Service
Accounting & Bookkeeping
Monthly bookkeeping, reconciliations and financial statements, plus catch-up and cleanup when the books have gotten away from you.
You cannot make good decisions on bad numbers. We keep the books reconciled and the statements current, so you always know where the business stands, and so tax season is a formality instead of a fire drill.
What this includes
Monthly bookkeeping
Categorization, bank and credit card reconciliation, and a closed set of books every month.
Catch-up & cleanup
Months or years behind? We rebuild the file, fix the categorization and reconcile it back to the bank.
Financial statements
Profit & loss, balance sheet and cash flow you can actually read and use.
QuickBooks setup & support
Chart of accounts design, app integrations, and training for your team.
Payroll coordination
Working alongside your payroll provider so wages, taxes and filings tie out.
AR / AP oversight
Keeping an eye on what you are owed and what you owe before it becomes a cash problem.
Common questions
How far behind is too far behind?+
There is no such thing. We have rebuilt files that had not been touched in three years. The sooner it starts, the cheaper it is.
Which software do you work in?+
QuickBooks Online is our primary platform. We also work in QuickBooks Desktop and can migrate you if that is the right move.
Can you just review what my bookkeeper does?+
Yes. A monthly or quarterly review engagement is a common middle ground.
Let’s talk
Ready to work with a CPA who actually explains it?
Start with a free 30-minute intro call. Bring your questions, your notices, or just a rough idea of what you need. You will leave the call knowing exactly what the next step is and what it costs.