Bookkeeping, done right

Clean books.
Clear picture.
Confident growth.

We handle your books end-to-end — reconciliations, chart of accounts, AR/AP tracking — and walk you through the numbers every month. So you always know exactly where you stand.

Book a free call See our services
EA
IRS Enrolled Agent-credentialed team — the qualification most bookkeepers simply don't hold
Fixed
Flat monthly rate, scoped before we start. No surprise invoices, no hourly billing, ever
QBO
Native in QuickBooks Online. Equally fluent in Xero, Wave, and QuickBooks Desktop
What we do

Five services. One team.

From keeping your books clean every month to filing your tax return and planning ahead — we handle the financial work so you can focus on the business.

Tax Services
01 / Strategy

Tax Planning

Most business owners find out their tax bill in March — when it's too late to do anything about it. Tax planning means knowing your number in July, and doing something about it before December 31st.

  • Quarterly estimated tax projections
  • S-Corp election & reasonable salary analysis
  • Retirement account strategy (SEP IRA, Solo 401k)
  • Year-round check-ins on major decisions
  • Entity structure review & optimization
Book a strategy call →
02 / Annual

Tax Preparation

Fixed-fee tax prep for individuals and businesses. Every return is reviewed before filing. Every fee is quoted upfront — after a free review of your prior-year return.

  • Individual returns — 1040, starting at $249
  • S-Corporation — 1120-S, starting at $525
  • Partnership & LLC — 1065, starting at $525
  • C-Corporation — 1120, starting at $525
  • Multi-state returns — quoted per state
  • IRS notice response & EA representation
Get a free return review →
Bookkeeping Services
03 / Recurring

Monthly Bookkeeping

Full-cycle bookkeeping handled every month — not just transaction entry. We maintain your chart of accounts, track what you're owed and what you owe, and sit down with you monthly to walk through what the numbers actually mean.

  • Bank and credit card reconciliation
  • Chart of accounts maintenance & optimization
  • AR/AP tracking and aging reports
  • Transaction categorization & coding
  • P&L, balance sheet & cash flow statement
  • Monthly financial review call — we explain the numbers
  • Close package with written commentary & flag list
04 / Project

Catch-Up Bookkeeping

Months — or years — behind? We rebuild your books from the ground up, fast. Get current before tax season, an audit, or the next investor conversation.

  • Historical cleanup, any timeframe
  • Chart of accounts redesign
  • Transaction recategorization
  • Reconciled, audit-ready output
05 / Annual

Tax-Ready Financials

Year-end books prepared for direct handoff to your CPA. Clean, organized, and reconciled — so you never overpay because of disorganized records.

  • Adjusted year-end statements
  • Schedule-ready summaries
  • Direct CPA collaboration
  • 1099 preparation support
Our point of view

Most business owners are running their company on gut feel and a bank balance. We think you deserve better. Real numbers. Real timelines. Real answers — every month, on time.

How it works

Four steps from chaos to clarity.

We've onboarded businesses with one transaction a month and businesses with thousands. The process is the same — and it's designed to feel effortless on your end.

STEP 01

Discovery

A 30-minute call to understand your business, your books, and what you actually need. No sales pitch.

STEP 02

Onboarding

We get read-only access to your accounts, audit your existing setup, and present a clear scope and fixed monthly fee.

STEP 03

Cleanup

We bring your books fully current — reconciled, categorized, and reviewed — before recurring monthly work begins.

STEP 04

Delivery

Same day every month, you get a complete close package — financials, commentary, and a flag list of anything that needs attention.

Who we serve

Specialized for the businesses we know deeply.

Generalist bookkeeping creates generalist mistakes. We focus on industries where we've seen the same problems hundreds of times — and know exactly how to solve them.

E-commerce & Shopify
→
Professional Services
→
Real Estate & Rentals
→
Restaurants & Hospitality
→
Medical & Dental Practices
→
Trades & Construction
→
Free offer — no commitment

Get a free
QuickBooks file review.

Share read-only access to your QBO file and we'll audit your chart of accounts, flag miscategorizations, identify reconciliation gaps, and give you a plain-English summary of what needs fixing — at no charge.

No sales pressure. Just an honest look at where your books stand.

Request your free review
Ready when you are

Stop guessing.
Start knowing.

Book a free 20-minute call. No pitch, no pressure — just an honest conversation about your books and whether we're the right fit.

Book a free call