The problem isn't your bookkeeper. It's the absence of a system.
We build professional-grade QuickBooks systems that give owners trustworthy numbers on a predictable schedule. No more guesswork. No more waiting until month-end to learn what happened last month.
Not a spreadsheet. Not a workaround. A properly architected QBO instance where cash flow, profitability, and project-level margins are visible on demand.
The Owner's Dashboard
Real-time visibility into what matters.
Your QBO home screen becomes a command center: cash position, profit by period, receivable aging, and revenue trends – all live, all reconciled, all trustworthy.
Structured chart of accounts with control architecture
Real-time P&L, cash flow, and project visibility
Day 10 close cadence with checklist and tie-outs
app.qbo.intuit.com/app/performance-center
QuickBooks
Performance Center
Overview
Revenue
Expenses
Cash Flow
Expenses by Time
$98,425
Accounts Receivable
$3.4M
Accounts Payable
$1.26M
Gross Profit
$2,427,058
Revenue by Time
$2,478,368
The Architecture Layer
Your chart of accounts, re-engineered.
Structured balance sheet hierarchies, an income statement designed for owner-grade visibility, restricted cash segregation, and prepaid asset schedules. Your financials become operational tools, not compliance afterthoughts.
Control account architecture with sub-ledger detail
Revenue and cost tracking by project, department, or division
What our clients say about working with Method&Wise.
Day 10
Monthly Close
100%
Project Visibility
5–11 wk
Build Timeline
“
I used to wait three weeks after month-end to find out if we made money. Now I know by day ten – and I trust the number because I can see exactly where it comes from.
Business Owner
$15M Custom Home Builder
“
Before Method&Wise, my P&L was a single line called "construction costs." Now I can pull up any project and see the margin in real time. That changed how I bid work.
Business Owner
$15M Custom Home Builder
“
The thing that surprised me most wasn't the system – it was the playbook they left behind. My office manager runs the close now without calling anyone for help.
Business Owner
$15M Custom Home Builder
“
My bank used to ask me questions I couldn't answer. Now I hand them the balance sheet and the conversation is different. They see the controls. They see the structure.
Three friends. Three Big Four backgrounds. One focus.
EY, KPMG, and Deloitte taught us what professional-grade financial infrastructure looks like. We bring that standard to growth-stage businesses running QuickBooks Online.
EY
Accounting Consulting
KPMG
Audit & Controls
Deloitte
Private Equity
MW
Matthew Weaver, CPA
Founder & Principal
EYAccounting Consulting
Designs the system architecture – chart of accounts, job costing, control accounts, and workflows that make month-end repeatable.
TM
Thomas Miner, CPA
Partner
KPMGAudit & Controls
Brings the governance lens – internal controls, documentation standards, and the audit-readiness discipline that keeps books clean.
RS
Reed Schnitger
Partner
DeloittePrivate Equity
Knows what investors and lenders need to see – clean segment reporting, defensible margins, and financials that survive due diligence.
If your books close late, your reports don't match what you see in the bank, or you're making decisions on instinct instead of real numbers – that's exactly what we fix. We work with businesses at every stage, from early-growth operators to established companies with multi-entity complexity.
Do I have to commit to the full engagement upfront?
No. Every engagement begins with Phase 1: the Diagnostic Build Plan. It's a standalone deliverable with a fixed fee. At the end, you'll have a scoped plan and a quote for Phases 2 and 3. You decide whether to proceed – no pressure, no obligation.
How is this different from hiring a bookkeeper?
A bookkeeper processes transactions. We design the system those transactions flow through. Think of it as the difference between someone driving the car and someone engineering the engine. After we build your system, your bookkeeper operates it with confidence using the playbook we deliver.
What does "close by Day 10" actually mean?
It means your monthly financial close – reconciliations, adjusting entries, and final reporting – is complete by the 10th of the following month. No more "preliminary" numbers dragging into the next period. You get clean, trustworthy financials on a predictable schedule.
Do you replace our current bookkeeper or accountant?
We don't replace them – we equip them. Our engagement includes training and a detailed operating playbook. When we leave, your team has a clear system to follow. For businesses that want ongoing oversight, we offer monthly controller support as a separate add-on.
How much does an engagement typically cost?
Total engagements range from $3k to $22k+ depending on complexity. Phase 1 (the Diagnostic) starts at $500–$1,900. You'll receive an exact fixed-fee quote before committing to anything beyond Phase 1.
Services
A QuickBooks Online system designed to grow with you.
Every engagement starts with a Diagnostic that scopes your build and delivers a fixed-fee quote before you commit.
Big Four Trained
Proven 3-Phase Method
Built in 5–11 Weeks
Every Engagement
The Core Foundation
This is the standard engagement. Every client receives a professional-grade QBO system built through our 3-Phase Method. The Diagnostic assesses your complexity using our Scope Scorecard and delivers a fixed-fee quote for the build. No upgrades are required to get trustworthy numbers.
Balance Sheet & Income Statement Architecture
Chart of Accounts, control accounts, and business segmentation designed for your structure.
Products & Services Mapping
Every line item mapped to the right account, class, and tag.
Training + Go-Live Support
Team onboarding, first-close support, and handoff.
End-to-End QBO Playbook
Your operating manual for close, reports, and controls.
30-Day Stabilization Window
Post-Go-Live support to ensure everything is running clean.
Phase 1
Diagnostic Build Plan
Assess book health, define architecture, score complexity via the Scope Scorecard, and deliver a fixed-fee quote. Standalone deliverable.
1–3 weeks
Phase 2
QuickBooks Online Dashboard Build
COA construction, segmentation, Products & Services item mapping, custom fields, templates, and historical import as needed.
3–5 weeks
Phase 3
Training + Go-Live
Team training, first-close support, QBO Playbook delivery, and standard owner reports.
1–3 weeks
Priced by our Scope Scorecard
During Phase 1, we score your engagement across four dimensions. That score determines your complexity level and locks in a fixed-fee quote for Phases 2 and 3. You approve the investment before anything else is built.
Data Volume
Data Structure
Data Condition
Systems & Integrations
What You Receive
Inside each phase.
Explore the deliverables built in Phase 1, Phase 2, and Phase 3.
Phase 1
Findings Memo
Blueprint Packet
Scope & Quote
Phase 2
COA Architecture
P&S Mapping
Report Pack
Phase 3
Team Training
QBO Playbook
Stabilization
Phase 1 · Diagnostic
Deliverable 1 of 3
Findings Memo
We audit your current books and produce a health scorecard with a risk register. This documents every gap, miscoding pattern, reconciliation failure, and control weakness we find, ranked by severity and paired with cleanup priorities.
Books health scorecard across all accounts
Risk register: inherent risks + control weaknesses ranked by severity
Reconciliation status: bank, credit card, loan, clearing accounts
Miscoding rate analysis and duplicate vendor/customer flags
Cleanup priorities with estimated effort and sequencing
methodandwise.com/diagnostic/findings
Findings Memo — Books Health Scorecard
M&W Diagnostic
Critical Findings
Bank accounts unreconciled since August
Checking (1000) and Visa (2100) show 4-month gap in reconciliation.
