From the first conversation to year-end — every step is documented, transparent, and designed around your business.
A focused 30-minute call to understand your business, your current accounting situation, and what you need. No commitment, no pressure — just a clear conversation.
Based on our conversation, we design a plan tailored to your business size, transaction volume, and goals. We walk you through the pricing, scope, and deliverables — no surprises.
We set up or review your QuickBooks Online, configure the chart of accounts, connect your bank accounts, and make sure everything is structured correctly from day one.
Every transaction is recorded, categorized, and matched to its source document in QuickBooks Online. We follow your chart of accounts and flag anything that needs your input.
We reconcile all bank accounts and credit cards against your statements. Every balance is verified before moving to reporting — nothing gets published until the numbers match.
A focused monthly check-in to review what happened, answer your questions, and make sure we're aligned on the next period. You always know where your business stands.
We deliver your P&L, Balance Sheet, and General Ledger — clean, accurate, and on time. You get a complete picture of your financial performance every single month.
We review and close the year — verifying all accounts, adjusting entries, and producing your final year-end financial statements. Your books are clean, complete, and audit-ready.
If your CPA handles tax filing, we coordinate directly with them — providing all the documentation, reports, and access they need. You don't have to be in the middle.
Fill out our Initial Consultation form so we can understand your business before our first call — it takes 3 minutes.