Stage 1 · Setup
Chart of accounts and categories that fit your business.
Our services, in detail
Four services, taken separately or together, quoted in writing before any work begins.
Program 01 · Current, every month
Bookkeeping
We record and categorize your transactions on a regular schedule, reconcile bank and card accounts so the books match reality, and close each month properly. You get a short monthly summary rather than a file you have to interpret yourself.
Stage 2 · Catch-up
Any backlog brought current first.
Stage 3 · Monthly rhythm
Recording and reconciliation on a set schedule.
Stage 4 · Reporting
A monthly summary you can use.
Stage 1 · Terms
Payment terms and templates set straight.
Stage 2 · Issuing
Invoices out on a schedule.
Stage 3 · Tracking
What's open, what's late, at a glance.
Stage 4 · Follow-up
A sequence that's firm and professional.
Program 02 · Money in, not just earned
Invoicing & receivables
Plenty of profitable businesses are short of cash because invoices go out late and nobody chases them. We issue invoices on schedule, track what's been paid, and run a steady follow-up sequence on overdue accounts so the chasing stops depending on your mood.
Program 03 · The administrative side
Payroll administration support
We handle the administration around payroll: collecting hours, preparing the data your payroll provider needs on time, and keeping the records organized. Tax filings and calculations stay with your payroll provider or accountant, where they belong.
Stage 1 · Current process
What happens now, and where it breaks.
Stage 2 · Collection
Hours and changes gathered reliably.
Stage 3 · Preparation
Data to your provider on schedule.
Stage 4 · Records
Documentation kept and filed.
Stage 1 · Audit
What exists, what's missing.
Stage 2 · System
Capture and filing that fits how you work.
Stage 3 · Backlog
Previous periods organized.
Stage 4 · Handoff
A package your accountant can work from.
Program 04 · Make their hour cheaper
Records & accountant handoff
Clean records cost less to process and produce fewer questions. We set up receipt capture that actually happens, organize documents so anything can be found a year later, and prepare the year-end package your accountant or tax preparer asks for.
Behind on the books?
A free consultation on where things stand, then a written quote. No obligation.