High
CIP account has no sub-account structure
$412K in CIP with no Materials/Labor/Sub breakdown. Cannot trace job costs.
The architecture design for your QBO system. We deliver a segmentation model (how divisions, projects, and classes will be organized) and a COA skeleton showing the full account range with control accounts, sub-accounts, and the rules that connect them.
COA skeleton: full 1xxx–6xxx account range with control account hierarchy
Segmentation model: Classes, Locations, and Projects mapped to your divisions
Coding rules: which accounts, tags, and fields apply to each transaction type
Reporting pack design: which reports, for whom, and at what cadence
Decision gate: client approves architecture before Phase 2 build begins
We score your engagement across four dimensions using the Scope Scorecard. The resulting complexity level determines your fixed-fee quote for Phases 2 and 3. You see the number, the timeline, and the Go-Live plan before you approve anything.
Four-dimension scoring: Data Volume, Structure, Condition, Systems & Integrations
Fixed-fee scope for Phase 2 + Phase 3 with line-item detail
Timeline with milestones and client touchpoints
Decision gate: approve, adjust scope, or walk away with the Diagnostic in hand
methodandwise.com/diagnostic/scope
Scope Scorecard — Complexity Assessment
M&W Phase 2 Quote
Data Volume
MID
~820 txns/mo • 3 bank + 2 CC
Data Structure
MID
3 divisions • Job costing required
Data Condition
HIGH
4-month backlog • Unreconciled
Systems
LOW
QBO Payroll only • No 3rd-party
Fixed-Fee Quote — Phases 2 & 3
$7,850
Foundation + Visibility Preview • 7-week timeline
Build Path: Foundation + 1 Preview Upgrade (Recommended)
Phase 2 · Build
Deliverable 1 of 3
COA & Control Account Architecture
We construct the Chart of Accounts inside QBO based on the approved blueprint. Control accounts on the Balance Sheet (CIP, Inventory, Deposits) tie out to corresponding COGS and Revenue lines on the Income Statement, creating a closed-loop system where every dollar is traceable.
Control accounts (CIP, Inventory, Deposits) with sub-account hierarchy installed
Asymmetric IS structure: revenue summarized, COGS detailed by cost type
Class and Location segmentation activated and mapped to divisions
Closed-loop design: BS inventory releases to matching COGS at completion
Custom fields and templates configured for transaction entry
app.qbo.intuit.com/app/chartofaccounts
QuickBooks
DashboardBankingSalesExpensesReports
Settings › Chart of Accounts
Chart of Accounts
Account
Type
Balance
1000 Checking – Operating
Bank
$124,830.41
1300 Construction in Progress
Other Current Asset
$387,240.00
1310 CIP – Materials
Sub-account
$142,680.00
1320 CIP – Labor
Sub-account
$98,340.00
1330 CIP – Subcontractor
Sub-account
$121,420.00
1340 CIP – Permits & Fees
Sub-account
$24,800.00
1400 Finished Lots Inventory
Other Current Asset
$215,600.00
2000 Accounts Payable
Accounts Payable
($43,120.00)
2200 Construction Loan Payable
Long-Term Liability
($312,500.00)
5000 Cost of Goods Sold
COGS
$184,920.00
5010 COGS – Materials
Sub-account
$72,400.00
5020 COGS – Labor
Sub-account
$58,120.00
Phase 2 · Build
Deliverable 2 of 3
Products & Services Mapping
Every billable item, cost category, and service line gets mapped to the right Income or COGS account, class, and customer tag. This eliminates the guesswork your team faces every time they create an invoice or enter a bill — the system does the thinking for them.
Each P&S item linked to its correct Income account and COGS account
Class tags auto-applied for division and project-level reporting
SKU naming convention for consistency and fast lookup
Reimbursable vs. markup rules so profit doesn't disappear across invoices
Inactive items cleaned and archived to prevent mis-coding
app.qbo.intuit.com/app/items
QuickBooks
DashboardBankingSalesExpensesReports
Sales › Products and Services
Products and Services
Name / SKU
Type
Income Acct
COGS Acct
Class
Status
Foundation – Materials FND-MAT-001
Service
4100 Revenue
5010 COGS-Mat
Residential
Mapped
Foundation – Labor FND-LAB-002
Service
4100 Revenue
5020 COGS-Lab
Residential
Mapped
Framing – Subcontractor FRM-SUB-003
Service
4100 Revenue
5030 COGS-Sub
Residential
Mapped
Electrical – Materials ELC-MAT-004
Service
4100 Revenue
5010 COGS-Mat
Commercial
Mapped
Permit Fees PMT-FEE-005
Service
4200 Other Rev
5040 COGS-Pmt
Residential
Mapped
Design – Consulting DSG-CON-006
Service
4300 Consulting
—
Commercial
Mapped
Change Order – Labor CO-LAB-007
Service
4100 Revenue
5020 COGS-Lab
Residential
Mapped
Phase 2 · Build
Deliverable 3 of 3
Reporting Pack & Validation
Before handoff, we build the owner report pack and validate that every control account reconciles, segments are posting correctly, and P&L margins can be pulled by division and project without spreadsheets. The system is confirmed ready for Go-Live.
Owner reporting templates: P&L by division, Balance Sheet, Cash Flow
Historical import validated (if applicable) with opening balance tie-outs
Bank rules configured for auto-matching recurring transactions
Validation readout: walk-through meeting confirming system accuracy
Build acceptance checklist signed off before Phase 3 begins
app.qbo.intuit.com/app/reports
QuickBooks
DashboardBankingSalesExpensesReports
Reports › Owner Reporting Pack
Owner Report Pack — Validated
Reports Configured
Profit & Loss by Division
OwnerMonthly
Balance Sheet (Standard)
OwnerCPAMonthly
A/R Aging by Customer
OwnerWeekly
A/P Aging by Vendor
OwnerWeekly
Project Profitability Summary
OwnerMonthly
P&L by Division — Sample Output
Revenue
$482,300
COGS
$327,964
Gross Profit
$154,336
32.0% Gross Margin
Phase 3 · Go-Live
Deliverable 1 of 3
Team Training
Your team gets hands-on training tailored to their roles — not a generic QBO walkthrough. We cover the exact workflows they'll use every day: entering bills, creating invoices, running reports, and closing the month. Then we co-pilot the first live close.
