ll get:
- Regular financial reviews, structured around your business and goals
- Guidance when decisions need a clear head
- Steady support through whatever comes next
WHAT WE EXPECT FROM CLIENTS
We work best with business owners who are ready to be honest
Red Alder isn't the right fit for everyone, and that's on purpose. We're selective because it protects you, our team, and the quality of our work together.
Here's what the best client relationships tend to look like.
You're open to honest feedback
You're thinking beyond the tax bill or quarter
You value alignment over shortcuts
You're committed to the relationship
WHAT YOU CAN EXPECT FROM US
We show up for you with honesty, clarity, and steady support
We tell you the truth
We guide without judgment
We're responsive and reliable
We think long-term
PRICING AND FIT
Pricing depends on what you need
Real businesses we work with don’t use flat rate prices. We don’t either. Your investment with Red Alder is shaped by your situation, not a one-size-fits-all package.
What we take into account:
- The complexity of your business and structure
- Your revenue and team size
- The systems and software you're currently using
- The level of support and advisory involvement you need
- Your goals and how actively you want us involved
Our services aren’t for everyone. If you’re looking for the lowest prices or just someone to find a sneaky way to save you a quick buck, we aren’t for you, and that’s okay. We want to make sure you are getting the right services for you.
If there's a fit, we'll talk through what that looks like in our first conversation, so there are no surprises on either side.
From the first call to a familiar rhythm
A real conversation
A clear proposal
A calm start
