How We Work
A clear monthly rhythm, with clear responsibilities.
Know what your team supplies, what Northbridge prepares and checks, and when each deliverable is due. We build the process around your records and the decisions you need to make.
The Process
From first conversation to a steady monthly rhythm.
Start with the Close Check
Adele leads a free 30-minute conversation about your current close, job-cost reporting and cash visibility. Doug Royal coordinates preparation and follow-up. The next step is a one-page findings summary approved by Adele.
Define the engagement
If the service fits, we agree the scope, fee, onboarding work and service-start date in writing. The proposal identifies reporting requirements, entities and jobs in scope, records needed from your team, and timing of reports and meetings.
Establish the reporting process
Onboarding confirms the starting records, responsibilities and reporting approach. We identify gaps and distinguish work included in onboarding from cleanup that needs a separate scope. Close dates depend on the agreed process and timely receipt of usable records.
Prepare, check and discuss
Doug Royal prepares the work for the initial client engagements; Adele provides accounting judgment and the final check. Your reports identify the period covered, material assumptions and unresolved items that affect interpretation. The monthly owner discussion connects the reports to a written action list.
Responsibilities
What each team owns.
Your business
Supplies timely bookkeeping, source records, job estimates and operating information. You retain responsibility for business decisions and authorizing transactions.
Northbridge
Prepares and checks management reporting within the agreed controller scope, explains results and raises questions that need attention.
Your tax professional & other specialists
Handle their separately agreed work. We coordinate relevant reporting needs without promising services outside our engagement.
Delivery
A delivery schedule you can plan around.
Your agreement states the monthly close timetable, forecast refresh frequency and owner meeting schedule. We flag missing inputs or unresolved questions that may affect a deliverable.
A forecast is a planning tool based on assumptions; it changes as receipts, payments and operating plans change.