Services

The work, in full daylight.

Two practices, one ledger of attention. Monthly retainers; fixed scope; no surprise hourly bills.

Monthly retainers · 3-month minimum · QuickBooks Online by default

“Books with a point of view.”

What we do

Two practices.
One integrated point of view.

Some firms keep books. Others give advice. We do both, on purpose — because the advice is only as good as the ledger it’s standing on.

Practice 01

Bookkeeping

A clean general ledger, every month, on a schedule you can plan around.

Monthly bank, credit card, and merchant reconciliation
Accounts receivable & payable management
Financial statements (P&L, Balance Sheet, Cash Flow)
Year-end tax-prep package handed to your CPA
QuickBooks Online setup, cleanup, and chart-of-accounts design

Engagement: monthly retainer Learn more

Practice 02

Financial Consulting

A second pair of eyes on the decisions that actually move the business.

Cash flow forecasting (13-week and annual)
Operating budgets you’ll actually use
Pricing & margin analysis
Owner compensation guidance
Quarterly review calls with a written readout

Engagement: monthly retainer Learn more

How we work together

A path that respects your time — and your nerves.

Conversation

30 minutes

A no-pressure call to understand where you are, what’s frustrating, and what good would actually look like.

Assessment

Within one week

A short written diagnostic of your current books, surface-level red flags, and a fixed-scope quote — no surprises.

Partnership

Ongoing cadence

Onboarding in two weeks. Monthly close on schedule. Quarterly strategy. Same human at every step.

FAQ

A few honest answers.

Do you do taxes?: No — and that’s on purpose. We make sure your CPA gets a clean year-end package, so they can do their best work.
What software do you use?: QuickBooks Online by default. We can work with what you have, or migrate you cleanly if it’s time.
Is there a minimum engagement?: Three months. Long enough to fix what’s broken; short enough to walk away if we’re not the right fit.
How fast can you onboard us?: Two weeks from contract to first close, in most cases. Cleanup work is scoped separately and quoted up front.

When you’re ready

Let’s give your books
a place to bloom.

A 30-minute conversation, no slide deck, no pressure. We’ll tell you honestly whether we’re the right fit — and if not, who is.

Discovery call

30 minutes · no fee

What you’re running today
Where the books are hurting
Honest fit assessment

Book yours