Free 20-minute review
We look at where the books are now, what needs attention, and whether a monthly package or catch-up project is the right fit.
How it works
A good close should feel boring, in the best way.
Clear handoffs, one named bookkeeper, and the same dependable rhythm every month.
Start with a free review
Set up your system
We set up or clean up QuickBooks Online or Xero, then give you a shared place for receipts.
Keep the month moving
You send what comes in. We categorize transactions, reconcile accounts and ask concise questions when something needs your input.
Close and deliver
By the 15th of the next month, your profit and loss and balance sheet are in your inbox. At year end, your CPA package is ready.
Questions do not go on the clock
Ask early. Keep the month easy.
Every package includes questions at no extra charge. You get one named bookkeeper, not a rotating ticket queue.
For your CPA
Clean books make the rest of the year simpler.
We do not prepare tax returns, give tax advice, or audit, review or sign financial statements. We keep your books clean and on time so your CPA can work faster and bill you less.
Start with the books you have