Role-based sessions: Owner, Office Manager, Field staff
QBO navigation + your "rules of the road" for coding and tagging
A/R & A/P workflows, bank feed matching, and receipt capture
How to pull the reports that matter without spreadsheets
First-close co-pilot: M&W supports the team through Month 1 close
app.qbo.intuit.com/app/homepage
QuickBooks
DashboardBankingSalesExpensesReports
Training › Go-Live Readiness Checklist
Go-Live Readiness Checklist
Owner Tasks
Review Balance Sheet architecture with M&WOwner
Approve Chart of Accounts structureOwner
Confirm class / division segmentationOwner
Team Training
Bill entry + vendor coding walkthroughTeam
Invoice creation + P&S item selectionTeam
Receipt capture + bank feed matchingTeam
First-close co-pilot session (Month 1)M&W
M&W Handoff
Deliver QBO Playbook + reference guideM&W
Report pack walkthrough + owner dashboardM&W
Phase 3 · Go-Live
Deliverable 2 of 3
End-to-End QBO Playbook
Your operating manual for running the system after handoff. The Playbook documents every workflow, close procedure, report cadence, and control point specific to your build. It's the single reference your team uses to close the books, run reports, and maintain data integrity.
Month-end close procedure with step-by-step task sequence
Roles & responsibilities matrix (who does what, who approves what)
Transaction entry rules with "Do / Do Not" guardrails
Vendor management, 1099 procedures, and year-end prep
methodandwise.com/playbook
QBO Operating Playbook
Prepared by Method&Wise • Custom Build
Table of Contents
1
Chart of Accounts Reference
pp. 3–8
2
Products & Services Item Guide
pp. 9–14
3
Daily Transaction Entry Rules
pp. 15–22
4
Month-End Close Procedure
pp. 23–30
5
Reconciliation Walkthrough
pp. 31–36
6
Report Cadence & Distribution
pp. 37–42
7
Vendor Management & 1099 Prep
pp. 43–48
8
Year-End Checklist & CPA Handoff
pp. 49–54
A
Do / Do Not Quick Reference
pp. 55–58
Phase 3 · Go-Live
Deliverable 3 of 3
30-Day Stabilization Window
After Go-Live, M&W monitors your system health for 30 days. We review reconciliation status, catch miscoded transactions, verify bank feed matching accuracy, and resolve any issues before they compound. This is your safety net while the team builds confidence.
Weekly health checks: reconciliation status, uncleared items, coding accuracy
Miscoded transaction review and correction guidance
Bank feed match-rate monitoring and rule optimization
Open Q&A for edge cases and SOP refinements
Day 30 sign-off: system confirmed stable and running clean
A controller-level partner who manages (or co-pilots) the close after Go-Live.Sold separately from the build and paired with any path after your system is live.
Separate monthly retainer. Can be paired with any build path after Go-Live. Not required to get value from the system build.
Close + Tie-Outs
Day 0 / Day 10 close cadence, reconciliations, accruals, WIP clearing.
The Diagnostic scopes your complexity, recommends your build path, and delivers a fixed-fee quote — before you commit to anything beyond the Diagnostic itself.
$500–$1,900
Phase 1 Diagnostic
1–3 weeks
Diagnostic Timeline
100%
Fixed-Fee Quote
1
Discovery Call
30-minute call to understand your current state and where the gaps are.
2
Diagnostic Build Plan
We audit your books and deliver a scoped plan with fixed-fee pricing.
3
Your Decision
Review the plan. Proceed to Phases 2 & 3 or walk away with a clear picture.
Every engagement delivers a complete 3-Phase QBO build: Balance Sheet & Income Statement Architecture (COA, control accounts, segmentation), Products & Services mapping, Training + Go-Live support, an End-to-End QBO Playbook, and a 30-day stabilization window. This is the standard engagement — no upgrades are required to get trustworthy numbers.
What's the difference between the three build paths?
All three include the same Core Foundation: a complete 3-Phase QBO build with Balance Sheet & Income Statement Architecture, Products & Services mapping, training, and the QBO Playbook. Foundation is the core system alone. Foundation + Upgrades adds one or more Preview Upgrades (Visibility, Process, Governance) that layer weekly insights, process automation, or compliance controls on top. Build + Controller adds everything in Foundation + Upgrades plus ongoing monthly controller support after Go-Live.
What exactly is a Preview Upgrade?
A Preview Upgrade is a modular enhancement that layers on top of the Core Foundation. We call them "Previews" because they give you a preview of controller-level capability inside your own system — visibility into cash and margins, process discipline that reduces errors, or governance controls that satisfy external stakeholders. Each one is scoped and priced as a fixed-fee add-on during Phase 1. You can choose one, two, or all three.
Can I start with Foundation and add upgrades later?
Yes. Preview Upgrades (Visibility, Process, Governance) can be bundled into your initial build or added later as stand-alone projects. Bundling during the initial build is typically more efficient and cost-effective because the architecture is already open, but each upgrade is designed to layer on top of the Core Foundation at any point.
How is pricing determined?
During Phase 1, we score your engagement across four dimensions using our Scope Scorecard: data volume, data structure, data condition, and systems & integrations. That scorecard determines your complexity level and locks in a fixed-fee quote for Phases 2 and 3. You approve the investment before anything else is built. See the Pricing page for full ranges and the Scope Scorecard breakdown.
Is Monthly Controller Support required?
No. Many clients run the system independently after Go-Live using the QBO Playbook we deliver. Controller Support is a separate monthly retainer for businesses that want a CPA-led partner managing the close, running tie-outs, delivering owner reports, and coordinating with the CPA or lender on an ongoing basis. It can be added with any build path.
Is this only for construction or specific industries?
No. The 3-Phase Method works for any growth-stage business whose revenue has outgrown its bookkeeping setup. The COA architecture, segmentation, and control account framework adapts to your industry. We've built systems for construction, professional services, real estate, and multi-entity operations.
How long does a typical engagement take?
5 to 11 weeks, depending on complexity. Phase 1 (Diagnostic) takes 1–3 weeks, Phase 2 (Build) takes 3–5 weeks, and Phase 3 (Training + Go-Live) takes 1–3 weeks. Preview Upgrades, if bundled, are built in parallel with Phase 2.
The 3-Phase Method
Three phases. Three deliverables.
Three phases, three deliverables, and a decision gate before each step forward. You always know what you're getting, how long it takes, and what it costs.
Priced before you commit
Proven 3-Phase Method
Built in 5–11 weeks
How It Works
A structured path from diagnosis to departure.
Each phase has a clear deliverable, defined timeline, and decision gate before the next begins.
Decision Gate
Decision Gate
Phase 1
1–3 Weeks
Diagnostic Build Plan
Assess book health, define the architecture, identify inherent risks, and set cleanup priorities. Standalone deliverable.
Findings Memo + Engagement Agreement
Blueprint Packet (architecture design)
Scope & Fixed-Fee Quote
Deliverable
Diagnostic Build Plan
Phase 2
3–5 Weeks
QBO Dashboard Build
COA construction, segmentation, P&S item mapping, custom fields, templates, and historical import as needed.
COA + control accounts
Segments + coding rules
Item mapping + owner report pack
Deliverable
Built-out QBO Dashboard
Phase 3
1–3 Weeks
Training + Go-Live
Team training, first-close support, QBO Playbook delivery, and standard owner reports.
Operating playbook (SOPs + checklists)
Training sessions (owners + staff)
Support through first close
Deliverable
End-to-End QBO Playbook
Outcome: Trustworthy numbers, a repeatable close, and owner-grade visibility week-to-week – pulled directly from QuickBooks Online.
