Numbers That Talk Back
Look, bookkeeping isn’t just about lining up decimals—it’s about translating the daily chaos of business into clean, confidence-boosting facts.
We strip out the jargon, plug the leaks, and hand you figures that actually mean something, so you can make moves instead of guesses.
Services
We keep the books for small and midsize businesses, as well as individuals or families so you can do literally anything else. You get accurate, reconciled, CPA-ready books from someone with more than thirty years in finance.
Start Here: Where Your Books Stand.
Every engagement begins with a paid, look-only review of your current books. If we decide to move forward, half of this fee is applied to your first months balance. We go through your file without changing anything, write up what we find in plain language, and give you a quote based on what your books actually need..
Monthly Bookkeeping
Foundation
For a steady small business with a handful of accounts. Includes monthly categorization, bank and credit card reconciliations, and monthly financial statements.
Growth
For a growing business that wants to understand its numbers, not just have them. Includes everything in Foundation, plus year-end close with CPA handoff.
Advanced
For multiple entities, higher volume, or a company with in-house accounting staff. Includes everything in Growth, plus review of your in-house staff's work.
Each plan includes a set number of hours per month. If your needs change, your plan moves up or down with you. All plans are month to month, with 30 days' notice of cancellation.
Add-Ons
Bill pay and vendor management: We schedule and track your bills. You approve and release every payment.
Payroll recording: payroll from your provider, recorded accurately in your books.
Year-end close and CPA handoff: a clean close and an organized package for your tax professional.
Custom reporting: reports built around the questions you need answered.
Not That Kind of Accountant
We don’t prepare taxes, so you keep the tax professional you already trust. Our job is handing them clean,
CPA-ready books.
Personal Bookkeeping
Not a business? We also help individuals and families keep their personal finances in order, so you always know where your money stands.
Start Here: A Free Conversation
We talk through what you need, whether that is steady monthly help or a one-time catch-up, and we give you a quote based on the work involved.
How we Can Help
Account reconciliation: your checking, savings, and credit card accounts balanced against your statements every month.
Bill tracking: a clear picture of what is due and when. If you want help paying bills, you approve and release every payment.
Tax-time organization: your records gathered and organized so your tax preparer has what they need.
Catch-up help: months behind? I will get your accounts caught up and reconciled so you can start fresh.
Monthly or One-Time
Some people want someone keeping an eye on things every month. Others just need to get caught up once. Either works, and you can change your mind as your needs change.
Ready to Hand Off the Calculator?
If you have further questions hit learn more and fill out the form, otherwise book a free consultation and we’ll wrangle the receipts while you get back to running the show.