A full-spectrum bookkeeping and financial operations menu, delivered to a single standard. Pick the services that fit — we'll scope them into one fixed monthly engagement.
The foundation of clean books. Every transaction categorized correctly, every bank and credit card account reconciled to statement, every variance investigated and resolved. Your accounts close clean — every month, without exception.
Vendors paid on time. Invoices out on time. Aging under control. The full payables-and-receivables cycle, managed end-to-end — with you keeping full control of the money.
We're not a payroll processor — we're the team that makes sure your payroll entries, reconciliations, and filings are clean. Works alongside Gusto, ADP, QuickBooks Payroll, and similar platforms.
The general ledger is the single source of truth for every dollar that moves through your business. We maintain it with discipline — accurate journal entries, clean account balances, complete audit trail — so every financial report ties cleanly back to the underlying record.
Reports that answer the questions you actually ask. Delivered in the format you expect, when you expect them.
You've fallen behind. It happens. We get you current, cleanly and quickly, and then keep you there. Quoted as a one-time project fee, separate from ongoing monthly service.
Not tax filing. Not tax advice. But the cleanest, most tax-ready set of books your CPA or tax preparer will see this year. Saves them time, saves you money, saves everyone the last-minute scramble.
Switching platforms, setting up for the first time, or migrating from spreadsheets? We handle it.
Every engagement is scoped to what your business or firm actually needs. We take what's in the list above, match it to your situation in a discovery call, and build a fixed monthly fee around that exact scope. If your needs grow, we expand the scope (and the fee) together. If your needs shrink, same. No hidden line items, no hourly creep.
We're not a tax firm. We don't file your tax returns. We don't give tax advice. We don't audit, and we don't do attest work. We partner with your CPA (or introduce you to one) for anything that crosses those lines.
Why we draw that line: because financial operations work and tax/attest work demand different credentials, different liability frameworks, and different professional standards. We do one thing — bookkeeping and financial operations — and we do it to a level that should make your tax and audit professionals' lives measurably easier.