We start by getting your financials in order.

Whether you’re a few months behind or haven’t reconciled anything in over a year, we’ll go through your records with care and precision.

Our cleanup process includes:

• Reconciling all bank, credit card, and loan accounts

• Categorizing income and expenses properly

• Organizing and correcting past transactions

• Ensuring your financials are complete and accurate

By the end of this phase, your books will be up to date, tax-ready, and structured for ongoing success.

Next, we ensure your QuickBooks Online account is properly customized for your business.

This may include:

• Setting up bank feeds and automations

• Creating a chart of accounts that makes sense

• Establishing financial processes that support growth

• Connecting apps and systems to streamline workflows

We believe in using technology mindfully—only what supports your needs, nothing extra.

With clean books and the right systems in place, we move into monthly bookkeeping—your new normal.

Each month, we:

• Reconcile all accounts

• Categorize all transactions

• Provide easy-to-read financial reports

• Monitor cash flow and flag anything unusual

• Give you clear, timely insights to support smart decision-making

This is where the real value starts to show. No more guesswork. No more scrambling at tax time. Just confidence in your numbers—and a financial partner who has your back.