Because "it balances" isn't enough.
The books your CPA
wishes you had.
Bookkeeping, cleanup, and sales tax work for businesses that need more than data entry — and catch the expensive mistakes before they become expensive problems.
Credited toward your engagement if we move forward within 30 days.
Cleanup · Sales Tax · Monthly Bookkeeping · Financial Advisory
What we find when we look closely
The expensive mistakes hiding in plain sight.
A few examples of what shows up in real client books. Details changed for confidentiality. The patterns are not unusual.
$80K+
Sales tax collected. Never remitted.
A multi-platform e-commerce client collected sales tax across multiple years without filing. Quantified the trust-fund exposure, built apportionment methodology, and surfaced a point-of-sale system overcollecting on non-taxable services.
$1M
Equity misclassified as debt.
A DTC business had owner contributions sitting in Notes Payable. Books showed the company drowning in debt that didn't exist. Reclassified the equity, resolved a six-figure clearing imbalance, and identified prior-year revenue overstatement.
3 yrs
Reconstructed from raw bank statements.
A real estate flipper handed over three years of bank statements with no prior bookkeeping software. Reconstructed the books from scratch, surfaced two years of untracked rental income, and built the foundation for clean filing going forward.
These are the kinds of issues that quietly become bankruptcies, failed audits, or blown deals. We find them while they're still fixable.
Industries we work with
"Because it balances isn't enough." Ledger & Grain Co.