Service

Bookkeeping

Cloud books reconciled in real time, monthly close in 5 days.

Overview

How it works

We treat your ledger as a source of truth – not an afterthought. Daily transaction coding, bank and credit-card reconciliation, and a structured monthly close keep your books always investor-ready.

What you get

QuickBooks, Xero & NetSuite

Bank & card sync

5-day monthly close

Clean chart of accounts

Our Process

From signed to running in under a week.

Assess

We audit your current books and chart of accounts.

Clean Up

Historical fixes and reclassifications, if needed.

Run

Weekly transaction coding and reconciliation.

Close

Monthly close delivered within 5 business days.

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Tax Preparation & Planning

Year-round tax strategy - not just filing season firefighting.

Financial Reporting

Investor-grade reports and KPI dashboards on your cadence.

Audit & Compliance

Pre-audit prep, PBC management, and direct auditor liaison.