Services · scoped up front
Expert bookkeeping,
done right.
Cleanup, setup, payroll migration, coaching, and fractional controller services. No monthly bookkeeping retainers. Just clean, accurate books, scoped and priced before any work starts.
How we help
Whether you’re catching up, starting fresh, or scaling.
Bookkeeping Cleanup
Most popularWhether it’s 6 months or 6 years behind, we untangle co-mingled accounts and deliver tax-ready financials.
- Full bank & credit card reconciliation
- Transaction re-categorization
- Tax-ready financial statements
- 30-day post-delivery support
Catch-Up Bookkeeping
Behind, but not broken? We record months or years of unentered transactions and bring you current, reconciled, and tax-ready.
- Month-by-month systematic catch-up
- Priced up front, agreed first
- Tax-ready financials + CPA coordination
- 30-day post-delivery support
New Business Setup
Platform selection, chart of accounts, bank connections, and reporting, configured properly from day one.
- Platform selection & configuration
- Custom chart of accounts
- Bank & payment connections
- Owner training session
Payroll Migration & Setup
Switching providers or hiring your first employee? Payroll configured, migrated, and tied cleanly to your books.
- Provider selection & configuration
- Year-to-date history migration
- Employee & contractor onboarding
- Payroll mapped to your books
Coaching
Personalized QuickBooks and Xero training. Learn at your own pace with an expert who speaks plain English.
- One-on-one screen-sharing sessions
- Customized to your business
- QuickBooks & Xero expertise
- Practical, hands-on learning
Fractional Controller
Strategic financial oversight, payroll, and reporting without the full-time salary.
- Financial oversight & reporting
- Payroll & AP/AR management
- Policy & process development
- Strategic financial guidance
Not sure which service
you need?
A free 30-minute discovery call. No pressure, just an honest conversation about where your books stand.
Still weighing options? Compare project cleanup vs. monthly bookkeeping, or see how we tailor cleanup to your industry.