Bookkeeping with a monthly financial review.
A second set of eyes on the numbers. Everything in The Basics and The Foundation, plus a review call twice a month where we walk through what the numbers say and what to do next.
- One person, start to finish. Same name every month.
- Reconciled and in your inbox on a day you can count on
- A price you saw on this site before you called
How the partner works.
From $1,800/ month
Clean books are the floor. This tier is for the owner who wants to actually use them: a monthly conversation about cash flow, what is coming, and where the money is going.
I spent years running finance for a company with more than forty entities. That is the same lens, pointed at one business, once a month.
This is where the numbers paint a picture and decisions are supported.
- Everything in The Basics and The Foundation
- Statements within 10 days, transactions reconciled weekly
- A financial review call twice a month
- Quarterly budget-to-actual review, KPI and trend analysis
- Working-capital oversight and planning for what is next
- Workflow and automation support
This is the right call when most of these are true.
- 01
You make decisions with the numbers, or want to start
- 02
Cash flow is the thing that keeps you up
- 03
Someone to be by your side every step of the way
- 04
You want one person who knows the whole picture
Three steps, and the first one is a phone call.
Fifteen minutes
You tell me about the business. I tell you which tier it is and what it costs.
Accounts and access
Bank feeds, cards and whatever you already use. If the books are behind, we catch them up first.
A day you can count on
Reconciled, categorized, and clean statements in your inbox within 20 days of month-end. Faster on the higher tiers.
What people ask about the partner.
If yours is not here, the 15-minute call is where it gets answered.
We go through the profit and loss, cash flow and anything coming up, and leave with two or three things to do before next month.
It is a monthly review of your numbers with the person who keeps them. Call it what you like; the work is the same.
The decisions that are easier when you know what the numbers are actually telling you. Can I afford to hire? Should I buy equipment now or wait? How much cash should I keep on hand? Where are my margins slipping? We use your actual numbers to work through what is happening, what is coming, and what I would be paying attention to.
Not sure this is the one? Compare.
Monthly bookkeeping.
Your accounts reconciled, every transaction categorized, and a clean balance sheet and income statement in your inbox within 20 days of month-end.
Read more →
Bookkeeping with tax-ready books.
Everything in monthly bookkeeping, plus a year end that is already done when your preparer asks for it.
Read more →Fifteen minutes to see if the partner fits.
No forms first if you would rather talk. Tell me about the business and I will tell you which tier it is.