Bookkeeping.
Monthly close on a calendar you can count on. Your books are reconciled, categorized, and ready for every tax deadline — without the scramble.
How we work it
We run bookkeeping the way a controller would: every account reconciled, every transaction categorized to a stable chart of accounts, and every close signed off before the month is out.
You get a clean general ledger, a P&L that tells you what's actually happening, and a balance sheet that ties. When tax season arrives, there's nothing to untangle.
What’s included
Every engagement is scoped against your situation. The list below is the shape of a typical engagement.
- 01Monthly close by the 15th
- 02Bank, credit card, and loan reconciliations
- 03Chart of accounts design and clean-up
- 04Accrual or cash basis — your choice
- 05Monthly P&L, balance sheet, and cash flow
- 06QuickBooks Online or Xero
Who it’s for
Operators who want books they can read — and a CPA who already has the data.
Bring us your last two returns. We’ll tell you what we’d do differently.
A thirty-minute consultation, no charge, no pressure.