You're paying for bookkeeping and still can't tell if you made money.
That's a bookkeeping problem, not a business problem. Every account reconciled, bills and invoices current, payroll tied out, closed every month — so the numbers answer that question instead of raising three more.
Every account reconciled
So the cash figure you make decisions on is a number you can trust
Closed properly every month
So you see how the month went while you can still change the next one
Reviewed by an accountant
So the judgment calls are made by a person, and written down
Year-end your CPA can use
So tax season costs you less and takes fewer of your evenings
What happens to your books every month
No industry required. If you have a bank account, a chart of accounts, and a deadline you keep missing, this is the engagement.
- Every bank, card, and loan account matched to its statement, monthly
- Every transaction categorised, so your reports mean something
- Bills and invoices kept current, so you know who owes you and who you owe
- Payroll matched to what your payroll provider actually paid out
- The behind-the-scenes schedules kept up — insurance paid upfront, equipment you own, loans you're paying down
- Sales tax and contractor 1099s tracked all year, not reconstructed in January
- A monthly report pack: what you earned, what you own and owe, where the cash went
- A fix for whatever the last bookkeeper left behind, quoted separately
We work inside the software you already use
Accounting platforms · Payroll · Payments & marketplaces · E-commerce accounting · Close & review tools · Industry systems
Your books stay in your own accounts. We work in them, and they leave with you.
Four industries we know cold
Some businesses need more than a clean close, because their books carry a schedule a generalist has never built. These four are where we've done the most work — pick yours to see the specific errors we expect to find.
Construction & trades
General contractors, subs, and specialty trades on QBO
- WIP schedules
- Job costing
- Retainage
- AIA billing
- Certified payroll
Real estate & property management
Property managers and landlords on Buildium, AppFolio, or Yardi
- Three-way trust recon
- Per-property P&L
- Owner statements
- Deposits
- CAM
Law firms
Solo attorneys and firms holding client funds in IOLTA
- IOLTA three-way
- Client ledgers
- Trust transfers
- Bar audit trail
E-commerce
Multi-channel sellers on Amazon, Shopify, Walmart, and eBay
- Settlement posting
- COGS by SKU
- Gateway clearing
- Sales-tax nexus
Run something we haven't listed?
Most of what breaks in a set of books is universal — miscoded owner money, unreconciled deposits, a plug nobody cleared. Tell us what you run and what's going wrong, and we'll tell you straight whether we're the right fit.