Closed monthly. By the 10th. Every time.
If your books are behind. Most new engagements start here.
Of every bank account, credit card, and loan.
You can hand to a bank, an investor, or your tax preparer without cleaning them up first.
We work with your payroll provider (Gusto, ADP, Rippling, or whoever you use) so payroll lands in the books correctly.
If you sell in multiple states, we track where you owe and file it.
When the scope calls for it.
When it's time to file, the books are already tax-ready. No delays. No last-minute cleanup.
Who knows your business and picks up when you call.
Cost, redundancy, and quality. An in-house bookkeeper is one person with one set of skills who takes time off, gets sick, and can quit. Our team has multiple bookkeepers, an accountant, and a CPA reviewing the work, at a fraction of what a full-time hire costs when you add benefits and management overhead.
Whatever you're already on, in most cases. We work in QuickBooks Online, Xero, and a few industry-specific platforms. If you're on desktop software or something we don't support, we'll talk through options during the discovery call.
Yes. Most new engagements start with cleanup. We diagnose what's wrong, quote the cleanup separately from the monthly fee, and get you current before the ongoing work starts.
We coordinate with your payroll provider so payroll lands correctly in the books. Full payroll processing (running the paychecks, filing payroll taxes, direct deposits) is handled by a provider like Gusto or Rippling. We'll help you pick one if you don't already have one.
Yes, if you want us to. Most clients bundle bookkeeping with tax preparation and tax planningso it all sits inside one team. You can also use us for bookkeeping only.
Usually within two weeks of signing. Cleanup engagements take longer depending on how far behind the books are.
