Clean books. Clear numbers. Better decisions.
A modern, remote bookkeeping firm for small businesses, insurance agencies, eCommerce stores, and operators who'd rather make decisions than chase receipts.
The little dash makes the difference. We don't do "close enough" — bookkeeping should match reality, to the penny, every month.
Services built around how modern businesses actually run.
From a one-time cleanup to a full monthly close — every engagement is structured, transparent, and built to scale.
Cleanup Bookkeeping
Months behind? We reconcile, recategorize, and rebuild prior periods so you start clean — usually in 2 to 6 weeks. Fixed-fee, defined scope.
Get my books cleaned upMonthly Bookkeeping
A recurring close, every month. Transactions categorized, accounts reconciled, financials delivered by the 10th. Quiet, accurate, on time.
Start monthly bookkeepingReconciliation
Bank, credit card, merchant, and platform — including Shopify, Amazon, and Stripe — reconciled with discipline.
AP & AR Support
Bill pay, invoicing, and vendor management through Bill.com, Ramp, or your existing workflow.
Financial Reporting
Monthly P&L, balance sheet, and cash flow — formatted to actually be read, with notes on what changed.
Software Setup, Migration & Automation
QuickBooks Online setup, Xero migration, A2X integration, automated bill capture, and the unglamorous workflow work that quietly saves hours every month. The behind-the-scenes engineering most bookkeepers don't bother with.
See the full stackTax-Prep Handoff
Year-end books finalized and handed to your CPA in a format they can file from.
Months behind? We make it right.
If your QuickBooks is a graveyard of uncategorized transactions, mystery balances, and missed reconciliations — we untangle it. Methodically.
- L. 01Full prior-period reconciliation across bank, credit card, and merchant accounts.
- L. 02Recategorization to a clean, consistent chart of accounts.
- L. 03Identification of duplicates, missing entries, and posting gaps.
- L. 04Rebuilt opening balances and corrected retained earnings.
- L. 05A handoff package your CPA can actually file from.
Bookkeeping isn't about reports. It's about knowing where you stand the moment you need to know it.
A close you can count on, every month.
Categorized. Reconciled. Reviewed. Delivered. Most clients have their books closed by the 10th — without lifting a finger.
- L. 01Daily bank-feed monitoring with automated categorization rules.
- L. 02Monthly reconciliation across all bank, credit, and platform accounts.
- L. 03P&L, balance sheet, and cash flow delivered by the 10th.
- L. 04A direct line — Slack, email, text — for any question, any time.
Bookkeeping shaped to your business.
Every industry has its own systems, vocabulary, and quirks. We bring hands-on experience to each one we serve.
Insurance Agencies
Commission reconciliation, premium trust accounting, and AMS-aware workflows for agencies running Applied EPIC, AMS360, and Sagitta.
eCommerce & Retail
Shopify, Amazon, Etsy, and Stripe reconciliation with proper COGS, sales-tax tracking, marketplace-fee handling, and platform settlement matching via A2X.
Startups & SaaS
Investor-ready financials, MRR/ARR tracking, deferred revenue, and clean books your next funding round will appreciate.
Contractors & Service Businesses
Job costing, retainage, sub-contractor 1099 tracking, and project profitability — for trades, agencies, and professional services.
Five steps. One clean process.
Review
A diagnostic walkthrough of your books, software, and workflow.
Clean up
Catch up prior periods, reconcile every account, rebuild what's broken.
Organize
Clean chart of accounts, structured categorization, connected systems.
Report
Monthly financials delivered on time, in a format that's actually useful.
Support
A real person to answer questions, flag issues, keep books on track.
Books that hold up under any scrutiny.
A modern, remote firm pairing a decade of accounting experience with serious automation muscle. Lean, accurate, secure.
Decade-Deep Experience
8–10+ years across QuickBooks Online & Desktop, Xero, and high-volume CPA-firm production work.
Industry-Specific Fluency
Real hands-on work in Applied EPIC, AMS360, Sagitta, Shopify, Amazon, Stripe, Bill.com, Ramp, and Gusto.
Automation-First Workflow
Tools handle the repetition. People handle the judgment. Faster, cleaner, more affordable books.
Secure by Default
Documents handled with proper access controls, MFA, encryption in transit and at rest, audit trail throughout.
CPA-Ready Handoff
Year-end books your CPA can file from — organized, reconciled, complete. No back-and-forth.
Fixed, Transparent Pricing
No surprise hourly bills. Know exactly what you pay and what you get, before we start.
Let's get your books balanced.
Schedule a no-pressure 20-minute review. We'll look at where your books stand and tell you exactly what it would take to get them clean and keep them that way.