Who this is for

Small businesses that need clean monthly books and financial statements they can act on. Especially useful for businesses that have outgrown a spreadsheet or part-time bookkeeper but are not ready for a full-time hire.

What's included

  • Monthly transaction categorization and reconciliation
  • Financial statement preparation (P&L, balance sheet)
  • Chart of accounts setup or cleanup
  • Integration with your existing cloud accounting tool (QuickBooks, Xero, or similar)
  • Brief monthly summary so you know where things stand

What's not included

  • Payroll processing
  • Accounts payable/receivable management
  • Tax filings (available as a separate engagement or bundled)

Pricing

Monthly flat rate, scoped based on transaction volume and complexity.

Schedule the discovery call.

Free. 15 minutes. No obligation.

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No commitment required. No preparation needed.

Not sure if it's a fit? That's what the call is for.

Free. 15 minutes. No obligation.

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