Bookkeeping That Makes Your Numbers Make Sense

From setting up your accounting system to cleaning up old records and keeping your books current every month, we build the work around how your business operates.

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Monthly bookkeeping from $450/month. Cleanups quoted upfront.

Monthly Financial SnapshotSample report
IncomeUp 12%
ExpensesUnder control
Net profitClear
✓Accounts reconciled✓Books closed by the 10th✓Reports ready

Unaudited · for management use

QuickBooks Online & Desktop expert
You keep ownership of your books
12+ years of experience
Serving U.S. and Canada small businesses, fully remote*

*Canadian businesses: we handle Canadian sales tax (GST/HST and PST) in your books and keep the records ready for filing. Ask us about your province.

Works with
QuickBooks Online logoXero logoZoho Books logoWave logoDext logoBill.com logoGusto logoStripe logoPayPal logoSquare logo
Core services

Comprehensive Bookkeeping & Accounting Support

Practical solutions for real business needs — whether you're just getting started, need a cleanup, or want ongoing support.

Behind on your books?Unsure if your numbers are right?Dreading tax season?
How every month closes

A Clear Close, Every Month

By the 5th: you send documentsStatements, receipts and answers to open questions.
By the 10th: books closedReconciled, reviewed, with your reports and exception log.
Within 1 business day: repliesEvery question gets an answer. Late documents move the close back day for day.

The monthly CPA-ready checklist

  • Bank and card accounts reconciled to statements
  • Uncategorized transactions cleared or listed as questions
  • Open questions and missing documents listed with dates
  • Owner draws, loans and large items flagged, not guessed
  • Payables and receivables reports match the ledger
  • Reports marked “unaudited, for management use”
  • Exception log sent with your reports
  • Books reviewed before they are closed

Year-end CPA package: trial balance, general ledger, reconciliations and 1099 vendor data, shared in a folder for your CPA.

What we don’t do

  • Prepare or file income tax returns
  • File sales tax returns, unless you add it as a service
  • Audit, review or assurance work
  • Legal advice
  • Move your money, apart from payroll you ask us to run
Our approach

We Don't Just Categorize Transactions. We Understand Them.

A transaction tells you that money moved. It doesn't always tell you why. We look deeper, connect the dots, and keep your records accurate, organized, and meaningful.

01. UnderstandWe learn how your business operates and how money moves through it.
02. InvestigateWe look into unclear, unusual, or inconsistent transactions rather than making assumptions.
03. OrganizeWe keep accounts, reconciliations, supporting information, and financial records properly organized.
04. MaintainWe help keep your books accurate and current through consistent ongoing support.
Ready to get started?

Not Sure What Your Books Need?

Tell us where your bookkeeping stands. We'll help you identify what needs attention and determine the right place to start.

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