Our Services
Three core services built for small practices. Plus add-ons to fit your exact workflow.
Bank and card reconciliation, expense categorization, invoice posting, and general ledger maintenance — every month, same person, same standards.
3–12 months of pending books cleared and organized. Fixed scope, transparent pricing, one-time project — the low-risk way to try us.
Clean P&L, balance sheet, and basic MIS reports delivered on time — ready for client conversations and strategy.
Beyond the Core
Invoice aging, payment tracking, and vendor management on top of your core bookkeeping.
Monthly payroll runs, tax withholding, and W-2 prep — fully coordinated with your books.
Quarterly or monthly sales tax filing with reconciliation to your ledger.
Book close-out, asset schedules, and working papers ready for your tax accountant.
Move from QuickBooks Desktop, Wave, or spreadsheets to Xero or QBO with full data integrity.
Real-time KPI tracking tailored to how you manage the business.
Annual budgets and rolling forecasts to plan ahead with confidence.
Quick training sessions to help clients understand their own financial data.
Tailored by Sector
Every sector books differently — different revenue recognition, cost structures, and reporting needs. We adapt our workflow to the industries your clients operate in, so nothing gets forced into a generic template.
Property-level P&L, trust and escrow account handling, tenant deposits, CAM reconciliation, and per-unit reporting.
Job costing, WIP schedules, progress billing, retainage tracking, and percentage-of-completion accounting.
Multi-channel sales reconciliation, inventory and COGS tracking, marketplace fee mapping, and sales tax nexus.
Project and client profitability, unbilled revenue, retainer tracking, and time-based revenue recognition.
Daily sales imports, tip and payroll allocation, food-cost tracking, and multi-location consolidation.
Tell us what your clients do and we'll map a workflow to their specific requirements.
Talk to us →Scope
Clarity on scope prevents disappointment. We stay in our lane — and we're honest about it.
We clean the books and hand them to you for 1040, 1120, or trust returns. Tax strategy stays with your firm or a specialist.
We don't audit books or provide CPA-level assurance services. That's a different engagement from bookkeeping.
Crypto, cannabis, healthcare, and other heavily regulated verticals need specialists. We'll always tell you if a client is outside our wheelhouse.
Built for Trust
We provide consent templates so your firm can properly disclose offshore engagement to end clients before we touch their 1040 data.
Every engagement includes a signed NDA and written data-handling rules. Access is restricted and logged.
Type I certification is our near-term goal. We're taking time to do it properly, not rushing.
Engagements are scoped with deliverables and SLAs — structured as services, not staff placement.
Ready When You Are
Start with a 90-day pilot on 3 clients, or scope a single cleanup project. No long-term commitment required.