The senior review and monthly memo
A senior accountant reads your closed month and writes up what they found. Included, not an add-on.
Services
You are paying three vendors to do one job
Someone to enter the transactions. Someone to close the month. Someone senior to tell you what any of it means, billed separately and usually skipped.
All three sit inside one fixed monthly fee here, and the third one is the reason to hire us.
Free review of your most recent month, in writing, before you commit to anything.
What we do
Six things, one team, one fee
Advisory and financial operations
Forecasting, budgets, pricing and margin work, on a schedule. For owners who want a finance function rather than a filing cabinet.
Bookkeeping and monthly close
Reconciled, categorized, accrued, locked. Statements on a schedule you can plan around.
Financial reporting
P&L, balance sheet and cash flow monthly, plus what your industry runs on. Job costing for trades. Prime cost for food. Production and collections for practices.
Cleanup and catch-up
Most engagements start here. Prior periods rebuilt and closed so the monthly rhythm starts from something true. Quoted once, separately, so you can see fixing against maintaining.
Accounting system setup
A chart of accounts built around how you actually earn money. QuickBooks configured, feeds and payroll connected, recurring entries set so the close repeats.
How we price
A fixed monthly fee, quoted after a conversation
No pricing menu. A page that has never met your business cannot fit it into option A, B or C.
- A short call. How you earn money, what state the books are in.
- A look at the file. So the number is based on your books, not a guess.
- A fixed monthly number, in writing. Cleanup quoted once and separately.
Fixed, not hourly. Ask a question without doing arithmetic about what the question costs.
Not sure which of these you need?
Almost nobody is. Send us last month and we will tell you what your books actually need, in writing, before you spend anything.