Bank & card matching
Every transaction across every account matched and reconciled, no exceptions carried forward silently.
Bookkeeping
Books closed on a schedule, not a scramble.
We reconcile every account and categorize every transaction each month, so your financial picture is never more than a few weeks old.
Standard cycle
Close by the 10th
Reports monthly
Response time < 1 business day
What's included
Monthly bookkeeping
Reconciliation
Structure
Chart of accounts
A chart built around how your business actually operates, not a generic template.
Reporting
P&L & balance sheet
Delivered monthly in plain language, with a short written summary of what changed and why.
Software
QuickBooks & Xero
We work inside the software you already use, or help you migrate to one that fits better.
Accruals
Accrual & cash basis
Books kept on whichever basis your lender, investor, or tax filing requires.
Support
Direct access
A named bookkeeper who answers your questions — not a rotating support queue.
Recurring
Payroll services
Wages calculated, withholdings filed, and year-end forms issued on time — for one contractor or a team of fifty.
Direct deposit runs
Payroll tax filings
W-2 & 1099 issuance
New-hire reporting
Every payroll run treated like the most important one.
One-time
Clean-up & catch-up
Behind by a year, or five? We reconstruct historical transactions and reconcile prior periods so your books — and your next filing — start from solid ground.
Typical clean-up scope
Look-back period up to 5 years
Delivery fixed-fee, quoted upfront
Ready to see what your books should look like?
We'll review your current setup in a free consultation and quote a flat monthly rate.
Schedule a consultation