01
Monthly financial package
Profit & loss, balance sheet, and cash flow statement with a one-page written commentary explaining what actually changed and why.
Books closed by the 10th, every month.
Bookkeeping
Accrual-ready monthly closes, reconciled accounts, and clean financials you can hand to a lender, an investor, or your CPA without apologizing for them.
What's included
- Monthly close by the 10th business day
- Bank, card & merchant reconciliation
- QuickBooks Online / Xero cleanup & migration
- AP/AR tracking and aging reports
Outcome
Month-end close completed on a predictable schedule so you always have current numbers.
02
Catch-up & cleanup
Behind by three months or three years? We rebuild the ledger, fix misclassified transactions, and reconcile every account back to the statements.
03
Systems setup
Chart of accounts rebuilt for your industry, plus receipt capture, payroll, and payment processor feeds wired into one place.