Bookkeeping & Financial Management Services
1. Monthly Full-Service Bookkeeping
We take the daily grind of data entry off your plate so you can focus on your CEO-level tasks.
Bank & Credit Card Reconciliation: We ensure every cent is accounted for across all your business accounts.
Categorization: Accurate tagging of income and expenses according to US GAAP standards for clean financial records.
Accounts Payable/Receivable: Manage your cash flow by tracking what you owe and what is owed to you.
Monthly Financial Statements: Receive a professional Profit & Loss statement, Balance Sheet, and Cash Flow statement every month.
2. Catch-Up & Clean-Up Bookkeeping
Behind on your books? Don’t panic—we specialize in bringing messy accounts up to date.
Historical Data Entry: We’ll go back months (or years) to reconstruct your financial history.
QuickBooks/Xero Diagnostic: We identify and fix errors in your existing ledger to ensure your starting point is accurate.
Tax Season Preparation: Get your books current and compliant so you can hand them off to your CPA without the “emergency” fees.
3. Specialized Industry Solutions
We understand that a SaaS company has different needs than a Real Estate investor.
Ecommerce: Integration with Shopify, Amazon, and Stripe for seamless sales tracking and inventory management.
Startups & SaaS: Focus on burn rate, runway analysis, and recurring revenue tracking.
Real Estate: Property-specific expense tracking and 1099 management for contractors.
Agencies & Consultants: Project-based accounting to help you see which clients are truly profitable.
Accurate. Investor-Ready. Compliant.
Your dedicated US bookkeeping team, specialized in QuickBooks and Xero, operating on US GAAP standards. Get the accuracy of a local firm at 87% lower overhead.