We keep your books in QuickBooks Online or Xero, reconcile every bank and card account each month, and deliver a clean profit and loss statement and balance sheet on a fixed schedule. If your books are behind, we catch them up first — whether that's three months or three years.
Every close comes with a short written summary in plain English: what changed, what looks unusual and what we recommend you look at. Your CPA gets organized, tax-ready books, which usually means a smaller bill and fewer surprises.
Who it's for
Businesses that want reliable monthly numbers without hiring an in-house bookkeeper, and owners whose books have fallen behind.
Consult
A free conversation about how bookkeeping works in your business today.
Proposal
A written scope and flat monthly fee, usually within three business days.
Handover
Documented, staged takeover — then a weekly brief to keep you informed.
Common questions.
Which accounting software do you use?
We work primarily in QuickBooks Online and Xero, and can migrate you from desktop software or spreadsheets.
Can you catch up books that are months behind?
Yes. Catch-up work is quoted separately based on the number of months and accounts, then we move you onto the regular monthly close.
Do you replace my CPA?
No. We handle bookkeeping and coordinate with your CPA, who prepares and signs your returns. Clean books make their work faster.
Related services
Payroll Administration
Accurate, on-time payroll with the filings, deposits and new-hire paperwork handled — for W-2 teams and 1099 contractors.
Financial Planning & Cash Flow
Budgets, 13-week cash forecasts and monthly reviews that show where the money is going before it has gone.
Business Formation & Compliance
Entity setup, licenses, permits and the annual filings that keep a California business in good standing.
Let's talk bookkeeping.
A free consultation about bookkeeping & accounting for your business — what to keep, what to hand over and what it would cost.
Book a free consultation