We offer monthly bookkeeping, financial reporting, CFO advisory, and audit preparation services. Whether you need someone to handle your day-to-day transaction coding and bank reconciliations, or you need a strategic partner to help you interpret your numbers and plan ahead, we have a service level that fits.

Start by booking a free discovery call through our website. We’ll ask about your current bookkeeping setup, your pain points, and what you’re hoping to get out of the relationship. From there, we’ll recommend a service plan and walk you through our onboarding process—typically completed within one to two weeks.

We work with small and mid-size businesses across a wide range of industries, including e-commerce, restaurants and food service, professional services, tech startups, and real estate. Our experience spans multiple verticals, so we understand the specific financial dynamics your industry brings.

We primarily work in QuickBooks Online and Xero. If you’re already using one of these platforms, we’ll work within your existing setup. If you’re not yet on a cloud-based accounting platform, we’ll help you migrate and get set up properly from day one.

We offer fixed monthly retainers based on the volume and complexity of your books. You’ll always know exactly what you’re paying—no surprise invoices. Pricing is determined during your discovery call after we understand your business and scope of work.

Yes—catch-up bookkeeping is one of the most common reasons businesses come to us. Whether you’re a few months or a few years behind, we’ll work through the backlog systematically, clean up the chart of accounts, and get you current. We’ll let you know upfront what the catch-up project will involve and what it will cost.

Item descriptionAll monthly clients receive a Profit & Loss statement, Balance Sheet, and cash flow summary each month. Depending on your plan, you may also receive KPI dashboards, budget-vs-actual reports, or custom reports tailored to what matters most in your business.

Item descriptionYes. You’ll work with a consistent point of contact who knows your business. We don’t rotate staff or hand you off to different people. You’ll always know who to reach out to and can expect consistent, personalized service.

Item descriptionThat’s exactly what we’re here for. Most of our clients come to us with disorganized charts of accounts, missing transactions, or years of uncategorized expenses. We don’t judge—we fix. We’ll do a diagnostic review first, then build a cleanup plan before transitioning to ongoing monthly work.

Item descriptionYes. Our CFO Advisory service goes beyond bookkeeping to give you strategic financial guidance. This includes budget creation, cash flow forecasting, scenario planning, and regular advisory calls to help you make informed decisions about growth, hiring, or major investments.

Item descriptionBookkeeping is the ongoing process of recording and organizing your financial transactions—categorizing expenses, reconciling bank accounts, and keeping your records clean. Accounting involves interpreting those records to prepare tax returns, financial statements, and compliance filings. We handle the bookkeeping layer; your CPA handles taxes and filings. We’re designed to work seamlessly alongside your tax accountant.

Item descriptionWe don’t process payroll directly, but we work closely with payroll platforms like Gusto and ADP. We’ll make sure your payroll data flows correctly into your books each pay period and that your payroll expenses are classified accurately on your financial statements.

Item descriptionYes. Audit preparation is one of our core services. We’ll reconcile every account, organize supporting documentation, and make sure your financials are clean and defensible before your auditors arrive. Clients who work with us regularly find their audits go significantly faster and smoother.

Item descriptionWe work exclusively within secure, cloud-based platforms with bank-level encryption. We use role-based access controls, and we never store sensitive credentials in email or unprotected files. Your financial data is treated with strict confidentiality at every step.

Item descriptionPrimarily via email and scheduled video calls. Most clients receive their monthly reports with a written summary, and we schedule a monthly or quarterly review call depending on their plan. We’re also responsive to ad-hoc questions—you won’t be waiting days for a reply to something urgent.

Item descriptionWe perform a year-end close process, reconciling all accounts and delivering finalized financial statements ready for your CPA. We coordinate directly with your tax accountant to make the handoff seamless, ensuring they have everything they need without having to track you down for information.

Item descriptionYes. We work with early-stage startups through established businesses. For startups, we focus on building a clean financial foundation from day one—chart of accounts setup, expense tracking, runway reporting, and investor-ready financials when needed. Getting your books right early saves significant time and money down the road.

Item descriptionEvery account we manage is fully reconciled each month—meaning your books are verified against your bank and credit card statements. We flag discrepancies proactively, and your monthly reports come with a summary noting anything unusual. You’ll never be left wondering if the numbers are real.

Our sweet spot is small to mid-size businesses with $500K to $10M in annual revenue, though we work with businesses both smaller and larger. What matters most is that you’re ready to take your finances seriously and want a real partner—not just a data entry service.

Absolutely. We handle transitions all the time. Whether you’re leaving a freelancer, an in-house bookkeeper, or another firm, we’ll take over your books, do a thorough review, and bring everything up to standard. The transition is designed to be seamless so your records stay continuous.