How much are decisions made on unreliable numbers costing your business?
Most owners we meet are not short on effort — they are short on information they can trust. Pathway to Prosperity™ is our structured 90-day onboarding: we clean up the past, install a reporting rhythm, and put every decision that follows on numbers that hold up.
Starts right on this page. 5–10 minutes, then pick a time for a complimentary 30-minute Discovery Chat. No obligation to engage.
Small bookkeeping problems rarely stay small.
These are the situations owners describe in Discovery Chats — and what each one quietly costs while it goes unaddressed.
Reports arrive late — or not at all
So pricing, hiring, and spending decisions get made on instinct. By the time the numbers finally land, the moment to act on them has already passed.
Taxes are a year-end surprise
Planning that happens after December 31 is not planning. Deductions expire, estimated payments drift, and the bill arrives when there are no options left to change it.
The books would not survive scrutiny
Lenders, buyers, and the IRS trace every number back to the records. Unreconciled books can turn financing, a sale, or an audit into a far more expensive event than it needed to be.
If any of those held true this year, the real question is: what would need to change in the next 90 days for next year to look different? Here is exactly what we would do.
What would your first 90 days with us look like?
Select a phase to see the work we take on, what you receive, and what we will need from you.
Your first working session after the engagement is signed.
This is where we take the reins. You meet your dedicated client manager, we gather what we need, and we map the cleanup before a single month is closed.
What we do
- Introduce your dedicated client manager and communication protocols
- Align on goals established during the Discovery Chat
- Review invoicing, payments, bills, banking, payroll, and software access
- Gather tax returns, statements, and QuickBooks Online or approved platform access
- Execute IRS information authorization so notices can be handled by the firm
- Map the chart of accounts and draft the cleanup plan
What you get
- A single point of contact and a written onboarding checklist
- Clear expectations, deliverables, and the first cleanup milestone
- Defined response timelines so work does not stall in email
- A documented picture of the accounts and systems we will take over
Why Day 0 is not “just paperwork”
Most financial messes start with incomplete access, unclear ownership, and no chart of accounts that matches how the business actually operates. We settle those issues before cleanup begins so the next 45 days have a defined scope.
What would it be worth to hand this off — properly, once?
The questionnaire takes 5–10 minutes and lets us prepare for a complimentary Discovery Chat about your specific situation. If we both agree the engagement is the right fit, Day 0 is where the Pathway starts.
Complete the Questionnaire & Schedule Your Chat Start the QuestionnaireWe clean up the past so the business can be managed from accurate records.
This is the intensive reconstruction period. Bank and credit accounts are reconciled, the chart of accounts is repaired, prior filings are reviewed, and the first cash forecast is built.
What we do
- Reconcile bank and credit accounts, going back years when the records require it
- Organize and repair the chart of accounts so reports mean something
- Review prior tax filings for risks, missed deductions, and issues that need a plan
- Install foundational workflows: payroll sync, bill pay, bank rules, and receipt capture
- Build the first 13-week cash forecast
- Provide weekly updates on progress and what we still need from you
What you get
- Clean, reliable financials through the most recently closed month
- Compliance issues identified, with a plan to address them
- Repeatable workflows that reduce owner time in the books
- A comprehensive picture of the business finances, not a stack of disconnected files
Your role in this phase
Cleanup is a collaboration. We will occasionally need documents, logins, or decisions. Timely responses keep the 45-day window intact. Delay on access is the most common reason onboarding stretches.
How many months of decisions are riding on books like these?
Every month the records stay unreconciled, the cost compounds quietly — in missed deductions, blind cash decisions, and risk that surfaces at the worst time. Tell us about the condition of the records in the questionnaire, and we will discuss what cleanup would involve in your Discovery Chat.
Complete the Questionnaire & Schedule Your Chat Start the QuestionnaireThe second strategy session: numbers you can finally use.
We present the first organized financial statements, address tax issues discovered in cleanup, and set the reporting rhythm for the next 90 days.
What we do
- Walk through the P&L, balance sheet, and cash flow line by line
- Explain how the books were structured and what changed in cleanup
- Deliver a current-year tax projection and identify legal planning opportunities
- Address tax issues discovered and present a resolution plan when needed
- Review margins and pricing using the cleaned-up unit economics
- Define KPIs, reporting cadence, and the next 90-day roadmap
What you get
- Confidence that the numbers driving decisions are complete
- Clear insight into profitability, cash, and tax exposure
- A written financial action plan tied to your goals
- A transition point: cleanup is no longer the main work
This is where strategy becomes possible
You cannot price, hire, borrow, or plan tax from incomplete books. Day 45 exists so we do not skip from “we think the accounts are caught up” to advice. The statements come first. The plan follows.
When did someone last walk you through your numbers, line by line?
If the honest answer is “never,” that is what Day 45 exists to change. It starts with the questionnaire and a complimentary Discovery Chat — the Clarity Review itself is part of the Pathway once you are a client.
Complete the Questionnaire & Schedule Your Chat Start the QuestionnaireFrom setup to an operating rhythm the business can run on.
Regular financials, on-time filings, cash visibility, and the first strategic conversations — including how to read the reports, not only how to receive them.
What we do
- Close each month with a target of the 25th, plus a KPI scorecard
- Maintain a rolling 13-week cash forecast and scenario testing
- Keep required filings moving, including sales tax when in scope
- Implement pricing and margin changes when the numbers support them
- Launch the PACE™ cadence: Produce, Attract, Care, Enhance
- Begin educating you on the metrics that actually change decisions
What you get
- On-time monthly reporting that can support real decisions
- Visibility into cash, profitability, and emerging risk
- Filings processed on a defined schedule instead of a scramble
- A proactive rhythm: we start asking better questions because the data can support them
The shift by Day 90
Cleanup is no longer the story. With accurate financial data, we can discuss pricing, cost control, tax timing, and growth with a shared set of facts. You are in a financial partnership — not a once-a-year filing relationship.
