Bookkeeping & Accounting
Accurate books, clean records, and CPA-backed oversight — the reliable foundation every growing business needs.
Perfect for growing businesses that need accurate books, clean financial records, and CPA-backed oversight, without the overhead of a full finance department. Available as a 6- or 12-month engagement with renewal option.
Monthly Ledger Management — expert categorization of all income, expenses, and bank transactions.
Proactive Reconciliations — monthly balancing of bank accounts, credit cards, and loan statements to ensure zero errors.
CPA-Reviewed Financials — monthly delivery of accurate Profit & Loss statements and Balance Sheets.
Tax-Ready Organization — Chart of Accounts review and optimization, with continuous tax-mapping of expenses to maximize deductions and minimize year-end stress.
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Pricing is based on transaction volume and account complexity, quoted during your free consultation rather than a flat public rate. It's structured as a predictable monthly fee, not hourly billing, so there are no surprise invoices.
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You'd hand off the monthly categorization, reconciliation, and financial statement prep to us, freeing up the hours you're currently spending on it yourself. You'll still see and approve everything through monthly CPA-reviewed reports.
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This runs as a 6 or 12 month engagement with a renewal option, giving both sides time to build a real working rhythm rather than restarting the relationship every few weeks.
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Mostly just timely access to statements and quick answers to occasional clarifying questions about specific transactions. Most clients spend a couple of hours a month actively engaged with the process.
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Yes, that's one of the core goals. We stay in touch with your tax preparer throughout the year, so by the time April rolls around, they have organized deduction-ready records instead of a last-minute scramble.
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It's common to graduate into Fractional Controller or The Complete Financial Suite as a business grows and needs more strategic oversight, not just clean books. We'll flag that transition point with you directly when it makes sense.
