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SERVICES

Clean books that actually tell you how your business is doing

This is where most client relationships start. We take over your books, set up the right structure, and give you monthly financials that make sense. No more guessing, no more year-end surprises.

When you need this

Your books are months behind

You've been too busy running the business to close your books. We'll catch you up and keep you current going forward.

You're outgrowing your current setup

The bookkeeper who got you to $5M can't get you to $15M. You need job costing, multi-entity support, and financials that scale with you.

You need financials a buyer can trust

You're thinking about selling in the next few years and need clean, accrual-basis books that hold up under due diligence.

How it works

1

Assess

We review your current books, chart of accounts, and processes to understand where things stand.

2

Clean Up

We fix what's broken: reconciliations, misclassifications, and structural issues in your chart of accounts.

3

Build the System

We set up job-level tracking, proper accrual policies, and a monthly close process that runs on schedule.

4

Deliver Monthly

You get clean financials every month with a walkthrough of what the numbers mean for your business.

Who this is for

This is for trades business owners who know their books aren't where they need to be. Maybe you're running on cash-basis and need to convert. Maybe your spouse has been doing the books and it's time to hand it off. Maybe you just want to open QuickBooks and see numbers you trust. Whatever the starting point, we'll get you there.

Ready to get started?

Let's talk about what accounting & bookkeeping looks like for your business.