For small businesses
Books that are current, organized and easy to hand over
You should know where your numbers stand and who to call about them. That is the whole promise.
Reliable communication
A named team head on a direct phone number, and replies you can plan around instead of chasing.
Help switching bookkeepers
Changing providers is awkward. We help you move across: reviewing where the books stand and picking up from there.
Alongside your accountant or CPA
We do not replace your accountant. We keep the books in order so their year-end and tax work starts from a clean position.
Authorized accountant access
Where you want it, we help arrange authorized access for your accountant — subject to your accounting software's own permission settings.
What a month looks like
A steady rhythm, not a scramble
Through the month
Transactions categorized as they come in, questions collected rather than left hanging.
At month end
Bank and credit card accounts reconciled, open items resolved or flagged to you.
After close
Agreed reports prepared, with the file left in an accountant-ready state.
Behind on your books? Catch-up bookkeeping is quoted separately once we have seen how far behind things are and how complex the period is.
Not sure where your books stand?
Tell us roughly what's going on. We'll tell you what the work involves before quoting.