Bookkeeping & Monthly Close

✅ Month-to-month support

✅ Cleanup/catch-up available

✅ Tax-ready year-end package

Who this is for

Small businesses

Owners who want consistent monthly reporting and a clean process.

Behind on books

Cleanup/catch-up to get you current and stress-free.

Tax-ready workflow

Books built correctly for payroll and tax filing from day one.

How it works

  1. Quick consult — We learn your goals and current setup

  2. Setup or cleanup — Connect accounts, clean historicals, define workflow

  3. Monthly close — Reconcile, review, deliver reports, answer questions

Tools we work with

  1. QuickBooks / Gusto / ADP / Microsoft SL / Salesforce / Others

    (We’ll confirm your exact tools during the consult and make setup easy.)

Bookkeeping Specialists

Your books will be in good hands , covering comprehensive bookkeeping, monthly financial reporting, and year-end preparation.

Chart of Accounts Setup

Chart of Account Setup and Maintenance to Fit Your Your Business

Job Costing

Accurate job costing and project accounting help control costs, boost profits, and ensure budget success.

Stay Ready for Tax Season

Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.

Month-end Meetings

At the close of each month, we will conduct a thorough review of your financial records with you.

Accounts Receivable + Payables + Billing

We manage your AR, AP, and Billing with accuracy and professionalism to optimize cash flow and maintain precise records.

Bank Reconciliations

Accurate and timely bank reconciliations for clear, confident, and well-managed finances.

No Contracts

You can cancel any time

Audits

We specialize in assisting businesses with insurance and union audits. Our experienced team ensures your records are accurate and compliant, minimizing the risk of costly errors or penalties

FAQ

Do you offer catch-up bookkeeping?

Yes. We can bring you current, clean up historicals, and transition you into a simple monthly workflow.

What do you need from me each month?

Typically access to your accounts and a short monthly checklist (missing receipts, clarifications, and anything unusual).

Will my books be ready for taxes?

Yes—our process is designed to produce tax-ready financials and an organized year-end package.

Can you work with my current accountant/tax preparer?

Yes. We can coordinate to make sure year-end and filings go smoothly.

Ready for clean books every month?

Book a quick consult and we’ll recommend the fastest path—ongoing monthly bookkeeping, cleanup/catch-up, or a simple reset.

No Contracts

You can cancel any time

Work With Us