Three formal agreements map to the three decision gates. Each one defines what’s covered, what’s owed, and what happens next — before any work begins.
Agreement 1
Non-Disclosure Agreement
Before we see any financial data, both parties sign a mutual NDA. This protects your information throughout the Diagnostic and any subsequent engagement.
Signed
Before the Diagnostic Call
Unlocks
Discovery Call + access to financial data review
Diagnostic Call Complete
Agreement 2
Phase 1 Engagement Agreement
Presented with the Findings Memo after the Diagnostic Call. You choose to proceed with Phase 1 or withdraw. If you proceed, this agreement secures payment for the Blueprint Packet and Scope & Fixed-Fee Quote — the remaining Phase 1 deliverables.
Signed
With the Findings Memo delivery (post-Diagnostic Call)
Presented at the end of Phase 1 alongside the fixed-fee quote. Covers Phases 2 & 3 (the full build and Go-Live), plus any Preview Upgrades or Monthly Controller support selected. Signing commits both parties to the build scope and total cost.
Signed
After reviewing the Scope & Fixed-Fee Quote (end of Phase 1)
Unlocks
Phases 2 & 3: QBO Dashboard Build + Training & Go-Live (+ any upgrades)
Phase 1
Diagnostic Build Plan
Every engagement starts with a mutual NDA, signed before we see any financial data. After the Diagnostic Call, we deliver the Findings Memo with a Phase 1 Engagement Agreement. If you proceed, we complete the Blueprint Packet and deliver a Scope & Fixed-Fee Quote for the full build. It's a standalone deliverable – you decide whether to proceed.
Typical duration: 1–3 weeks
Decision Gate
At the end of Phase 1, you review the Scope & Fixed-Fee Quote. To proceed, you sign the Build Agreement covering Phases 2 & 3 (plus any upgrades). Or walk away with a clear picture of your current state. No obligation beyond Phase 1.
You walk away with: Findings Memo, Blueprint Packet, complexity score, Scope & Fixed-Fee Quote, and a clear decision to proceed or not.
Findings Memo
Delivered after the Diagnostic Call. Reconciliation status, open A/R and A/P, WIP or CIP exposure, payroll mapping, inherent risks, control gaps, and recommended remediation priorities. Presented with the Phase 1 Engagement Agreement.
Blueprint Packet
Architecture blueprint: Chart of Accounts design, business segmentation model, Products & Services item mapping, control account structure, and coding rules.
Scope & Fixed-Fee Quote
Complexity scoring, timeline, and a fixed-fee quote for Phases 2 & 3 (plus any Preview Upgrades or Monthly Controller). Presented with the Build Agreement.
01
Kickoff + lock scope
Confirm users, approvals, and success metrics.
Output: Build checklist
02
Architecture
Finalize COA, internal controls, and segment model.
Output: Spec locked
03
Build + mapping
Create segments, items, fields; apply rules.
Output: System installed
04
Data import (if needed)
Migrate history or opening balances; validate ties.
Output: Import log
05
Validate + report pack
Reconcile controls; review owner reports live.
Output: Reports ready
Phase 2
Build the "Dashboard"
A structured build sequence so the system is correct before Go-Live. Five steps, each with a defined output and quality gate. The dashboard isn't done until every control account reconciles and the owner report pack validates.
Typical duration: 3–5 weeks
Client touchpoints during Phase 2
Kickoff · 60 min
Build sessions · 2–4 x 60 min
Validation readout · 45 min
You walk away with: A fully built QBO dashboard with validated control accounts, owner report pack, and a system ready for training.
Phase 2 Acceptance
The criteria that must be true before Go-Live
Phase 3 training and cutover commence only after these gates are cleared.
Data integrity
Bank/CC connections stable; bank rules configured
Open A/R and A/P reviewed and cleaned
Payroll mapping verified (if applicable)
Historical import validated or opening balances tie
Coding discipline
COA built as financial-statement architecture
Segments defined + documented: what, when, by whom
Products & Services mapped (revenue vs COGS consistent)
Required fields/rules in place to prevent miscoding
Outputs validated
Control accounts reconcile (cash, clearing, AP, payroll)
Owner reporting pack built and reviewed live
Month-end close checklist created for new architecture
System "rules of the road" documented for training
Outcome: The dashboard is built, validated, and ready for Phase 3 training and cutover.
Phase 3
Training + Go-Live
You don't just get a QBO platform – you get a system your team can run and depend on. Phase 3 delivers the knowledge transfer, operating documentation, and supported first close that make the system stick.
Typical duration: 1–3 weeks
You walk away with: A trained team, an operating playbook, and a system your people can run from day one. No dependency on us.
SOPs & Controls
End-to-End QBO Playbook Guide
Roles & responsibilities (who does what, who approves)
Monthly close checklist + recurring workpapers
Documentation and attachment standards
QBO Training
Owner and staff training sessions
QBO navigation + your "rules of the road"
A/R & A/P workflows and bank feed best practices
How to pull the reports that matter (without spreadsheets)
Cutover + Go-Live (First Close)
Go-Live checklist and cutover plan
First billing cycle / first payroll support (if applicable)
First month-end close support
Open Q&A and SOP refinements as edge cases appear
Optional · Post Go-Live
Monthly Controller Checklist
M&W can run the close and deliver the monthly financial package
Sold separately; can be paired with any tier after Go-Live
Stack Preview Upgrades on top
Visibility, Process, and Governance layers can be bundled into the build or added later. See how the tiers work.
Do I have to commit to the full engagement upfront?
No. Every engagement begins with Phase 1: the Diagnostic Build Plan. It's a standalone deliverable with a fixed fee. At the end, you'll have a scoped plan and a quote for Phases 2 and 3. You decide whether to proceed – no pressure, no obligation.
How is this different from hiring a bookkeeper?
A bookkeeper processes transactions. We design the system those transactions flow through. Think of it as the difference between someone driving the car and someone engineering the engine. After we build your system, your bookkeeper or office manager operates it with confidence using the playbook we deliver.
How long does a typical engagement take?
5 to 11 weeks, depending on complexity. Phase 1 (Diagnostic) takes 1–3 weeks, Phase 2 (Build) takes 3–5 weeks, and Phase 3 (Training + Go-Live) takes 1–3 weeks. Preview Upgrades, if bundled, are built in parallel with Phase 2.
What does "close by Day 10" actually mean?
It means your monthly financial close – reconciliations, adjusting entries, and final reporting – is complete by the 10th of the following month. No more "preliminary" numbers dragging into the next period. You get clean, trustworthy financials on a predictable schedule.
What happens to my team after Go-Live?
They're equipped to run the system. Phase 3 includes training sessions and a detailed QBO Playbook so your team has clear procedures to follow. For businesses that want ongoing oversight, Monthly Controller support can be added after Go-Live.
Is this only for construction or specific industries?
