Bookkeeping · Accounting · Payroll

Clean books every month. Calm at tax time.

We handle the monthly bookkeeping, reconciliations and reporting for small businesses, so you always know where your numbers stand and your CPA gets tax-ready books.

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Your monthly close

  • Every transaction categorized
  • Bank and credit cards reconciled
  • Profit & loss and balance sheet
  • Receivables and payables reviewed
  • Questions flagged, not guessed

Plus a short review call to walk through your numbers, whenever you want one.

Everything your books need, handled in one place

We work in QuickBooks Online predominantly, but can adjust to what systems you have in place now and make suggestions for any other framework that may work better for you now and in the future.

Monthly bookkeeping

Transactions recorded and categorized every month, with a clear set of financials when the month closes.

Reconciliations

Bank, credit card and loan accounts reconciled so your balances match reality.

Payroll

Payroll runs, filings and year-end forms for your team, set up and kept on schedule.

Bills & invoicing

Accounts payable and receivable managed so vendors get paid and customers pay you.

Financial reporting

Monthly statements plus the reports you actually use to make decisions: cash flow, budget vs. actual.

Catch-up & tax-ready books

Months or years behind? We clean it up and coordinate with your CPA at year-end.

How it works

  1. 01

    Free consultation

    A short call to understand your business, your software and where your books stand today.

  2. 02

    Onboarding & cleanup

    We connect your accounts, review past records and fix anything that needs attention.

  3. 03

    Monthly close

    Each month your books are reconciled and your reports land in your inbox on a set date.

Common questions

What accounting software do you work with?

We work predominantly in QuickBooks Online. If you use something else, ask us for advice on whether to keep the current system or migrate to a new one.

Do you prepare and file taxes?

We do not prepare or file taxes; however, we do keep your books tax-ready and work directly with your CPA or tax professional.

I am months behind. Can you still help?

Yes. We start with a free review of where things stand, then quote a one-time catch-up project before moving you to a monthly plan.

How do we share documents?

Through a secure client portal and read-only connections to your bank and card accounts. We never need your banking passwords.

Let’s get your books in order

Tell us a little about your business and we’ll set up a free 30-minute consultation to see if we’re a fit.