Services

Bookkeeping built around how your business actually runs.

Pick the piece you need or hand us the whole function. Either way, one named bookkeeper owns your account and answers within a business day.

Monthly bookkeeping

The core engagement. We reconcile every account, categorize each transaction, review for anomalies, and close the month on schedule.

  • Bank, credit card, and loan reconciliation
  • Revenue and expense categorization
  • Monthly P&L, balance sheet, and cash flow
  • A short written summary of what changed

Cleanup & catch-up

For books that stalled. We rebuild the ledger from source documents so you can file with confidence and stop guessing at your numbers.

  • Multi-year transaction rebuilds
  • Unfiled prior-year support
  • Duplicate and misposting corrections
  • Opening balance verification

Payroll & sales tax coordination

We work alongside your payroll provider and filing deadlines so the liabilities on your books match what's actually owed.

  • Payroll journal entries and reconciliation
  • Sales tax tracking by jurisdiction
  • Contractor and 1099 tracking
  • Deadline calendar you can see

Advisory & CPA handoff

Bookkeeping is only useful if it informs decisions. We translate the statements and hand your CPA a packet that needs no rework.

  • Quarterly review call
  • Cash flow and hiring scenarios
  • Year-end packet and schedules
  • Software setup in QuickBooks or Xero

Who we work with

Owner-led companies across the country.

Professional servicesTrades & contractorsDental & medical practicesAgencies & consultantsE-commerce & retailNonprofits

Not sure which one you need?

Tell us what's going on with your books and we'll tell you honestly what it will take.

Schedule a consult