No. The 3-Phase Method works for any growth-stage business whose revenue has outgrown its bookkeeping setup. The COA architecture, segmentation, and control account framework adapts to your industry. We've built systems for construction, professional services, real estate, and multi-entity operations.
Client Results
Where the ROI shows up
When a QuickBooks system is built with the right architecture, coding rules, and controls, the results are measurable within the first close cycle.
Owner-Grade Visibility
A Repeatable Close
Trustworthy Numbers
The Gap
What's breaking before the system exists
Revenue has outgrown the bookkeeping setup. The software is present, but the system is not. These are the symptoms.
Margins are a guess
Job and project profitability lives in spreadsheets, rebuilt after the fact. No single source of truth in the accounting system.
Month-end is reinvented
There's no close checklist, no tie-out routine, and no target date. Each period takes longer than the last.
Cash position is unclear
The bank balance is checked manually. No structured view of committed costs, receivables, or free cash flow.
Requests trigger scrambling
CPA questions, lender requests, and owner inquiries take days to answer because data isn't systemized or accessible.
Root cause: QuickBooks exists, but it was never built with architecture, coding rules, or controls. The software is present. The system is not.
The system layer changes everything.
When a proper QBO system is installed, these symptoms don't just improve. They resolve. Here's where the value shows up.
Where the Value Shows Up
Six places a proper QBO system pays for itself
Measurable outcomes when the system layer is built correctly. These are the ROI drivers we see across engagements.
01
Faster invoice cycle
Templates and structured coding so billings align to real job activity each month. Cash moves sooner because the invoice process is systemized.
Impact
2-3 weeks faster collection
02
Margin capture
Correct reimbursables vs. markup mapping so markup doesn't leak. Revenue, COGS, and billable items post consistently to the right accounts.
Impact
+3% revenue recaptured
03
Close by Day 10
Reconciled control accounts and a close calendar so month-end closes on schedule. Checklists and tie-outs replace ad hoc rework.
Impact
10-30 hrs/mo less rework
04
Pay control
A/P approvals and vendor master discipline so duplicates and miscoding don't slip through. Payment workflows enforce accountability.
Impact
$2k-$25k errors avoided
05
CPA readiness
Workpapers and a monthly report pack (A/R, A/P, cash, job margin) with backup stored in QBO. External requests get answered, not scrambled.
Impact
Answers in <48 hours
06
Lower decision risk
Weekly job and division profitability plus cash visibility that leaders can trust. Pricing and hiring decisions rest on real numbers, not instinct.
Impact
Confident pricing + hiring
Illustrative ranges shown. Actual impact varies by volume, industry, and process maturity.
0
hours saved per month
Job margin you trust
Pulled directly from QuickBooks Online
10
day close target
Repeatable month-end
Checklist + tie-outs + workpapers
0
margin recaptured
Revenue stops leaking
Markup + reimbursables post correctly
0
balance sheet reconciled
Every control account tied
CPA + lender ready on demand
The Transformation
Before and after
The same business. The same team. A completely different operating system underneath.
Dimension
Before M&W
After M&W
Job margin
Rebuilding margin offline in spreadsheets after the fact
One-click project P&L pulled directly from QBO
Monthly close
No close discipline; balances drifted month to month
Day 0 / Day 10 cadence with checklist and tie-outs
Billing
Invoices required manual roll-forwards and rework each cycle
Templates + structured coding; billings align to real activity
Revenue coding
Generic items; COGS mismatched to invoices
Mapped SKUs; revenue, COGS, and markup post consistently
Cash visibility
Cash balance checked manually; no forecast framework
Weekly free cash flow worksheets and reserve tracking
Documentation
Tribal knowledge; no written roles or approval paths
End-to-end playbook with roles, approvals, and SOPs
CPA requests
Support schedules took days; every request triggered scrambling
Report pack + workpapers; answers delivered in <48 hours
What Clients Say
The system speaks for itself
“
A business doesn't need more bookkeeping. It needs architecture, a playbook, and a Go-Live that your team can follow.
The CFO Perspective — Method&Wise
Owner-Grade Visibility
Reporting is pulled from QBO now. As volume grows, the process doesn't break.
Owner, $15M Custom Home Builder
Repeatable Close
Month-end became a checklist, not a fire drill. We finish, review, and lock the period.
Owner, $15M Custom Home Builder
Trustworthy Numbers
Job and division margin finally ties to reality without rebuilding it in Excel.
Owner, $15M Custom Home Builder
Ready?
See where the ROI shows up in your books.
Phase 1 takes 1-3 weeks and ends with a fixed-fee scope for the full build. No commitment beyond the Diagnostic.
Free discovery call. Priced before you commit. Built in 5-11 weeks.
Questions
Common questions about results
What clients typically ask when they're evaluating whether the investment will pay off.
How quickly do these results show up?
Most clients see the first measurable impact during the Phase 3 Go-Live, when the first close cycle runs on the new system. Close efficiency, margin visibility, and CPA readiness typically improve within the first full month after go-live. Billing cycle acceleration and margin capture follow within 60-90 days as the team builds fluency with the system.
Are the ROI ranges guaranteed?
No. The ranges shown are illustrative, based on outcomes observed across engagements. Actual impact depends on your volume, industry, process maturity, and how consistently the team follows the system after go-live. We can scope expected ROI drivers during the Phase 1 Diagnostic, which gives you a realistic picture before committing to the full build.
What if we already have a bookkeeper?
Good. We don't replace your bookkeeper. We build the system they operate. Most of the symptoms on this page exist because the bookkeeper was never given architecture, coding rules, or a close playbook to follow. We install that layer, train your team on it, and hand it off. Your bookkeeper runs a better system from day one.
Does this work for businesses outside of construction?
Yes. The ROI drivers on this page apply to any business running QuickBooks Online whose revenue has outgrown their bookkeeping setup. The system architecture we build is QBO-native, not industry-specific. Whether you're in professional services, distribution, manufacturing, or construction, the same accounting control principles drive the same measurable outcomes.
How does Phase 1 help me understand my specific ROI?
During the Diagnostic, we assess your current QBO setup, identify the specific gaps, and map the ROI drivers most relevant to your business. The build plan delivered at the end of Phase 1 includes a complexity tier, a fixed-fee quote for Phases 2 and 3, and a clear picture of which outcomes you should expect. You decide whether to proceed with full information.
What happens after the build is complete?
After Go-Live, your team runs the system independently using the playbook and training we delivered. If you want ongoing oversight, we offer optional Monthly Controller Support: close supervision, reporting packages, system maintenance, and Q&A sessions. Many clients continue this engagement to keep the system clean and evolving as volume grows.
Investment & Pricing
Priced before you commit.
Phase 1 scopes your complexity and delivers a fixed-fee quote before you commit to anything beyond the Diagnostic. No surprises, no hourly drift.
Phase 1 starts at $500
Fixed-fee after Diagnostic
Decision gates between phases
How Pricing Works
Two steps. No ambiguity.
Every engagement starts with a low-commitment Diagnostic. You receive a fixed-fee quote before deciding whether to proceed.
