What we offer
Financial clarity, delivered every month.
Two core services designed to give small and mid-sized businesses complete visibility into their financial condition — accurate, timely, and always complete.
Monthly Bookkeeping & Reconciliation
Clean books, every month. No exceptions.
We take full ownership of your monthly bookkeeping — categorizing every transaction, reconciling every account, and delivering a clean, audit-ready set of books before your deadline. You get consistent, reliable records without lifting a finger.
100%
accuracy guarantee on every reconciliation
Transaction Categorization
Every income and expense entry coded accurately to your chart of accounts.
Bank & Credit Card Reconciliation
All accounts reconciled monthly — discrepancies caught and resolved before close.
Accounts Payable & Receivable
Vendor bills and customer invoices tracked so nothing slips through the cracks.
Month-End Close Package
A complete reporting package delivered on schedule, every single month.
Audit-Ready Records
Documentation organized and maintained so you're always prepared for review.
Financial Reporting & Cash Flow Analysis
Numbers that tell the full story.
Raw data doesn't drive decisions — insight does. We transform your books into clear, actionable financial reports that reveal your business's true health, highlight trends, and give you the confidence to plan and grow.
72 hrs
average report delivery after month-end close
Profit & Loss Statements
Monthly and year-to-date P&L reports that show exactly where you're making and spending money.
Balance Sheet Preparation
A complete snapshot of your assets, liabilities, and equity at any point in time.
Cash Flow Forecasting
Forward-looking projections so you can anticipate shortfalls and plan investments with confidence.
Custom KPI Dashboards
The metrics that matter most to your business, presented clearly and updated monthly.
Executive Summary Reports
Plain-language summaries that translate financial data into actionable business intelligence.
Service packages
Find the right fit for your business.
Every package includes clean, accurate books delivered on time. Choose the level of support that matches where your business is today.
Starter
Ideal for solo operators with a growing business.
- Up to 50 transactions/month
- Monthly reconciliation
- Profit & Loss statement
- Balance Sheet
- Cash Flow statement
Professional
Ideal for small businesses with a team of 1–5 employees.
- Up to 150 transactions/month
- Monthly close package
- AR/AP tracking
- Quarterly review call
Premium
Ideal for growing businesses with 5–20 employees.
- Unlimited transactions
- Weekly updates
- Bespoke reporting
- Financial advisory
Custom
Ideal for medium-sized or multi-entity businesses upgrading or automating accounting processes and/or personnel.
- Everything in Premium
- Operational change consulting
- Accounting process automation
Additional services
Other services we offer.
Beyond our core packages, we provide specialized services to address the unique needs of your business.
Catch-Up & Cleanup Bookkeeping
If poor prior bookkeeping or no bookkeeping is an issue, we bring your books up to date.
Accounting Software Migration
If migrating to a system or upgrading your current system, we manage the process.
Tech Stack Integration
If upgrading processes with third party tools like Stripe, PayPal, Square or inventory mgt apps, we manage the integration with the accounting system.
Job Costing & Profitability Tracking
We track income and expenses by project, client, or department to reveal true profit margins.
Inventory Management
We track physical stock levels, calculate true Cost of Goods Sold, adjust for shrink, and implement audit controls and routines.
Sales & Use Tax Filing
We handle the calculating, reporting and remitting of periodic state and local sales tax collected across jurisdictions.
Estimated Tax Calculations
We track profit trends over time to provide accurate estimates for quarterly tax payments.
1099 Contractor Management
We collect the Form W-9s, track non-employee compensation threshold amounts, and file the 1099-NEC forms.
How it works
Simple onboarding. Consistent delivery.
Free Consultation
We learn your business, your current setup, and what financial clarity means to you.
Seamless Onboarding
We connect to your accounts, review historical records, and establish your reporting baseline.
Monthly Delivery
Clean books and complete reports delivered on schedule — every month, without follow-up.
Ongoing Partnership
We stay proactive — flagging issues, answering questions, and growing with your business.
Let's talk about your books.
Schedule a free 30-minute consultation and find out what accurate, timely, and complete really looks like.