Services
Bookkeeping, done by a CPA.
Clean books, monthly reconciliation, and direct oversight from a licensed CPA. Not junior staff, not an offshore team.
Who this is for.
Businesses and business owners who want their books handled cleanly and quietly, without the back-and-forth, the handoffs, or the year-end surprises.
Best fit for owners who value clean records, clear communication, and a single senior point of contact instead of a rotating cast of staff accountants.
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. No ticketing system.
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
- fiber_manual_record Bank and card reconciliation
- fiber_manual_record Expense categorization with bank rules
- fiber_manual_record Accounts receivable tracking
- fiber_manual_record Accounts payable tracking
The Reports
- fiber_manual_record Profit & loss statement
- fiber_manual_record Balance sheet
- fiber_manual_record Cash flow statement
- fiber_manual_record Customer reports
Beyond the Books
- fiber_manual_record Performance reviews
- fiber_manual_record KPI dashboards
- fiber_manual_record Payroll support
- fiber_manual_record Business sales and acquisitions
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.