Phase 1
Diagnostic Build Plan
Mutual NDA signed before we see any data. We audit your books, map the gaps, and deliver a scoped plan with a fixed-fee quote. Standalone deliverable.
NDA + Findings Memo + Engagement Agreement
Blueprint Packet + complexity scoring
Scope & Fixed-Fee Quote for Phases 2 & 3
$500 – $1,900
1–3 weeks
Build Agreement Your Decision
Phases 2 & 3
Build + Go-Live
We install the system inside QBO, train your team, and support the first close. Fixed fee, scoped during the Diagnostic.
QBO Dashboard Build (COA, P&S, Controls)
Training + Go-Live support
End-to-end QBO Operating Playbook
$2.5k – $30k+
5–8 weeks
No work begins without a signed agreement. A mutual NDA protects your data. The Phase 1 Engagement Agreement secures the Diagnostic. The Build Agreement locks in a fixed fee before Phases 2 & 3 begin. Decision gates between every phase.
Scope Scorecard
Four dimensions drive your quote.
Phase 1 evaluates each dimension to determine your complexity level and lock in a fixed-fee quote for the build.
01
Data Volume
How much flows through each month and how many sources feed it.
Transactions per month (bank + cards)
Number of bank accounts & credit cards
A/R + A/P open items count
02
Data Structure
How many dimensions need separate tracking inside QBO.
Segments (projects / locations / classes)
Multi-entity or job costing needs
Products & Services mapping depth
03
Data Condition
How clean the starting point is and how much remediation is required.
Backlog months (if any)
Reconciliation status (cash, cards, clearing)
Duplicate vendors/customers, miscoding rate
04
Systems & Integrations
What connects to QBO and the complexity of those connections.
Payroll: employees, states, job allocation
Merchant processors (Stripe, Square, etc.)
3rd-party tools (Bill.com, Buildertrend, etc.)
Core Foundation Pricing
What determines the investment?
These ranges reflect the Core Foundation build — Phases 1, 2 & 3. Your Scope Scorecard results determine where you land. Preview Upgrades and Monthly Controller are priced separately.
I
Low Complexity
Clean foundation
Clean foundation for businesses with simple structures and manageable volume.
Under 500 transactions / month
1–2 bank / credit card feeds
Simple segment structure
No major historical backlog
Minimal integrations
Phase 1: Diagnostic$500 – $1,500
Phases 2 & 3: Core Build$2,500 – $5,500
II
Mid Complexity
Job costing & cleanup
Multiple feeds, project tracking needs, and some historical cleanup required.
500–1,500 transactions / month
2–4 bank / credit card feeds
Job costing requirements
Some historical cleanup needed
Open A/R and A/P to reconcile
Phase 1: Diagnostic$700 – $1,700
Phases 2 & 3: Core Build$5.5k – $10k
III
High Complexity
Multi-entity & heavy volume
Complex structures, significant historical backlog, and intensive data migration.
1,500+ transactions / month
Multi-entity structures
Complex accounting treatments
Heavy historical backlog
Significant data import required
Phase 1: Diagnostic$900 – $1,900
Phases 2 & 3: Core Build$10k – $30k+
Optional Add-Ons
Preview Upgrades
Stack these on the Core Foundation to improve weekly decisions and reduce rework. All are scoped and priced during Phase 1.
~$2k – $6k
Visibility Preview
Cash & margin insight, weekly
P&L by division + project margin
Free Cash Flow (FCF) worksheets
Budget vs. Actual by project / division
A/R & A/P priority queues
Weekly review cadence
~$2k – $8k
Process Preview
Fewer errors, faster close
P&S item mapping enhancement
Receipt capture + auto-match discipline
Recurring transaction engine
Payroll allocation / labor costing
QBO Payroll integration
~$2k – $8k
Governance Preview
Controls, compliance, audit trail
Month-end close binder + workflow discipline
Balance sheet control binder (tie-outs)
CPA / lender-ready report pack
Vendor master + 1099 readiness
Approvals + documentation standards
Build Tiers
Choose your build path.
All tiers include the Core Foundation (Phase 2 + Phase 3). Preview upgrades can be bundled or added later.
Foundation
Core system only
Includes
Phase 2: QBO Dashboard Build
Phase 3: Training + Go-Live
Balance Sheet Architecture (COA)
Business Segmentation (Divisions)
Products & Services mapping
Standard owner reports + QBO Playbook
Recommended
Foundation + 1 Upgrade
Best for targeted outcomes
Everything in Core Foundation, plus
Phase 2: QBO Dashboard Build
Phase 3: Training + Go-Live
All Core Foundation deliverables
Choose 1 Preview Upgrade
Visibility Preview
Process Preview
Governance Preview
Foundation + 2 Upgrades
Maximum system control & performance
Everything in Core Foundation, plus
Phase 2: QBO Dashboard Build
Phase 3: Training + Go-Live
All Core Foundation deliverables
Choose 2 Preview Upgrades
Visibility Preview
Process Preview
Governance Preview
Ongoing Support
Monthly Controller Checklist
Sold separately. Choose this if you want Method&Wise to run (or co-pilot) the close after Go-Live. ~$1k – $2k / month.
Four pillars, each month
What gets delivered in every monthly close cycle.
Close + tie-outs
Recs, accruals, WIP clearing, and exception cleanup.
The most common questions we hear about engagement structure, pricing, and what to expect.
Do I have to commit to the full engagement upfront?
No. Three separate agreements protect you at every step. A mutual NDA is signed before we see any data. After the Diagnostic Call, the Findings Memo is presented with a Phase 1 Engagement Agreement. At the end of Phase 1, you receive a Scope & Fixed-Fee Quote with a Build Agreement for Phases 2 & 3. You decide whether to proceed at each gate.
How is the fixed-fee quote determined?
During Phase 1, we score your engagement across four dimensions: data volume, data structure, data condition, and systems & integrations. That scorecard determines your complexity level and produces a Scope & Fixed-Fee Quote for Phases 2 & 3. The quote is presented with the Build Agreement — you approve the investment before anything is built.
What's included in the Core Foundation build?
Every build includes Balance Sheet Architecture (COA), business segmentation, Products & Services item mapping, standard custom fields and templates, historical import (as needed), team training, first-close support, an End-to-End QBO Playbook, and standard owner reports.
Can I add Preview Upgrades later?
Yes. Preview Upgrades can be bundled into your initial build or added later as stand-alone projects. Bundling during the initial build is typically more efficient and cost-effective, but the upgrades are designed to layer on top of the Core Foundation at any point.
Is Monthly Controller support required?
No. It's completely optional and sold separately. Many clients run their own close using the QBO Playbook we deliver. Controller support is available for businesses that want Method&Wise to run (or co-pilot) the monthly close after Go-Live.
What happens if scope changes during the build?
The Phase 1 Diagnostic is designed to surface complexity up front. If something genuinely new emerges during the build, we discuss the impact and agree on any change order before proceeding. No surprise invoices.
