BOOKKEEPING
A monthly close that closes — on a date you can put on a calendar.
Reconciled bank and credit card accounts, accrual or cash basis, payroll tied out, deferred revenue handled correctly, and financial statements you can hand to a lender without flinching.
100%
US-based accountants
~5 days
Typical month-end close
1 team
Books, tax, and reporting in sync
What's included
- Bank, credit card, loan, and merchant-processor reconciliations every month
- Categorization of every transaction against your chart of accounts
- Accrual entries for prepaid expenses, accrued payroll, deferred revenue, and depreciation
- Payroll tie-out to Gusto, Rippling, ADP, or whatever you use
- Sales-tax tracking handed off to Avalara, TaxJar, or your filing partner
- Monthly P&L, balance sheet, and cash flow statement
- A short written close memo summarizing what changed and why
Tools we work in
QuickBooks Online, Xero, NetSuite (for larger clients), and Odoo. We bring our own subledger workpapers and reconciliation templates regardless of platform.
What we don't do
We don't run desktop QuickBooks, we don't share logins, and we don't use spreadsheets as the system of record. If your books currently live there, the cleanup is part of onboarding.
Ready to hand off the back office?
Tell us about your business in 15 minutes. We'll come back with a scope, a price, and a start date.
Book an intro call