About Services Work Book a Call
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Fractional CFO & Controller

Embedded financial leadership for companies that need senior-level oversight without a full-time hire. Month-end close, reporting, cash flow modeling, and board-ready financials.

Financial Reporting Cash Flow Board Prep
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Tax Strategy & Structuring

Entity structuring, S-Corp optimization, compensation planning, and proactive tax positioning โ€” coordinated with your CPA for maximum after-tax efficiency.

S-Corp Tax Planning Entity Design
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M&A Financial Advisory

Buy-side and sell-side support including quality of earnings analysis, financial modeling, valuation review, and due diligence coordination for small to mid-market transactions.

Quality of Earnings Due Diligence Valuation
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Financial Modeling & Forecasting

Custom P&L models, 3-statement projections, scenario analysis, and KPI dashboards built for capital raising, operational decisions, and investor reporting.

3-Statement Models Scenario Analysis KPI Dashboards
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Accounting Systems & SOPs

Design and implementation of accounting workflows, chart of accounts, internal controls, and standard operating procedures โ€” from early-stage to scaled operations.

Sage Intacct QuickBooks Process Design
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Nonprofit Financial Management

Financial oversight and compliance for 501(c)(3) organizations โ€” grant tracking, fund accounting, audit preparation, and board-level financial education.

501(c)(3) Fund Accounting Compliance
The Process

How we work together.

Every engagement follows a clear, structured process โ€” so you always know where things stand and what comes next.

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Complimentary ยท No Obligation

Discovery Call

We start with a complimentary 15 or 30-minute Google Meet to get to know each other. You'll share what's going on in your business, the challenges you're facing, and what you're hoping to accomplish. Samuel will ask questions to understand your situation and determine whether RS Consulting is the right fit for your needs. There is no pitch, no pressure, and no cost.

15 or 30 minutes Google Meet Complimentary No obligation
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Typically within 3โ€“5 business days

Needs Assessment

Following the discovery call, Samuel conducts a deeper review of your specific situation โ€” financial structure, goals, timelines, and any relevant documents or data you share. This is where the scope of the engagement takes shape and the right approach for your goals is defined. You'll have direct communication throughout to ensure the assessment captures exactly what you need.

Collaborative Scope definition Direct communication No cost
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Clear, detailed, no surprises

Written Proposal

You'll receive a written proposal outlining the full scope of work, specific deliverables, timeline, and fees โ€” clearly stated with no ambiguity. This gives you everything you need to make an informed decision. There's no pressure to proceed, and the proposal can be revised if your needs or circumstances change before an agreement is signed.

Scope of work Deliverables Timeline & fees Revisable
04
Signed before any work begins

Engagement Letter

Before any billable work begins, both parties sign a formal engagement letter. This document governs the entire working relationship โ€” protecting both you and RS Consulting. It specifies scope boundaries, confidentiality obligations, deliverable ownership, payment terms, and how the engagement can be modified or concluded. No work starts without it.

Formal agreement Both parties sign Confidentiality Your protection too
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Ongoing, responsive, results-focused

Active Engagement

Work begins immediately upon signing. You'll have direct access to Samuel โ€” no account managers or intermediaries. Deliverables are completed on schedule, communication is clear and consistent, and progress is always measurable. Engagements are structured to fit your workflow, whether that's weekly check-ins, monthly reporting, or milestone-based delivery.

Direct access to Samuel Regular updates Measurable results
Book Your Complimentary Discovery Call
Get Started

Ready to work together?

RS Consulting takes on a limited number of engagements to ensure focused, high-quality advisory. The first step is always a complimentary discovery call โ€” no pitch, no pressure.