Services

The books, plus everything that comes with them.

One monthly engagement covers accurate books and the CFO, CPA-coordination, and IRS-response work most bookkeepers won't touch.

Core Bookkeeping Functions

The foundation

  • Accurate monthly books, reconciled and organized
  • Clean records ready for tax season and lender review
  • Monthly P&L and balance sheet you can actually read
  • A single, trusted source of truth for your numbers

Everyday bookkeeping tasks (including day-to-day AP, AR, and general ledger upkeep) are handled quietly in the background as part of the engagement.

The +++

Advanced Support & Representation

Where most bookkeepers stop, we start.

IRS & state notice response

The scary-letter desk. Forward it, we open it, we respond with you, not at you.

CPA coordination

We speak your CPA's language and handle the back-and-forth directly, so real questions get real answers.

Payroll & HR compliance sanity checks

Filings, classifications, and paperwork reviewed before they become notices.

CFO-level financial read

What your numbers actually say about cash, margin, and where the risk is quietly building.

Owner-focused reporting

Plain-language monthly readouts, not a stack of statements you have to interpret alone.

Simple pricing

Starting at $395/month. Everything above.

No hourly billing games. No surprise invoices when a scary letter shows up.

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