Bookkeeping
Books you can actually trust — every month, on time.
Outsourced bookkeeping with a dedicated lead, controller-level review, and reports that make decisions easier.
Why teams trust us
A dedicated Account Lead, controller sign-off on every close, encrypted file exchange, and reports delivered by the 10th of the month.
Who this is for
Built for teams that need this dialed in.
Founders in QuickBooks on weekends
Hand off categorization, reconciliation, and close — keep your read-only view.
Marketing agencies
Project margin visibility, time-tracking integration, and clean monthly reports.
E-commerce brands
Shopify, Stripe, Amazon, and PayPal reconciliations handled cleanly each month.
Behind on the books
A documented catch-up playbook to get current and stay current.
What’s included
Everything in scope, in plain language.
Monthly bookkeeping
- Categorization of all transactions
- Bank, credit card, and payment-processor reconciliation
- AP / AR tracking
- Payroll journal entries
- Sales-tax tracking
- Month-end close with controller-level sign-off
- Adjusting journal entries with documented support
Reports delivered monthly
- P&L (current month + YTD)
- Balance Sheet and Cash Flow
- AR / AP Aging
- Custom KPI dashboard
Communication
- Dedicated Account Lead
- Shared Slack or email channel
- Monthly review call
Tools we work in
We meet your stack where it is.
Our process
How it actually runs.
- 1
Discovery · Day 0
A 30-minute call to understand the business, current setup, and pain points.
- 2
Audit · Days 1–3
Read-only access. A scoped proposal back within 48 hours.
- 3
Clean-up (if needed) · Weeks 1–4
Catch-up and categorization fixes following a documented playbook.
- 4
Onboarding · Weeks 1–4
Chart of accounts review, integrations connected, communication channels set.
- 5
First close · Week 5–6
Your first monthly close and full report package, with a review call.
- 6
Ongoing · Monthly
Close by the 10th of the month. Monthly review call, async questions as they come up.
Why us
The objections we hear most — and how we answer them.
“I already have QuickBooks.”
Good — we work inside it. No migration, no new tools to learn.
“I’m worried about handing over my books.”
Read-only access by default, NDA standard, controller-reviewed close before anything is finalized.
“My books are a disaster.”
Documented clean-up playbook with a fixed scope after the initial audit.
FAQ
Bookkeeping — questions we get
Get in touch
Contact us to discuss your bookkeeping needs.
Tell us where your books are today and we’ll send back a scoped proposal within two business days.
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