This is exactly what hiring us looks like.
No mystery onboarding, and no 90-day stretch where you can't see the work. A clear, repeatable system that has your books closed by the 10th every month, and your time back. Read this, and you'll know whether we're right for you before we ever talk.
Month-to-month · Onboarded in ~30 days · Income tax filing included via our partner
Your monthly close
On schedule
100%
Reconciled
10 days
Close lag
0/wk
Your hours
From handoff to hands-off in about 30 days.
No mystery onboarding, and no 90-day stretch where you can't see the work. Here is exactly what happens, in order, and what it feels like once it's running.
We learn your stack, your team, and the workarounds you've been carrying. You hand off logins once, and we map everything else.
Backfill, reconcile, recode whatever's behind. You start from clean books, not from the mess you inherited. (Priced separately only when it's a real lift.)
The books, AP, AR, and payroll become ours. From here, you stop touching QuickBooks and start reading it.
One short email. Cash position, what moved, what needs you. Reads in 90 seconds. No dashboard archaeology.
P&L, balance sheet, KPI dashboard, and written commentary, closed in time to actually decide on, not just to file.
Same point of contact, same time zone, every month. We operate like your in-house finance team, without the headcount.
Every week and every month runs like clockwork.
The rhythm never changes. You always know where you stand, without opening QuickBooks once.
Every Monday
The 90-second weekly summary
- Cash position, called out plainly
- What moved last week
- Anything that needs a decision from you
- Bills due, invoices outstanding
Your monthly close · sample
October 2026
Net revenue
$147,322
Gross margin
68.2%
Cash on hand
$284K
AR aging
12 days
Illustrative, not real client data.
The difference you feel in the first 90 days.
Close lag
Owner hours in the books
The April cleanup bill
Illustrative of the shift most operators see. Your exact starting point and scope are sized on the call.
The whole department, for less than one hire.
Real-time visibility
Weekly summary, monthly report, KPI dashboard. You always know your numbers. No black box, no waiting until April.
One dedicated contact
A named point of contact with authority to decide. No ticket queues, no escalation maze, same person every month.
Books + tax, one roof
Federal and state income tax filing handled through our tax partner. No separate CPA shuffle, no year-end scramble.
An AI-powered firm
Modern tooling makes the close faster and more accurate. Every transaction is still reviewed by a real bookkeeper before it posts.
Two ways to work with us, both sized to how you run.
We'll recommend the right fit, and the exact scope, on your discovery call.
Foundation
Clean books + tax filing, done right.
- Monthly bookkeeping + close by the 10th
- Bank and card reconciliation
- P&L and balance sheet
- AR tracking + weekly summary email
- Federal & state income tax filing (via partner)
- KPI dashboard with monthly commentary
Full Function
A real finance team, bundled.
- Everything in Foundation, plus:
- Daily bookkeeping + full AP (intake, approvals, payments)
- Full AR with collections and dunning
- Payroll administration
- Monthly CFO review + 13-week cash forecast
- Budget vs. actual, scenario modeling, annual budget build
Month-to-month. You stay because it works.
No 12-month lock-in, no cancellation fee. Thirty days' notice, get your books back, walk away clean. We earn the next month every month.
What people actually ask before they sign.
Ready to see it run on your books?
Book a 30-minute discovery call. We'll map the exact engagement for your operation, and tell you straight if we're not the right fit.
Book a 30-min consultationNo contract. No high-pressure follow-up. If we're not a fit we'll say so.
