How we work
Calm, clear, and in writing.
- 1
Tell us what has changed
A short, fully digital inquiry. No documents, no case details — just the shape of the situation.
- 2
Identify the financial questions
A conversation to name what needs to be understood, and by when.
- 3
Review the current books and systems
An honest look at where the records stand today, without judgment.
- 4
Confirm scope and professional boundaries
A written scope that is clear about what we do — and which specialists handle the rest.
- 5
Exchange information securely
Secure document instructions are provided after engagement, never through a public form.
- 6
Organize the financial foundation
Bookkeeping clean-up, categorization, and separation of business and personal activity.
- 7
Maintain communication and reporting
Regular, readable reporting that you and your advisors can rely on.
- 8
Prepare for the next business decision
Forward-looking CFO guidance on cash flow, compensation, and what comes next.
The professional boundary
Clear roles make every advisor more effective.
Pique Prosperity
Organized books, cash-flow clarity, readable financial reporting, scenario support, and steady guidance on how the business keeps operating.
Attorneys
Legal advice, strategy, and the divorce process itself. We don’t offer legal advice or litigation support.
Valuation & forensic specialists
Business valuation, forensic accounting, and expert testimony. Clean records simply make their work easier.
Tax professionals
Tax preparation and tax advice. We keep books tax-ready and coordinate so nothing falls between the cracks.