Monthly closes, reconciliations, and reporting prepared with care. Books that finish on time and hold up to scrutiny — whether you're a sole proprietor or consolidating multiple entities.
Each month closes with reconciled accounts, categorized transactions reviewed by a real person, and reports that actually tell you something useful. When a number looks off, we flag it and ask before guessing.
The clients who stay with us longest are the ones who came to us in the middle of a mess. We don't make anyone feel embarrassed about the starting point — we sort it out, lock it in, and keep it that way.
Flat-rate monthly engagement. Scope adapts to transaction volume and entity complexity, but the standard does not change.
Bank, credit card, loan, and merchant accounts tied out monthly to statements. Discrepancies investigated, not papered over.
Categorization to a chart of accounts that fits how you actually think about the business, reviewed by a person before close.
By the fifteenth of each month: a closed prior month with P&L, Balance Sheet, and Cash Flow ready and reviewed.
AP/AR tracking, aging reports, and a clean trail of what is owed and to whom.
Clean handoff to your tax preparer — or to us — with no December scramble.
Backlogs and broken records, sorted and brought current. Often the right place to start.
A complimentary thirty-minute review. We'll look at what you have, tell you what we'd do, and recommend a path — whether that involves us or not.
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