Books you can actually trust — closed every month, on time.
Done-for-you monthly accounting, payroll, sales tax, and tax-ready books. Industry-correct chart of accounts. Owner-grade reports. Backed by our 30-day satisfaction guarantee.
Books closed every month — by the 10th, every time.
Most owners we meet have books that are 3–6 months behind, full of suspense entries, or technically "current" but completely useless for decisions. We fix that. Then we keep it that way.
Monthly close
Bank, credit card, and loan reconciliations. AR aging cleaned. AP coded properly. Books closed by day 10 of the following month.
Industry-correct chart of accounts
Real estate has different accounts than a plumbing company. We rebuild your chart of accounts to actually reflect how your business makes and spends money.
Payroll & contractors
Run payroll on Gusto or Justworks. 1099 prep at year-end. W-2s, contractor onboarding, multi-state if you've grown across borders.
Sales tax
Multi-state sales tax registration, filing, and reconciliation. We handle it; you don't get a surprise letter from a state revenue department.
Tax-ready books, year-round
By December your books are clean, depreciation is current, and your CPA gets a tidy tax package — not a 6-week panic in March.
Owner-grade reports
P&L, balance sheet, cash flow — every month, on a one-page summary you can actually read. Plus the detail if you want it.
The first 30 days. Boring. On purpose.
If your books are messy, the first month is cleanup. We don't try to "transform" your finance function in week one — that's how mistakes happen. We get the data foundation right first, then we make it useful.
Most clients are fully onboarded within 3–4 weeks. By month 2 you're getting clean monthly reports. By month 3 you're using them.
- Day 1: kick-off call, access to QuickBooks / Xero / banking
- Days 2–10: data audit, find the broken stuff, document it
- Days 10–20: rebuild chart of accounts, reclassify back-entries
- Days 20–30: first proper close, owner walkthrough of what changed
- Month 2+: standard monthly cadence
Modern stack. No spreadsheets-as-a-system.
We work primarily in QuickBooks Online and Xero. We integrate with the tools you already run — not the other way around.
QuickBooks Online
Default for most clients. Solid integrations, good reporting, scales to mid-size.
Xero
Stronger for clients with multi-entity structures or international exposure.
Gusto / Justworks
Payroll, benefits, contractor payments. Multi-state ready.
Bill.com / Ramp
AP automation and corporate cards with proper expense coding.
Books that set up the next decision.
Plenty of bookkeepers will close your month. Few will tell you that your gross margin is 8 points below industry, or that your 13-week cash forecast is going to break in week 7. We do that.
Accounting is the floor. Most clients eventually layer on Fractional CFO or Advisory work — same team, same data, no handoff. See our fractional CFO offering →
- Spot trends before they become problems
- Hand your CPA tidy books in January, not March
- Make hiring, pricing, and capex decisions with real numbers
- Sell or raise without an emergency book cleanup
Things owners ask before signing.
How long does onboarding take if my books are a mess?
Do you do my taxes too?
What if I already have a bookkeeper?
QuickBooks or Xero?
How much does monthly accounting cost?
What about the 30-day satisfaction guarantee?
Ready to see your numbers actually mean something?
30-minute call. No obligation. We'll tell you straight whether we can help — or who can.