We organize and maintain your financial records—categorizing transactions, reconciling bank/credit cards, producing monthly financial statements (P&L, Balance Sheet, Cash Flow), managing A/R and A/P, and preparing books for your CPA.

No. We keep clean, accurate books year-round and collaborate with your CPA for tax strategy and filing.

QuickBooks Online is our primary platform. We also connect common apps (bill pay, payroll, expense, ecommerce) upon request.

Service businesses, contractors, ecommerce, professional practices, nonprofits, and more. Ask if you don’t see your niche—we’ll confirm fit fast.

We can maintain either. Many small businesses start cash; accrual is recommended if you invoice clients or carry inventory.

Bank/credit card reconciliation, transaction categorization, month-end review, standard financial reports, and light Q&A support. Add-ons: A/R, A/P, payroll, inventory, sales tax, class/location tracking.

Flat monthly packages based on transaction volume, accounts, and complexity. Cleanup/catch-up is usually a separate fixed project.

Yes. We’ll assess issues (duplicates, mis-categorized items, unreconciled accounts) and give a fixed-fee scope before starting.

After onboarding (engagement letter + secure access). Cleanup = typically first; monthly service starts right after.

No. We connect read-only feeds or permissioned access you approve. We never move your money without explicit authorization and proper controls.

Through secure, encrypted portals (e.g., QuickBooks Online + a client portal). We avoid email for sensitive files.