Projects that look busy but may not be profitable
See job-level cost, margin, and recovery signals before the project is closed.
Financial clarity for design-driven firms
CFO-level financial visibility for the work you are already winning.
Bookkeeping, project profitability, cash-flow visibility, and tax-ready operations for established interior design, architecture, and landscape design firms.
A focused conversation for firms with meaningful project volume.
Built for the next stage
For principals who are done managing a growing firm from a bank balance and a delayed P&L.
Established firmsactive projects and a real operating rhythm
Growing teamsmultiple employees, contractors, and vendor flows
Owner visibilitycleaner margins before the next decision is made
The work behind the work
Your financial system should keep pace with your design practice.
Cash decisions made with incomplete information
Turn close work into a recurring cash-flow and capacity conversation.
A bookkeeper who reports activity, not meaning
Get numbers structured around the decisions principals actually need to make.
Tax planning that starts after the year is over
Create a cleaner operating rhythm for proactive coordination and advisory.
How the work unfolds
A practical path from financial noise to owner-level visibility.
01 / Diagnostic
See the financial operating picture clearly.
We identify the systems, close cadence, project coding, and reporting gaps that keep owners from relying on the numbers.
02 / Systems reset
Build a reliable reporting rhythm.
Clean books, useful project structure, and a close process that can support decisive management.
03 / Monthly advisory
Make decisions with the right view.
Use recurring reporting and CFO-level oversight to guide margin, cash, and owner planning.
Engagement paths
Right-sized for the financial work in front of you.
Each engagement begins with a conversation about fit, complexity, and what would create the most useful financial operating rhythm for your firm.
Books Cleanup & Systems Reset
Restore confidence in the financial foundation.
$7,500
A focused reset for books, systems, and reporting structure that no longer support the firm you are running.
Project Profitability & Cash Flow Advisory
Turn reliable reporting into better operating decisions.
$3,500/month
Ongoing project profitability, cash-flow, and leadership visibility for owners who want to protect the margin as they grow.
Design Firm Finance OS
A complete finance operating system for the firm.
$5,000/month
A future full-scope engagement for firms that want the core finance function and owner oversight handled in one operating rhythm.
Private finance-fit call
Let's see if a stronger financial operating system is the right next move.
This is a brief, selective application for established design firms. It takes about two minutes and helps Simmi understand the right next step for your firm.