Bookkeeping · Backoffice · Controller

Books that add up. A team you can actually talk to.

Bookkeeping for businesses that have outgrown their books. We clean up the mess, redesign your back office, and turn your numbers into something you can actually use to run the business.

Month-end · September
Reconciliation status
Bank accounts (4)Reconciled
Credit cards (3)Reconciled
POS transactions12,847
Inventory true-upComplete
AP / AR reviewSent
Free cash · trailing 30d
$28,400
↑ 12% vs Aug
Operating+$48k
Inventory−$22k
Banker says"Looks great."
A quick gut-check

Does any of this sound like you?

If you're nodding through more than one of these, you're not alone. You're exactly who we built this practice for. Read each one slowly.

01

Your balance sheet is unmanageable.

What you own, what you owe, who owes you. None of it quite makes sense. Even your banker has follow-up questions. Something feels off, and no one can tell you exactly where.

02

Your revenue data is too complex for basic bookkeeping.

Sales come in through multiple POS systems, payment processors, and platforms. Some are integrated, some batched, some mapped to the wrong accounts. Reconciling across all of it requires real accounting horsepower. Pulling transactions off a bank register isn't going to cut it.

03

You CC the accounting email for everything, and have no idea what's getting done.

Invoices, receipts, vendor questions, that 1099 from last March. It all goes into a black box. You're not sure if it's been recorded, paid, or quietly forgotten about.

04

Your P&L says you made money. Your bank account disagrees.

Some months you're profitable on paper but stretched in cash. Other months you look flush, but you know it's just a deposit, the seasonal high, or money already spoken for. The reports aren't wrong, just not telling the right story.

05

You crave space to talk out loud about your money.

Because that's how you actually think through decisions. You want a partner who'll get on a call, ask the right questions, and think it through with you. Someone who treats your business like more than a checklist.

How we work with you

We're your partner.
Part of your team.

Think of us as your accounting and finance department: trained to think and manage money flow, embedded in how your business runs, ready to move in whatever direction you lead.

We think with you, work with you, and process things out loud with you. When you need a banker, a tax advisor, a software partner, we work hard to find the right introduction. Your business doesn't stop at the edge of bookkeeping. Neither do we.

What we do, really well

Three things we work on from day one, and never stop refining.

These aren't one-time projects. We start here when we begin working together, and we keep evaluating, adjusting, and evolving each one as your business grows. The work is never really finished. That's the point.

/ 01

Financial Cleanup

We forensically untangle messy books. Bad reconciliations, miscategorized transactions, broken integrations, suspect balance sheets. Then we rebuild them on a foundation that holds. Every number traces back to something real.

Multi-year reconstruction Balance sheet repair Inventory true-up Audit-ready closes
/ 02

Backoffice Transformation

We audit the operational engine of your business. How money flows in and out. How you pay your bills. How you invoice your customers. How you run payroll. How you capture data. Then we redesign it so it runs cleanly without your day-to-day attention.

AP & bill pay workflows AR & invoicing Payroll process design Data capture & mapping
/ 03

Intentional Reporting

We design your reports, and the chart of accounts behind them, to fit the stage you're in right now while leaving room to evolve as you grow. The result: reports that surface the metrics you actually need to see, in a structure that won't fall apart at your next stage.

Chart of accounts design Stage-appropriate metrics Custom dashboards Built to evolve
Tools we work with

Technology and platforms are the current frontier of accountancy.

Our team navigates them every day. Nothing special, just the work.

QuickBooks Xero NetSuite Gusto ADP Paychex Rippling Justworks Toast Square Clover Vagaro MindBody Boulevard ServiceTitan Jobber Procore AppFolio CollaborateMD Stripe Shopify PayPal Amazon Seller Bill.com Ramp Brex Expensify Cashvue
The ongoing relationship

And then there's the monthly accounting.

This is where it all lives. The bookkeeping, the close, the reports, but also the conversations, the brainstorming, the back-and-forth on actual decisions. Cleanup, backoffice, and reporting aren't done once and shelved. They keep evolving alongside your business, every month.

It's the part we love most. And it's the part our clients tell us they value most too.

How it works in practice
Monthly AccountingThe ongoing relationship: bookkeeping, close, reporting, and real conversations with you and your team
CONTINUOUSLY
CleanupBooks stay defensible as transactions, systems, and complexity grow
BackofficeWorkflows get re-audited and re-tuned as your operations change
ReportingChart of accounts and reports evolve with your stage of business
Who you'll actually be working with

Accountants who think like business people.

Our team sits at the intersection of business and accounting. That intersection is where the meaningful work happens. We don't run task lists for the sake of running task lists. We ask why a task exists, who it serves, and whether it's still the right one to be doing.

That's because we genuinely love this work, and we genuinely love our clients. We're curious about your business: how it makes money, what's hard about it, what you're trying to build. The accounting follows from understanding that. Not the other way around.

15yrs
Average tenure of our senior team. Depth comes with time.
40+
Tools and platforms our team actively works with and learns from
300+
Businesses we've worked alongside through every stage of growth
100%
Of clients work with a named team. Relationships, not tickets.