Bookkeeping & Back Office
We run the money side of your business behind the scenes. Bills get paid, transactions get handled, expenses get tracked, and your books stay current, all under a CPA who knows what the numbers mean.
Why It Matters
A CPA runs it, with modern tools doing the heavy lifting.
Most owners we meet are buried in the day-to-day of the money work. Bills to pay, receipts to chase, transactions to sort, and a close that never quite happens. So the numbers you need to run the business end up stale or scattered across a few different places.
You hand all of that to us. We pay the bills, sort the transactions, track the expenses, and close the month, and because a CPA is watching, we catch the things that matter before they turn into problems. We see the same numbers your tax preparer will see in April, and we use that to keep you out of trouble year-round.
We use modern tools to move faster and catch more than a manual process ever could. That is not the headline. It is just how the work gets done well and stays off your plate.
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 and every unusual entry flagged. A CPA reviews the books each month, so problems surface early.
You get your financials with a short written summary of what changed and why, in plain language you can act on.
Questions do not have to wait until month-end. Call, email, or send a file any time, and you get a real answer back.
Behind on Your Books
Three months behind, a year behind, two years behind. We have seen all of it, and none of it fazes us. You will not get a lecture.
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 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 rate depends on transaction volume, number of accounts, and the complexity of your business. Multi-entity, multi-state, payroll integration, and 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
We quote every engagement as a flat monthly rate after a short scoping call, based on transaction volume, number of accounts, and complexity. You know exactly what you are paying before we start, and the clock is never running when you call with a question.
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.
The scoping call is 20 minutes with a CPA, and that is usually enough to figure out what you need.