Most business owners end up with a bookkeeper who doesn't talk to their tax preparer, a payroll app nobody checks, and reports they can't read. We do all of it, so nothing falls between the cracks and nobody points at anybody else when something goes wrong.
Bookkeeping is the foundation everything else sits on. If your categorisation is wrong, your P&L lies to you, your tax return is wrong, and every decision you make off those numbers is a guess wearing a suit.
We reconcile every bank and credit card account, categorise transactions properly rather than dumping half of them into "miscellaneous," and close your books by the 15th of the following month. You get a P&L, a balance sheet, and a short note in plain English telling you what changed and why.
If you're behind — and plenty of people are — we catch you up first as a one-time project, then take over monthly. Being nine months behind is not a moral failing. It's just a job that needs doing.
GET YOUR BOOKS REVIEWEDBest for: anyone whose books are behind, wrong, or handled by someone who never explains themFrom $299/month · Cleanup from $200 per month behind
Almost every tax saving worth having comes from a decision made during the year — how your business is structured, how you pay yourself, when you buy equipment, which state you register in. By the time you're filing, those doors are closed and all anyone can do is report what happened.
We prepare business returns for every entity type, handle sales tax across multiple states, and — more importantly — tell you in August what your bill is likely to be in April, so you can do something about it while there's still time.
Multi-state sales tax deserves a specific warning. If you sell online, or you have crews working across state lines, you may have registration obligations you don't know about. We'll check.
TALK TO US ABOUT TAXBest for: businesses surprised by their tax bill, or selling into more than one stateReturns from $450 · Planning from $350 · Sales tax from $75/month
Payroll is the one area where mistakes are immediately personal. Get a P&L wrong and you find out at year end. Get payroll wrong and someone can't pay their rent on Friday, and they remember it for a long time afterwards.
We run payroll, file the payroll taxes, keep you compliant with the filing calendar, and handle W-2s and 1099s at year end. If you use subcontractors as well as employees — normal in construction and home services — we keep the classification straight, which matters because getting it wrong is expensive.
Multi-state payroll is handled too, which matters if your crews cross state lines or you've hired remotely.
SORT OUT PAYROLLBest for: businesses with employees, subcontractors, or crews working across state linesFrom $75/month plus $10 per employee per run
A profit and loss statement you don't understand is a document, not information. Most owners have been handed reports for years without anyone sitting down and explaining what the numbers are telling them.
We produce the standard reports — P&L, balance sheet, cash flow statement — and then we tell you what they mean. Which service line actually made money. Where the margin went. Whether that busy month was profitable or just loud.
On Scale plans you also get a KPI dashboard and budget-versus-actual reporting, so you can see whether the year is going the way you planned while there's still time to change it.
SEE YOUR NUMBERS CLEARLYBest for: owners making decisions on gut feel because the reports never made senseIncluded from $299/month · Dashboards from $100/month
There's a stage where the decisions get expensive. Hiring two more people. Opening a second location. Taking on equipment finance. Dropping a service line that's busy but unprofitable. Those decisions are worth getting right, and a bookkeeper isn't the person to help you make them.
A full-time CFO costs well over $150,000 a year. A fractional one gives you the same thinking for a few hours a month — cash flow forecasting so you know what's coming, budgets you actually track against, and a monthly conversation with someone who knows your numbers as well as you know your operations.
This is the difference between an accountant who tells you what happened and one who helps you decide what to do next.
DISCUSS CFO SUPPORTBest for: businesses past $1M, or anyone facing a decision they can't afford to get wrongFrom $750/month · Growth $1,500 · Executive $2,500+
Most QuickBooks problems trace back to a bad setup. A chart of accounts copied from a template that doesn't match how the business works, bank feeds connected wrong, opening balances that never tied out. Everything after that inherits the mess.
We set it up correctly from the start, or clean up what's already there. If you're migrating from spreadsheets, Xero, Wave, or a system your last bookkeeper built, we move the data across and make sure it reconciles rather than just importing and hoping.
We'll also train your team, so whoever enters invoices day to day knows what they're doing. An hour of training often prevents months of cleanup.
FIX YOUR QUICKBOOKSBest for: anyone whose QuickBooks is a mess, or who's setting it up for the first timeSetup $350–$750 · Cleanup from $500 · Training $150/hour
These apply across everything above. They're not premium add-ons, because they're the exact things people tell us their last accountant got wrong.
Every email, every question. Miss it and that month is on us. No chasing, no silence for a fortnight.
A fixed date, every month. Not "when we get to it" and not three weeks into the next quarter.
You know the number before work starts. No hourly billing, no surprise invoices for asking a question.
If you don't understand your own numbers after we've explained them, we haven't finished the job.
No. Plenty of clients use us for bookkeeping only and keep their existing CPA for filing. Others start with a one-time cleanup and stop there. Take what's useful and leave the rest — we'll tell you honestly if you don't need something.
That's a common starting point. Often the split works well: we handle bookkeeping and monthly reporting, they handle filing. If it makes more sense to move everything across, we'll say so, and we'll say so if it doesn't.
We request access, review what's there, and produce a written list of anything that needs correcting before we take over. You'll know exactly what state your books are in before any monthly work starts — no inheriting problems quietly.
We work across nineteen industries, with particular depth in construction, home services, real estate and property management. Each has its own traps — job costing, retainage, owner statements, depreciation schedules — and we know them. If we're not the right fit for yours, we'll tell you on the call rather than after you've signed.
Two to four weeks for most situations, depending on how far back it goes and how usable the records are. Twelve months or more with missing statements takes longer. We'll give you a completion date before starting, not a vague estimate.
Thirty minutes. We look at your current books, tell you what's wrong and what it would take to fix, and quote a flat monthly price. There's no pitch and no obligation. A fair number of people leave that call with useful advice and never become clients, and that's fine.
That's what the call is for. Tell us what's frustrating you and we'll tell you honestly which of the above actually helps — and which you can skip.
BOOK YOUR FREE CALL