What's Included
Monthly Bookkeeping
Categorize transactions and maintain clean, accurate books every month.
Bank Reconciliation
Monthly reconciliation of all bank and credit card accounts.
Financial Statements
Balance sheet, income statement, and cash flow statement on demand.
Accounts Payable & Receivable
Track bills and invoices, manage vendor and customer payments.
Expense Tracking
Organized expense categorization for tax deductions and reporting.
Dedicated Accountant
Work directly with your own accountant who knows your business.
How It Works
Onboarding
We review your current books and set up your accounting system.
Connect Accounts
Securely link your bank and credit card accounts for automatic syncing.
Monthly Bookkeeping
Your dedicated accountant categorizes transactions and reconciles accounts each month.
Review & Report
Receive monthly financial reports and schedule a review call with your accountant.
FAQ
What accounting software do you use?
We work with QuickBooks, Xero, and other major platforms. We can also set up a new system if you don't have one yet.
Can I switch from my current accountant?
We handle the entire transition — migrating your books, connecting accounts, and ensuring nothing falls through the cracks.
What if I have back bookkeeping?
We can catch up on past months or years. Contact us for a custom quote based on the volume of transactions.
Do you handle multi-entity businesses?
Yes. The Enterprise plan supports multiple entities with consolidated reporting.