Bookkeeping that keeps you current. Advisory that keeps you ahead.
Three ways we work with owner-led businesses — pick the one that matches where you are right now.
Monthly Bookkeeping & Reporting
Your day-to-day books, kept clean and closed every month with a plain-English summary so you actually understand what's happening.
- Categorization & monthly reconciliation
- P&L, balance sheet, and cash flow
- Plain-English monthly summary
- Tidy chart of accounts your CPA will thank you for
Clean-Up & Catch-Up
Months or years behind? We rebuild the books from where they went sideways and hand them over current, reconciled, and tax-ready.
- Historical reconciliation
- Chart of accounts cleanup
- Catch-up to current period
- Tax-ready handoff for your CPA
Advisory & CFO Guidance
A monthly working session focused on the decisions in front of you — pricing, hiring, cash, and the jobs you should be saying yes (or no) to.
- 30–90 day cash flow forecasting
- Job profitability tracking
- Overhead vs. COGS clarity
- Monthly working session with the founder
Built for the way you work.
Contractors & Trades
GCs, subs, and specialty trades who need real job-level numbers.
Property Management
Owner-operators and small management companies juggling multiple doors.
Owner-Led Service Businesses
Founder-run shops who want a real partner, not a software subscription.
$500K–$5M Revenue
Growing businesses that have outgrown DIY books.
Let's see if we're a good fit.
A 20-minute call is usually enough to scope your needs and put together a clear proposal.
