Know where your money went last month — by the 15th of this one. We reconcile every account, categorize every transaction, and send you clean statements you can actually read.
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Every bank, credit card, loan, and merchant account matched to statements.
Transactions coded to a chart of accounts built for your business and your tax return.
Profit and loss, balance sheet, and a short note on anything unusual.
One short list of questions about transactions we can't identify — not a flood of emails.
Many clients come to us with months — or years — of uncategorized transactions. We rebuild your books from bank statements, quote the cleanup as a one-time flat fee, and then keep you current going forward.
By the number of accounts and the typical volume of transactions. We review two or three months of statements and quote a fixed monthly amount, reviewed once a year.
No. We never move money or hold signing authority on your accounts. We record and report; you stay in control of payments.
You do. The accounting file is in your name, and we're added as an accountant user. If you leave, the books stay with you.