Case Study
How a $15M custom home builder got a QuickBooks Online system that scales
A Montana-based builder needed to migrate from QuickBooks Desktop to Online without missing a draw cycle or payroll run. They had two years of history to carry over, tight monthly timelines, and no system architecture in place.
The Engagement
Pressure, scope, and the build
From the first diagnostic call in April 2025 to a live, repeatable system by August 2025. Here is what the engagement looked like from start to finish.
Client Spotlight
$15M Custom Home Builder
Home construction • Montana (MT)
Revenue≈ $15M (FY '25)
Team Size10 employees
Divisions4 active
Active Projects30+
PlatformQBDT → QBO
1
Pressure
Monthly draw process with tight cycle times across 30+ active jobs
Payroll couldn't miss; two years of history had to carry over cleanly
QuickBooks Desktop was maxed out with no architecture underneath
2
Scope
Full migration from QuickBooks Desktop to QBO Advanced
Clean cutover of ~2 years of activity (April 2024 forward)
Hard go-live deadline: August 1, 2025
3
System Build
Dashboard architecture: COA + segments + coding rules + controls
End-to-end job cost accounting system with 3-section cost lifecycle
150+ Products & Services SKUs mapped to revenue and COGS
4
Go-Live
Training + operating playbook for the bookkeeper and owner
First close support so month-end became repeatable from day one
A business doesn't need “more bookkeeping.” It needs architecture + a playbook + a Go-Live that your team can follow. That first build shaped the exact 3-phase method we use today.
Before M&W
What was breaking — and why the numbers weren't trustworthy
Six symptoms. Three pillars. One root cause: QuickBooks existed, but it was never built with architecture, rules, or controls.
Visibility
Process
Governance
Fragmented job costing
Costs lived across QuickBooks Desktop and spreadsheets, with inconsistent job and division coding. No single source of truth.
IMPACT: Profit by job was a guess
Manual draw workflow
Monthly draws required manual roll-forwards and rework to match reality. Each draw cycle consumed hours of re-creation.
IMPACT: Time lost every draw cycle
Balance sheet not reconcilable
Deposits, prepaids, A/P, and equity activity weren't structured as control points. Ending balances couldn't be explained.
IMPACT: Hard to trust the reports
Revenue / COGS mismatch
Timing between invoices, draws, and costs didn't reconcile cleanly. Margins shifted after the fact with no audit trail.
IMPACT: Margins moved after the fact
Payroll allocation drift
Labor vs overhead and payroll taxes needed repeated corrections. In-house job cost allocations had no structured workflow.
IMPACT: Compliance + audit friction
CPA / lender fire-drills
Support schedules and answers took days because data wasn't systemized. Every external request triggered scrambling.
IMPACT: Slow decisions and stress
Root cause: QuickBooks existed, but it was never built with architecture, coding rules, or controls. The software was present. The system was not.
The Journey
Four phases. One complete transformation.
From Diagnostic to Go-Live in 16 weeks. Here is what each phase delivered.
Diagnostic
Apr '25
Build-Out
May–Jul '25
Go-Live
Aug '25
Ongoing
Sep '25 +
Phase 1
Diagnostic Build Plan
April 2025 • 3 weeks
Mapped existing cost flows across Desktop + spreadsheets
Designed CSI division coding and COA architecture
Defined the 4-axis tagging model (Location, Project, Class, P&S)
Delivered scoped build plan with fixed-fee estimate
Deliverable
Diagnostic Build Plan
Phase 2
Dashboard Build
May–July 2025 • 8 weeks
Created QBO Advanced from scratch; full COA + segments
Built end-to-end job cost system (S1 External, S2 In-house, S3 Overhead)
Migrated 2,500+ transaction lines dating to April 2024
Installed clearing templates, controls, and reconciliation suite
Deliverable
Built-out QBO Dashboard
Phase 3
Training + Go-Live
August 2025 • 3 weeks
Trained bookkeeper on draw entry, bank feeds, and coding rules
Delivered End-to-End Job Cost Accounting Guide
Supported first live close with tie-outs and validation
Installed Roles & Responsibilities matrix (RACI)
Deliverable
End-to-End QBO Playbook
Ongoing
Monthly Controller
September 2025 • ongoing
Monthly close oversight, reconciliation, and reporting package
Product/Service SKU expansion (60+ new items added post-launch)
Core Operating Cash worksheet built from 16 custom QBO reports
Ongoing Q&A sessions and system maintenance
Deliverable
Monthly Controller Support
What We Built
The system layer installed
Specific architecture and controls that made cash, job margin, and close trustworthy.
Six components across three layers.
Visibility
Project + division profitability
QBO Location and Project tagging enforced across every transaction so margins by job and division are one click, not spreadsheets.
Artifact
Project List + Segment Rules
Products & Services mapping
Over 1,000 products and services built with SKU-level coding so revenue, COGS, reimbursables, and markup post to the correct accounts every time.
Artifact
Product/Service Item Listing
Foundation
Chart of accounts, re-engineered
Every balance sheet line was redesigned with control account hierarchies, restricted cash segregation, and prepaid schedules. The income statement was rebuilt for margin visibility by division and project.
Artifact
Balance Sheet, Income Statement + COA Design
Work-in-Process buckets (WIP)
Three-bucket CIP structure built to track the full construction draw lifecycle from estimate through payment, each with rollforward rules that reconcile monthly.
Artifact
WIP Rules + Rollforward
Operating System
Monthly close system
Structured Day 0 through Day 10 close cadence with a step-by-step checklist, balance sheet tie-outs, bank reconciliation sign-offs, and recurring workpapers.
Artifact
Month-End Close Checklist + Workpapers
Roles + approvals + documentation
Clear ownership matrix defining who enters, who approves, and who attaches documentation at every step.
Artifact
Roles & Responsibilities Matrix
A repeatable close and owners who can trust job margin + cash position week-to-week.
The Transformation
Before and after
The same business. The same team. A completely different operating system underneath.
Dimension
Before M&W
After M&W
Job margin
Rebuilding margin offline in spreadsheets after the fact
One-click project P&L pulled directly from QBO
Monthly close
No close discipline; balances drifted month to month
Day 0 / Day 10 cadence with checklist and tie-outs
Draw tracking
Draws mixed with operating expenses; CIP unclear
Three-bucket WIP structure with rollforward rules
Revenue coding
Generic items; COGS mismatched to draws
1,000 mapped SKUs; revenue, COGS, and markup post consistently
Cash visibility
Cash balance checked manually; no forecast framework
Weekly free cash flow worksheets and reserve tracking
Documentation
Tribal knowledge; no written roles or approval paths
End-to-end playbook with roles, approvals, and SOPs
Measurable Results
What the system delivered
Not promises. Quantified outcomes from the first engagement that shaped every build after it.
15+
hours saved per month
Job margin you trust
Project profitability pulled directly from QBO. No more rebuilding margin in spreadsheets after the fact.
