Bookkeeping & Accounting
Accurate books, clean records, and CPA-backed oversight — the reliable foundation every 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.