Overview
Good decisions need good numbers. Our accounting team keeps your books current, reconciled and tax-ready every month, so you always know where you stand, and year-end is a non-event. We work in QuickBooks Online, Xero and other leading platforms.
Who it's for
- Startups and small businesses without in-house accounting
- Growing companies that have outgrown a part-time bookkeeper
- Businesses that are months or years behind (catch-up and cleanup)
- Nonprofits needing fund and grant tracking
What's included
- Monthly bank, credit card and loan reconciliations
- Transaction categorization and accounts payable/receivable tracking
- Monthly profit and loss, balance sheet and cash flow statements
- Catch-up and cleanup bookkeeping
- Sales tax compliance support
- Year-end close and handoff to the tax team
Our process
Consult
We learn your situation and goals.
Engage
A clear, fixed-fee engagement letter.
Execute
Secure exchange through your dashboard.
Review
We walk you through the results.
Frequently asked questions
What software do you use?
We primarily use QuickBooks Online and Xero and connect them to your bank feeds, payroll and payment tools. We can also work in your existing system.
I'm behind on my books. Can you help?
Yes. Catch-up bookkeeping is one of our most common engagements. We'll quote a one-time cleanup fee, then move you to a monthly schedule.
When will I get my reports?
Monthly financial statements are typically delivered to your dashboard by the 15th of the following month.