Direct Clients
When a business comes to Aligned on its own, a reconstruction or systems project develops into Fractional Controller & Advisory when the client needs ongoing support.
The Part that Doesn’t Fit Your Monthly Engagement
Every CPA has a few of these: a client whose books need to be rebuilt, cleaned up, or moved to a new system before anyone can do their part. That work rarely fits the monthly engagement, or the fee.
Aligned takes that project, works through the history, and hands the books back in a state your team can work from. You can refer it without wondering whether the engagement will be used to take over the recurring relationship. It won’t.
What You Can Count On
The ongoing work stays where it is
Aligned Consulting takes the historical project. The ongoing client relationship stays with you.
Changes you can follow
Every correction is documented: what changed, why, and what supports it. Your review starts from a clear record.
A defined end
Scoped as a project and closed when the work is complete, not an engagement that quietly becomes permanent.
How a Referral Works
- 01
Introduce
Tell us about the client and what the file needs. A description is enough to start.
- 02
Scope
The project is scoped with clear boundaries, agreed with you and the client before any work begins.
- 03
Hand Back
The work is completed and documented, and the financials come back in a state your team can work from.
Where the Boundaries Sit
Professional Referrals
When a client is referred, Aligned respects the relationship you already have and stays within the agreed scope. If the work points to a need beyond it, that conversation happens with you, not around you.