Every transaction categorized, balance sheet accounts tied to official statements, and monthly financial statements locked on schedule.
Monthly bookkeeping & close
Catch-up & cleanup
Fractional CFO & controller
Complete transaction coding, bank and loan reconciliations, AP/AR management, and zero-uncategorized balance sheet lock by day 10.
Up to 24 months of back work resolved, rebuilt chart of accounts, fixed miscodings, and clean balances tied to filed returns.
13-week cash forecasts, job-level margin analysis, budget variance reporting, and decision packages for lenders or investors.
Four steps to clean books
30-minute books review
Fixed scope & quote
Onboarding & setup
Monthly close rhythm
Read-only access evaluation delivering a clear findings memo of reconciled feeds and required fixes within three business days.
Transparent monthly flat rate with named deliverables, locked close calendar dates, and zero hourly billing surprises.
Account feeds connected, chart of accounts restructured, and historical months brought current prior to your first live close.
Weekly transaction coding, balance sheet reconciliation, day-10 lock, and concise written reporting summary delivered every month.
Predictable monthly accounting plans
Essentials tier — $395/mo
Growth tier — $895/mo
Ideal for solo owners up to 125 monthly transactions. Core monthly bookkeeping, bank reconciliations, day-10 close, and P&L reporting.
Designed for growing companies up to 400 monthly transactions. Includes full bookkeeping, AP/AR, payroll entries, and monthly review calls.
Controller tier — $2,200/mo
For businesses doing $2M+ revenue. Full fractional CFO support, 13-week cash forecasting, job profitability, and weekly strategy syncs.
Specialized accounting support for trade contractors, e-commerce brands, professional service firms, agencies, and distribution businesses across all 50 states.