Bookkeeping & Transactional Accounting
Clean books, on time, every month. Reports you can actually use. A CPA at the helm, not a data-entry clerk.
Why It Matters
A CPA who solves problems with modern tools. Not your typical CPA firm.
Most small businesses don't have a books problem. They have a decision problem. You can't price a job confidently, plan a hire, or talk to a banker if your numbers are stale, miscategorized, or sitting in three different places.
The fix is not just cleaner data entry. It's having someone who can look at your books and tell you what they mean. That is what a CPA brings to bookkeeping. We see the same numbers your tax preparer will see in April, and we use that perspective to keep your business out of trouble year-round.
We also use modern tools to do this work faster and more accurately than a manual process ever could. That is not the point of what we do. It is just how we keep your fee reasonable while doing better work.
What's Included
How We Work
Bank and credit card accounts reconciled in the first week after month-end. If something doesn't tie, we find it before you have to.
Every transaction categorized, every unusual entry flagged. A CPA looks at your books, not just an algorithm.
You receive your financials with a short written summary of what changed and why. Plain language. No jargon.
Questions don't have to wait until next month. You can email, call, or send a file any time. We respond, not deflect.
Behind on Your Books?
Three months behind. A year behind. Two years behind. We have seen it. None of it is a deal-breaker, and none of it is judged.
We start with a quick assessment to figure out what we are walking into, then quote the cleanup as a one-time scope so you know what it will cost before we begin. Once the books are current, you move into a normal monthly engagement and stay there.
The goal is to get you to a point where you can answer questions about your business from your own financial statements. That's the bar.
Tools We Work With
Software should match how you actually work. We help you choose, set up, and run it.
Our most common platform. Full setup, cleanup, and ongoing management.
AP and bill-pay tools that integrate cleanly with your books.
CRM and payment platforms we connect to your books for clean, automatic revenue data.
Buildertrend for construction, Toast for restaurants, and others tailored to your business.
Pricing
Your actual rate depends on transaction volume, number of accounts, and the complexity of your business. Multi-entity, multi-state, payroll integration, industry-specific reporting (WIP schedules, IOLTA, property-level P&L) all affect scope.
We quote a flat monthly rate after a short scoping call. No hourly billing. No surprise invoices. You know what you are paying, and we know what we are delivering.
Get a Scoping CallCommon Questions
Engagements start at $500 per month. The actual price depends on transaction volume, number of accounts, and complexity. We quote a flat monthly rate after a short scoping call so you know exactly what you are paying.
Yes. QuickBooks Online is our most common platform and what we recommend for most small businesses. We handle full setup, cleanup, and ongoing management, and we connect it cleanly to the other tools you already use (CRM systems like Salesforce, payment platforms like Stripe and Square, AP tools like Bill.com, Ramp, and Melio).
We do catch-up and cleanup work regularly. Whether you are three months behind or two years behind, we can get your books current and keep them that way. We assess scope first so you know what cleanup will cost before we start.
A bookkeeper records what happened. A CPA can also tell you what it means and what to do about it. When something looks off in your books, a CPA recognizes whether it is a categorization issue, a tax exposure, an internal control gap, or a sign of something larger in the business.
Each month we reconcile your accounts, categorize transactions, flag anything unusual, and deliver your financial statements with a short written summary of what changed and why. You can ask questions any time, not just at month-end.
Yes. Sales tax filings are part of the monthly engagement where applicable. 1099-NEC preparation is included at year-end for vendors who qualify. If you have multi-state nexus questions, we will flag those early.
Talk to a CPA, not a sales rep. A 20-minute scoping call tells us what you need.