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We provide bookkeeping and back-office accounting support for small businesses. We handle monthly bookkeeping, reconciliations, clean-up/catch-up work, and reporting—so owners can focus on running the business while we keep the books accurate and organized.
We’re best for small businesses that want reliable bookkeeping without hiring a full in-house accounting team—especially owners who want clear monthly reporting and predictable pricing.
Our core services include transaction categorization, bank/credit card reconciliations, monthly close, basic financial statements, clean-up/catch-up bookkeeping, and QuickBooks Online setup/migration support.
We do not act as the payroll processor. Payroll runs through your payroll platform. We support the accounting side by reviewing payroll summaries, recording payroll journal entries in QuickBooks, and reconciling payroll expenses/liabilities so your books stay accurate.
We primarily work in QuickBooks Online. Most clients keep their own subscription and invite us as accountant users, or we help set up Quick Books Online if you’re starting fresh.
We start with a short intake to understand your business, current tools, accounts, and pain points. Then we connect your bank/credit cards (if needed), confirm your chart of accounts, set a monthly close schedule, and begin delivering consistent monthly reporting.
Pricing is typically a flat monthly package based on complexity (transaction volume, number of accounts, payroll coordination, reporting needs, and whether you need catch-up work). After intake, we’ll recommend the best-fit tier.
Yes. We offer catch-up (bringing books current) and clean-up (fixing errors/messy categorization). After that, we move you into a monthly plan to keep everything up to date.
You’ll receive a completed monthly close (reconciled accounts), core financial statements (P&L and balance sheet), and clear notes on anything that needs your attention (missing receipts, uncategorized items, unusual variances, etc.).
We use secure cloud tools, controlled permissions, and best practices like MFA, limited access by role, and encrypted file sharing. We also rely on structured workflows (not scattered spreadsheets) to reduce risk and keep records organized.