10–30
hours saved per month
Close on schedule
Day 10 close cadence with checklist, tie-outs, and workpapers. Month-end is repeatable, not reinvented.
1,000+
P&S items mapped
System that scales
Revenue, COGS, and reimbursables post consistently. Every draw line maps to the right account automatically.
A business doesn't need more bookkeeping. It needs architecture, a playbook, and a Go-Live that your team can follow.
The CFO Perspective — Method&Wise
Your Turn
Your transformation is next.
Phase 1 takes 1–3 weeks and ends with a fixed-fee scope for the full build. No commitment beyond Phase 1.
Free discovery call. No obligation. Hourly billing during Phase 1 only.
About Us
Trustworthy numbers come from a well-built system.
We design and implement professional-grade QuickBooks Online systems so owners can close on time, report accurately, and make decisions with confidence.
Big Four Trained
Proven 3-Phase Method
QuickBooks Online
1–3
Week Diagnostic
Priced Before You Commit
5–11
Week Build
Full Implementation
Day 10
Monthly Close Target
Owner-Grade Visibility
Why We Exist
Three friends. Three Big Four backgrounds. One focus.
EY, KPMG, and Deloitte taught us what professional-grade financial infrastructure looks like: structured charts of accounts, reconciled controls, segment-level reporting, and a close that runs on schedule.
But that standard of infrastructure isn't reserved for enterprise. Any business making real decisions needs real-time visibility, clean reporting, and financials that hold up when CPAs, lenders, or investors ask questions. Most have the software. What they don't have is a system built to deliver it.
Method&Wise exists to build that system. Professional-grade QuickBooks Online architecture designed by CPAs, installed in weeks, and handed off so your team can run it without us.
The Insight
You can't manage what you can't see. Cash position, margin by project, profitability by division. If it takes a spreadsheet to find the answer, the answer isn't trustworthy.
More bookkeeping isn't the answer. What's missing is architecture: a structured chart of accounts, a playbook your team can follow, and a Go-Live that sticks without anyone rebuilding numbers from scratch.
Our first build proved the model. That engagement shaped the exact 3-Phase Method we use today: Diagnostic, Dashboard Build, Training + Go-Live.
The Team
Three backgrounds. One standard.
We bring Big Four training to growth-stage businesses that need professional-grade systems without enterprise overhead.
EY
Accounting Consulting
KPMG
Audit & Controls
Deloitte
Private Equity
MW
Matthew Weaver, CPA
Founder & Principal
EYAccounting Consulting
Designs the system architecture — chart of accounts, job costing, control accounts, and the workflows that make month-end repeatable.
Leads every engagement from diagnostic through go-live. Owns the COA blueprint, segmentation model, and reporting pack design.
TM
Thomas Miner, CPA
Partner
KPMGAudit & Controls
Brings the governance lens — internal controls, documentation standards, and the audit-readiness discipline that keeps books clean.
Ensures every system ships with proper access controls, approval workflows, and period-lock enforcement from day one.
RS
Reed Schnitger
Partner
DeloittePrivate Equity
Knows what investors and lenders need to see — clean segment reporting, defensible margins, and financials that survive due diligence.
Brings the private equity lens: how reporting, data structures, and margin visibility need to hold up when investors, lenders, or buyers are in the room.
Why Us
What we are — and what we're not.
What Method&Wise delivers, so you can decide if we're the right fit before the first call.
What we are
QBO system designers — chart of accounts, segmentation, controls, and reporting architecture. We build the infrastructure.
Your team runs it.
CPAs with Big Four training who understand what clean financials look like at scale
Fixed-scope, fixed-fee — priced before you commit, with decision gates between every phase
Builders who design for departure — every system, playbook, and training transfers ownership to your team
Done in 5–11 weeks with a proven, repeatable 3-Phase Method
What we're not
A bookkeeping service — we design and build systems, not process transactions month to month
A generalist consultant — we specialize in QBO system architecture, not IT strategy or ERP selection
An hourly billing operation — no open-ended retainers, no surprise invoices, no scope creep
A dependency play — we don't build systems you can't run without us
Your CPA firm — we complement your tax accountant, not replace them
How We Operate
Four rules. Non-negotiable.
They shape every scope, every deliverable, and every decision we make on your behalf.
Chaos isn't fixed with more effort — it's fixed with better structure. We design systems that make the right way the easy way, eliminating the need for heroics.
Pretty dashboards mean nothing if the data underneath is broken. We build the foundation first — clean books, proper coding, reliable close — then layer on visibility.
We build systems you can run without us. Every playbook, every workflow, every training is designed to transfer capability — not create dependency.
Fixed scope, fixed fee, decision gates between phases. You know exactly what you're getting before you commit — and you can walk away at any checkpoint.
The CFO Perspective
Why systems beat spreadsheets — every time.
Insights from the controller's desk on why growing businesses need architecture, not more bookkeeping.
“
A business doesn't need more bookkeeping. It needs architecture, a playbook, and a Go-Live that your team can follow without you in the room.
CFO Perspective
Method&Wise
“
If your month-end close takes three weeks and last month's P&L is still "preliminary," the problem isn't your bookkeeper. It's the absence of a system.
CFO Perspective
Method&Wise
“
The most expensive financial decision a growing business makes isn't a bad hire. It's scaling on broken infrastructure and discovering the cracks when it's too late to fix them cheaply.
CFO Perspective
Method&Wise
“
We design for departure. Every playbook, every workflow, every training is built to transfer capability — not create dependency on us being in the room.
CFO Perspective
Method&Wise
Start Here
Ready to see the build plan?
Phase 1 is a standalone deliverable. You get a scoped plan and a fixed-fee quote before committing to anything beyond the Diagnostic.
$500–$1,900
Phase 1 Diagnostic
1–3 weeks
Diagnostic Timeline
100%
Fixed-Fee Quote
1
Discovery Call
30-minute call to understand your current state and where the gaps are.
2
Diagnostic Build Plan
We audit your books and deliver a scoped plan with fixed-fee pricing.
3
Your Decision
Review the plan. Proceed to Phases 2 & 3 or walk away with a clear picture.
Pick a date and time for a free, no-obligation 30-minute call. We’ll learn about your business, identify gaps, and determine whether a Diagnostic Build Plan is the right next step.
30 Minutes
No Obligation
CPA-Led
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Select a date on the calendar to see available times.
Available Times
Morning
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
Afternoon
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
Central Time (CT)
What to Expect
A conversation, not a sales pitch.
We listen first
We’ll ask about your business, your books, and what “trustworthy numbers” means to you.
You get a clear next step
If a Diagnostic fits, we’ll scope Phase 1 and quote it. If not, we’ll tell you.
Zero pressure
No contracts, no commitments. The call is free and you decide what comes next.
Almost There
Tell us about your business
Change
Free. No obligation.
You’re confirmed.
We’ve received your request and will send a calendar invite to your email shortly.
Central Time
What happens next: A Method&Wise partner will join you for a 30-minute Discovery Call to understand your business, identify gaps, and determine whether a Diagnostic Build Plan is the right fit.