We handle transaction categorization, reconciliations, month-end closes, financial statements, payroll support, and ongoing communication so your books stay accurate and audit-ready.

We use proven workflows, double-review processes, and trusted accounting software. Every account is reconciled monthly so you always know your numbers are correct.

Yes! Our systems are fully remote-friendly. We work with clients across multiple states.

Absolutely. Catch-up and clean-up work is one of our specialties. Whether you're a little behind or years behind, we can get everything organized and up to date.

We offer flat-rate monthly packages based on transaction volume, business complexity, and additional needs like payroll or CFO support. Pricing may vary depending on your specific needs.

We primarily work in QuickBooks Online, but can support additional platforms depending on your workflow.

Yes. We manage payroll processing, tax filings, compliance, and employee/contractor payments so your team is paid accurately and on time.

A Fractional CFO provides high-level financial strategy without the full-time cost. If you want help with forecasting, budgeting, pricing, or growth planning, it’s a great fit.

We start with a short discovery call to understand your business, look at your current books, and recommend the right package. Then we handle onboarding from start to finish.

Yes! You retain full ownership and 24/7 access. We simply manage and maintain everything for you.

Definitely. We work directly with your CPA at tax time so your filings are smooth, clean, and stress-free.

We provide monthly updates, plus open communication for questions anytime. You’ll never feel left in the dark.

Bookkeepers keep your books clean. CPAs use those clean books to file your taxes.