What could you do with trustworthy numbers by the 25th, every month?
Price with confidence. Plan tax before year-end. Walk into a bank with books that hold up. The first step is small: complete the questionnaire, reserve the complimentary Discovery Chat, and we will tell you honestly whether the Pathway fits.
Complete the Questionnaire & Schedule Your Chat Start the QuestionnairePicture the business ninety days from now.
The point is not a binder of reports. It is what becomes possible when the numbers can finally be trusted — and what stops keeping you up at night.
Reliable books
Reconciled accounts, a usable chart of accounts, and financials you can show a lender, buyer, or the IRS.
Compliance in motion
Filings, sales tax when in scope, and notice handling are on a process — not waiting on the owner’s calendar.
Cash you can see
A rolling 13-week forecast and a monthly close targeted by the 25th, so surprises surface earlier.
A working partnership
A client manager, a reporting rhythm, and the first strategic conversations about tax, pricing, and growth.
Owners and taxpayers who took the first step.
Every relationship below started the same way yours would: a questionnaire, a conversation, and a plan.
“There’s a saying that a good accountant will save you more than they cost, and James absolutely proved that. He gave us peace of mind and an affordable solution to a problem that had felt like a burden for far too long.”
“I had some issues with old tax returns… James was great! Helpful, friendly, timely. Took care of it all and I always knew what to expect and what was going on.”
“James is extremely knowledgeable and helpful. I did some tax consulting with him and came away with my fears relieved and having a plan for the future.”
“I’ve been using Corridor for a few years now for all my tax needs and they’ve been great. James responds quickly to all my questions and they’ve been meticulous and thorough in processing my returns every year.”
“I worked with James Yochum when starting my business and he did a great job of helping me understand my business needs. Would recommend!”
“I’ve looked for a CPA that fit my needs for 2 months… James was super welcoming, enthusiastic, and quick to share that he had understanding… James seems to do this for the love of the game, and all the right reasons.”
Reviews are from Corridor Consulting’s public Google Business Profile. Excerpts are verbatim; some are shortened for length.
We do not file a return on top of books we would not defend.
The IRS, lenders, and buyers trace decisions back to the records. Pathway to Prosperity™ exists because cleanup, tax, and advisory only work when they share one set of facts.
We take the work, not just the filing
Authorization, access, reconciliation, and a defined close are part of the engagement. You should not have to assemble the audit trail after the fact.
We document so we can stand behind it
Planning is implemented in the books, not suggested in a meeting and left for someone else to reconstruct. If a position needs to be explained later, the file should already support it.
We stay after Day 90
The Pathway is onboarding, not a 90-day project that ends. Ongoing Business Solutions continue the close, the forecast, the tax calendar, and the advisory cadence.
The Pathway is built for owners who…
- Run a business generating roughly $300K–$10M in annual revenue
- Want accurate financial reports every month, not once a year
- Need tax strategy before year-end — while it can still change the outcome
- Want clear visibility into cash flow and profitability
- Prefer one long-term financial partner over a patchwork of vendors
It is probably not the right fit if…
- You only need a basic tax filing once per year
- The business is very early stage with minimal financial activity
- You are shopping for the lowest-cost bookkeeping option
- You are not ready to share the documents and access the work requires
What does this level of support actually cost?
Business Solutions engagements that include the Pathway typically run $1,500 to $5,600+ per month, depending on the level of support. For comparison: hiring a bookkeeper alone often costs $5,000–$7,500 per month before adding tax preparation or advisory, and an internal controller and bookkeeper often run $10,000–$18,000 per month.
The exact scope and investment are confirmed in writing after the Discovery Chat — before any work begins.
If tax compliance is already a problem, start there
Notices, unfiled returns, or other tax compliance issues — for a business or at the individual level — should begin with IRS & Tax Resolution. We can discuss Business Solutions and the Pathway from that Discovery Chat once the compliance path is clear.
The next step is small: a questionnaire and a conversation.
You are not committing to 90 days today. You are spending 5–10 minutes telling us what is happening in the business, then 30 complimentary minutes finding out whether the Pathway fits. If we both agree it does, the signed engagement controls scope and investment — and Day 0 is scheduled.
Questionnaire
Starts with the short form below, then 5–10 minutes on operations, vision, and current struggles so we can prepare.
Discovery Chat
Complimentary 30 minutes on Google Meet. Dial into the meeting number if you prefer phone.
Paid engagement
You review and sign. Day 0 is scheduled. The 90 days begin.
Required first step for new Business Solutions work. No Pathway work begins until the engagement agreement is signed. Prefer to start on our scheduling page instead? Begin the questionnaire here.
Quick answers before you start
Our books are years behind. Is that a problem?
It is common. Cleanup regularly reaches back several years. The questionnaire and Discovery Chat are how we gauge how far back the work needs to go.
What does the Pathway cost?
It is included in Business Solutions engagements, which typically run $1,500 to $5,600+ per month by level of support. Scope and investment are confirmed in writing before work begins.
What if we are not the right fit?
We will tell you during the complimentary chat and point you toward a better next step. Nothing is owed for the conversation.
All services are subject to the applicable signed engagement agreement. The engagement agreement controls the complete scope, timing requirements, client responsibilities, limitations, investment terms, and other governing conditions.