Bulletproof Books That Drive Confidence
You can't manage what you can't measure. We keep your books current, accurate, and compliance-ready so you always know where you stand financially.
→ Best For
- Contractors who need consistent, reliable bookkeeping
- Growing businesses that have outgrown DIY accounting
- Teams tired of playing catch-up at month-end
- Companies preparing for audits or financing
- Owners who want to focus on the business, not the books
! Common Challenges
- Months of unreconciled bank transactions
- Invoices and bills piling up without being entered
- No clear picture of cash flow or receivables aging
- Tax time panic because records are incomplete
- Time wasted on bookkeeping instead of business growth
Expected Outcomes
What you can measure after engagement
Bank and credit card accounts reconciled every week to catch discrepancies early
Month-end financials closed within 5-7 business days, ready for review
Organized AP/AR, compliant documentation, audit-ready books at all times
How It Works
Onboarding & Setup
Review current state, set up secure access to QuickBooks and bank feeds, establish communication rhythms
Clear onboarding checklist, defined expectations, and weekly touchpoint schedule
Catch-Up & Cleanup
Reconcile backlog, categorize uncleared transactions, enter outstanding invoices and bills, document adjustments
Clean, current books with accurate balances ready for ongoing maintenance
Ongoing Maintenance
Weekly transaction categorization, bank reconciliations, invoice/bill entry, month-end close process
Reliable weekly updates, monthly financials on time, proactive alerts for issues
Reporting & Support
Generate monthly financial statements, maintain supporting documentation, respond to questions, coordinate with CPA
Financial confidence and peace of mind knowing the books are handled
What You Get
Actionable artifacts you can use immediately
Typical Engagement
What's Included
- Weekly transaction processing
- Bank & credit card reconciliation
- AP/AR management
- Monthly financial statements
- Unlimited email support
- Quarterly business reviews
- CPA coordination
What's Not Included
- Tax preparation or filing
- Payroll processing
- Financial planning or advisory
- Custom software development
- Historical data cleanup beyond 6 months
Came to us overwhelmed with unreconciled accounts and missing invoices. Owner was spending 15+ hours/month on bookkeeping and still couldn't trust the numbers. We cleaned up the backlog, established weekly rhythms, and now they get clean monthly financials within 5 days of month-end. Owner got their weekends back.
Frequently Asked Questions
How is pricing determined?
Based on transaction volume, complexity, and number of bank/credit accounts. Most contractors fall into the $1,200-$1,800/month range. We provide a custom quote after reviewing your needs.
Do we need to use QuickBooks?
QuickBooks is strongly preferred (Online or Desktop), but we can work with Xero or other platforms depending on your setup. We'll discuss options during onboarding.
What if we have months of backlog?
We quote catch-up work separately as a one-time fee. Most backlogs are resolved within 2-4 weeks, then we transition to ongoing monthly service.
How do we get invoices and receipts to you?
We use a secure document portal (Dext, Hubdoc, or similar). You simply forward receipts or upload via mobile app. We handle the rest.
Will you work with our CPA?
Absolutely. We coordinate with CPAs regularly for tax prep, year-end reviews, and audit support. Clean books make their job easier and save you money on accountant fees.
Can we pause service if needed?
Yes, with 30 days notice. We'll provide handoff documentation and ensure a smooth transition if you pause or cancel. Most clients stay with us for years because consistency matters in bookkeeping.