Executive Financial Command™
Our highest level of support — designed for organizations seeking executive financial leadership, compliance oversight, and strategic direction beyond basic tax preparation.
Five progressive levels of financial command.
From a focused diagnostic and a 72-hour rapid cleanup, through full cleanup, ongoing oversight, and executive leadership over your entire financial function — the TRJ framework meets your organization exactly where it is and moves it forward with structure.
Financial Clarity Snapshot™
Identify strengths, weaknesses, and opportunities through a guided diagnostic of your current financial position.
- Comprehensive diagnostic review
- Identification of compliance gaps
- Strengths & opportunities report
- Recommended next steps
72-Hour Financial Cleanup™
A rapid financial review designed to identify immediate concerns, uncover potential issues, and provide recommendations based on the first three months of business bank statements.
- 3 months of bank statements reviewed
- Immediate concerns surfaced
- Risk & opportunity flags
- Actionable next-step recommendations
Financial Cleanup Intensive™
Restore order and correct financial issues — bookkeeping reconstruction, compliance gaps, reporting cleanup.
- Bookkeeping reconstruction
- Compliance correction
- Reporting cleanup
- Tax position rebuild
Financial Oversight Retainer™
Maintain accountability and ongoing monitoring with monthly oversight, advisory, and reporting cadence.
- Monthly oversight cadence
- Advisory check-ins
- Reporting & dashboards
- Compliance monitoring
Executive Financial Command™
Executive-level oversight, compliance leadership, and strategic direction for organizations operating at scale.
- Executive financial leadership
- Strategic direction
- Board-level reporting
- Compliance oversight
- Quarterly executive sessions
- Priority year-round access
Leaders who need executive financial command — not another vendor.
- Growing businesses navigating complexity
- Nonprofits requiring board-level reporting
- Ministries needing stewardship leadership
- Multi-entity owners with consolidation needs
- Founders preparing for funding or sale
Take command of your financial future.
Applications are reviewed personally. We'll determine fit, scope, and the right starting tier.