Services
Start with what you need today and add services as you grow. Every engagement is led by a dedicated bookkeeper, at rates agreed in writing before work starts.
The foundation. We record, categorize and reconcile every transaction, then close your books on a fixed calendar so you always know where you stand.
Best for: any business that wants accurate, current books without a full-time hire.
Behind by a few months, or a few years? Inherited a mess from a previous bookkeeper? We rebuild your records correctly and bring you current.
Best for: owners facing a tax deadline, a fundraise, a loan application or a sale.
Numbers you can act on. Each month you get core financial statements plus the metrics that matter for your model, and a walkthrough of what changed.
Best for: founders reporting to investors, lenders or partners, and owners planning their next hire.
Plan with numbers you can trust. We build a forecast from your actual books, turn it into a budget, and each month show you where results are running ahead of or behind the plan, and why.
Best for: founders preparing a raise or a loan application, and owners deciding on a hire, an inventory buy or a new sales channel.
Keep people and vendors paid correctly. We record payroll accurately and organize your bills, approvals and payment schedule.
Best for: teams with employees, contractors and a steady flow of vendor bills.
Hand your CPA a clean, complete file. We prepare a year-end package, prepare and e-file your 1099s through QuickBooks, and track sales tax so tax season is a formality.
Best for: every client at year-end, and anyone who dreads tax season.
Marketplace payouts are not revenue. We break them into sales, fees, refunds and reserves, and keep inventory and COGS accurate so your margins are real.
Best for: e-commerce and CPG brands selling across DTC, marketplaces and retail.
Ways to work with us
Most work is billed by the hour, and catch-up and cleanup can also be quoted at a fixed price. Your rate, an estimate and any add-ons are agreed in writing before work starts. See our Refund Policy.
Monthly bookkeeping and financial reporting with a dedicated bookkeeper and a monthly review call.
A scoped project to bring your books current and accurate, with a clear timeline.
Layer on payroll and bill pay support, inventory accounting or year-end tax packages as you need them.
Tell us where your books are today. We'll recommend the right starting point, with no obligation.
