How we work with you, from the first call to ongoing support.
What guides the work
What you can expect from us
Principal-led
I lead every engagement and review all work, including your monthly books, before it reaches you.
Prices up front
Every tier shows its price up front. The price you agree is the price you pay, and there’s no hourly billing.
A lender’s view
We prepare your numbers the way lenders and buyers test them, so their questions don’t catch you out.
Alongside your team
We work with your bookkeeper, CPA, attorney and broker. We don’t do tax, audit or legal work, so they stay part of your team.
Seven days a week
You can reach us any day of the week, including weekends. Urgent items get an answer within 24 hours.
Sanctum Speed
Monthly statements arrive by business day 15, or business day 10 on Fast Close. If we’re late, you get 20% off that month.
How it works
Three steps to get started
1
45 minutes
Book an intro call
A 45-minute call about the business and what you need, whether that’s monthly finance support or help with a loan, sale or purchase. We’ll tell you plainly whether we can help.
2
Within 48 hours
Get a fixed price
Within 48 hours you get a written scope with deliverables, dates and a fixed fee from our published prices.
3
Monthly or per deal
We start work
Monthly clients get their numbers on a fixed timetable. Deal clients get support from the first lender or buyer package through to close. Either way, you can reach us 7 days a week.
Your data
Your numbers stay yours
You’re trusting us with bank feeds, payroll and sometimes a live deal. This is how we look after them.
Your file, your control
Your books live in your own accounting software subscription. We work as invited users, and you can remove our access at any time. The file always stays with you.
Only the access each task needs
Each person sees only what their work requires. Bank and card feeds are read-only, and we never hold your banking passwords or signing authority.
Encryption and two-step login
Your data is encrypted in transit and at rest. Every account that touches your books uses multi-factor sign-in, and files are shared through a secure portal.
Vetted and bound by confidentiality
Everyone who works on your books passes reference and criminal background checks and signs a confidentiality agreement before they see a number.
US servers and a full audit trail
Client data is held on US servers only. Your accounting file is backed up automatically and records every change, so there’s always a trail.
Never sold, never used to train AI
We don’t sell your data or use it to train AI models. When we stop working together, we remove our access, hand everything back and delete our working copies, except records the law requires us to keep.
Want the detail? Ask on your first call, or
Where do you want to go?
Pick the outcome you want and we’ll point you to the right service.
Get your time back
Insight and Hindsight: books done for you every month, and a catch-up if they’ve fallen behind.
See Finance Operations →
Plan cash and growth
Foresight and Oversight: forecasts, reporting and planning, with a monthly review.
See Finance Operations →
Borrow or refinance
Capital Desk, Borrow track: numbers a lender will accept, and support through to the credit decision.
See Capital Desk →
Sell, step back or buy
Capital Desk, Sell and Acquire tracks: get ready for a buyer, then hands-on support through to close.
See Capital Desk →