Monthly bookkeeping
Categorized transactions, reconciled accounts, and a closed set of books in your inbox by the 10th.
- Bank & card reconciliation
- Month-end close
- Cleanup & catch-up
Services
Everything your finance function needs, under one roof
Pick a single service or hand us the whole back office. Every engagement is scoped in writing before we start.
Tax preparation & planning
Federal and multi-state filings, quarterly estimates, and year-round planning that lowers what you owe.
- Business & personal returns
- Quarterly estimates
- Entity strategy
Payroll & compliance
On-time payroll runs, filings, and contractor 1099s handled so nothing lands late or wrong.
- Multi-state payroll
- W-2 & 1099 filing
- Registration support
Systems & software setup
QuickBooks or Xero configured properly the first time, with app integrations that stop double entry.
- Chart of accounts design
- Migration
- App integrations
Getting started takes three steps
- 01
Free consultation
A 30-minute call to understand your entity, systems, and pain points. You leave with a clear read on where your books stand.
- 02
Scope & cleanup
We send a fixed-fee proposal, then bring historical books current so we're starting from accurate numbers.
- 03
Monthly rhythm
Books close on schedule, financials land in your inbox, and we walk through them together each month.