Services
Everything between the receipt and the decision
We handle the full accounting cycle — recording, closing, filing, and interpreting — so you are never stitching together answers from three different providers.
Bookkeeping
Clean, current books you can actually rely on — reconciled every month, never scrambled together at year end.
We take day-to-day bookkeeping off your desk entirely. Transactions are categorized consistently, accounts are reconciled on a fixed monthly schedule, and you get a closing package that tells you where the business stands.
- Monthly transaction categorization and coding
- Bank, credit card, and merchant reconciliations
- Accounts payable and receivable management
- Payroll journal entries and recording
- Catch-up and clean-up of historical books
Accounting & reporting
Month-end closes and financial statements prepared to a standard your bank, board, and CPA will accept.
Beyond recording activity, we produce the statements that decisions get made from. Every close follows the same checklist, so your reporting is comparable period over period and defensible under review.
- Month-end and year-end close
- Profit & loss, balance sheet, and cash flow statements
- Accrual and cash basis reporting
- Chart of accounts design and cleanup
- Audit-ready workpapers and schedules
Tax & compliance
Filings prepared accurately and on time, with the documentation to back every position up.
We keep your filing calendar under control and your records organized so deadlines are routine rather than emergencies — and so your tax preparer starts from a clean set of books.
- Sales tax registration, tracking, and filing support
- 1099 preparation and vendor W-9 management
- Year-end tax package for your CPA
- Entity and multi-state compliance tracking
- Notice response and documentation support
Advisory & CFO support
The forward-looking view: cash runway, margins, budgets, and the trade-offs behind your next decision.
Once the books are trustworthy, they become a planning tool. We work with owners on the questions that follow — what a hire costs, where margin is leaking, how long the cash lasts, what the numbers say about the next move.
- Cash flow forecasting and runway modeling
- Budgeting and variance analysis
- Pricing and margin review
- KPI dashboards and management reporting
- Fractional CFO sessions and board reporting
Engagements
Fixed monthly scope, not hourly surprises
Every engagement is quoted after we review your books, so the fee reflects your actual volume and complexity. These are the levels most clients start at.
Essentials
Bookkeeping
For small businesses that need reliable monthly books and clean records.
- Monthly categorization & reconciliation
- P&L and balance sheet
- Year-end package for your CPA
- Email support
Growth
Most chosenFull accounting
For growing companies that need a real month-end close and compliance handled.
- Everything in Essentials
- Accrual close with workpapers
- AP/AR management
- Sales tax & 1099 filings
- Monthly review call
Advisory
CFO support
For owners who want a finance partner in the decisions, not just the records.
- Everything in Growth
- Cash flow forecasting
- Budget & variance reporting
- KPI dashboard
- Fractional CFO sessions
Need a one-time cleanup or catch-up instead? We scope that separately.
Questions
Things clients ask before starting
Do you work with businesses outside your time zone?
Yes. We are a remote-first firm and work with clients across the United States. Our team maintains overlapping hours with U.S. business hours, and we schedule calls to suit your time zone.
Which accounting software do you use?
We work in QuickBooks Online and Xero most often, and are comfortable with the common payroll, payments, and expense tools that connect to them. If you already have a stack, we adapt to it rather than forcing a migration.
My books are months behind. Can you help?
That is one of the most common reasons clients come to us. We scope the cleanup separately, bring your records current, and then move you onto a normal monthly schedule.
Do you file my tax return?
We handle bookkeeping, compliance filings such as sales tax and 1099s, and prepare a complete year-end package. For income tax return filing we coordinate directly with your CPA or EA, or can introduce you to one.
How is my financial data kept secure?
Data is exchanged through encrypted, access-controlled portals rather than email attachments. Access is limited to the team members working on your account and is revoked immediately when an engagement ends.
How do engagements start?
With a free discovery call and a review of your current books. You receive a written scope and fixed monthly fee before any work begins — there are no hourly surprises.
Not sure which level fits?
Send us your current books. We will tell you what shape they are in and what the right scope looks like — before you commit to anything.
Request a books review