Bookkeeping & reconciliation
Monthly categorization and reconciliation across all your accounts — kept current, accurate, and ready to use.
Services
Everything your books need, in one flat monthly fee.
From day-to-day bookkeeping to CPA-reviewed tax prep — accounting software is included, and your scope scales with your transaction and deal volume. No surprise add-ons.
MCA & syndication accounting
Deal-level syndication ledgers, factor income, fees, and revenue recognition handled by specialists, not generalists.
Financial reporting & analysis
Monthly P&L, balance sheet, and cash flow — plus the deal- and segment-level views you actually make decisions with.
Tax preparation & filing
Business and personal returns, multi-state aware, prepared and reviewed by a licensed CPA.
Payroll
Payroll runs, filings, and clean payroll books integrated with the rest of your numbers.
1099 filing
Contractor tracking and year-end 1099 preparation and filing, done accurately and on time.
Catch-up & cleanup
Behind or messy? We bring prior months current and reconciled — then keep them that way.
Advisory & CFO-lite
A CPA on call for the questions that matter — entity structure, cash flow, and growth decisions.
Simple pricing
One flat fee, from $450/mo.
Flat monthly fee, software included. Your package scales with transaction and deal volume — no surprise add-ons.
FAQ
Services, answered
What’s included, who reviews it, and how it all fits into one flat monthly fee.
Monthly bookkeeping and reconciliation, MCA and syndication accounting, financial reporting and analysis, tax preparation and filing, payroll, 1099 filing, catch-up and cleanup, and CFO-lite advisory — all in one flat monthly fee with the accounting software included.
Yes. We keep your books monthly and prepare your business and personal returns. Because we're already in your books, there's nothing to clean up at tax time — and tax prep is quoted separately but discounted for monthly bookkeeping clients.
Yes. A licensed U.S. CPA reviews the financial statements we deliver. AI speeds up routine categorization, but every deliverable is human- and CPA-reviewed before it reaches you — never unreviewed automation.
Yes. We run payroll with the filings and clean payroll books, and we track contractor payments through the year to prepare and file year-end 1099-NEC forms accurately and on time.
Yes — catch-up and cleanup is one of the most common ways clients start with us. We bring prior months current and reconciled, then keep them clean with an ongoing monthly package.
We run your books on software we build in-house, included in your flat monthly fee — so there's no separate QuickBooks subscription to buy. We can also import and migrate your existing QuickBooks books.
Books you don't have to think about.
Get a free books review. We'll tell you honestly where things stand and give you a flat monthly quote — no pressure.