Services
Bookkeeping, done by a CPA.
Clean books, monthly reconciliation, and direct oversight from a licensed CPA, the same person handling your records every month.
Who this is for.
Businesses and business owners who want their books handled cleanly and quietly, with clear records and no year-end surprises.
Best fit for owners who value clean records, clear communication, and a single senior point of contact who stays consistent year over year.
How we work.
Every engagement begins with a written scope and a fixed fee. No surprise invoices for a five-minute call.
You'll have a secure client portal for sensitive files and the direct line of the CPA responsible for your books.
Menu of Services
Pick what you need. Pay for that.
All services available on a monthly, quarterly, or yearly basis to fit your business and your budget.
The Books
- check Bank and card reconciliation
- check Expense categorization with bank rules
- check Accounts receivable tracking
- check Accounts payable tracking
The Reports
- check Profit & loss statement
- check Balance sheet
- check Cash flow statement
- check Customer reports
Beyond the Books
- check Performance reviews
- check KPI dashboards
- check Payroll support
- check Business sales and acquisitions
Pricing
Estimate your monthly fee.
Move the sliders to match your business. The estimate updates as you go. Final quote confirmed after a quick review of your books.
Final quote confirmed after a quick review of your books. Cleanup or catch-up, if needed, is a one-time fee, estimated above from the months of back bookkeeping required.
Why this matters
Clean books cost less than missed deductions.
In our experience, the single biggest driver of tax overpayment for small businesses is unreliable bookkeeping. Deductions get missed because the records can't support them. Expenses get miscategorized or forgotten entirely. Reconciliations lag by months, so by the time a return is prepared, half the year is reconstructed from memory.
Reliable books aren't just a tax-season convenience. They're the foundation the rest of your financial picture sits on: accurate projections, confident pricing decisions, loan applications that don't get flagged, clean due diligence if you ever sell.
The cost of keeping books clean all year is almost always lower than what gets left on the table when they aren't.