Bookkeeping that lives in the gap.
Most bookkeepers enter transactions. Most CPAs file returns. The gap between them is where expensive mistakes hide — and where we work. Every engagement is scoped to your size, volume, and complexity, with phased pricing and no surprise invoices.
No pressure. No commitment. Just a clear look at where things actually stand.
Book a Books Diagnostic — $250"Because it balances isn't enough."
Clean books should explain your business — not just match the bank.Four ways we work with you.
Most engagements start with a diagnostic, then move into one or more of these — sometimes phased, sometimes combined. You'll get a clear scope before any work begins.
- Transaction categorization & reconciliations
- Monthly financial reports
- Ongoing accuracy & exposure checks
- Direct CPA coordination at year-end
- Historical cleanup & reconstruction
- Clearing account & reconciliation rebuild
- Revenue, equity, and COGS corrections
- Chart of accounts redesign
- Sales tax data reconstruction
- Nexus & apportionment analysis
- Multi-platform reporting (Shopify, Stripe, Square, etc.)
- Filing-ready summaries with workpapers
- Cash flow & financial analysis
- Process & structure review
- KPI design & scaling guidance
- Pre-CPA prep & buyer diligence support
Not sure which fits your situation?
That's exactly what the diagnostic is for. A structured review of where things stand, what's at risk, and what to do next. $250, credited toward your engagement if we move forward within 30 days.
Book a Books Diagnostic — $250