Most clients work with us on a monthly retainer that blends a few of these services together. Below is the full menu — we'll put together a scope that fits where you are right now.
Categorized transactions, reconciled bank and credit card accounts, and a tidy set of books delivered on a predictable monthly schedule. You'll always know where things stand.
Bill entry, vendor management, and a clear payment workflow so the right vendors get paid on time without anyone scrambling at the end of the week.
Invoicing, payment tracking, and steady follow-up on outstanding balances. Cash flow stops depending on whether you remembered to send the invoice.
Receipt capture, expense categorization, and reimbursement workflows. Spending becomes something you can actually see and review, not a pile of receipts in a drawer.
Monthly P&L, balance sheet, and cash flow reports with a short written summary. The numbers come with context, so you can act on them instead of staring at them.
A focused project to bring overdue or disorganized books back into shape. We agree on the scope and timeline up front so you know exactly what you're signing up for.
A practical look at the workflows around your finances — how bills get paid, how clients get invoiced, how data moves between tools — with concrete recommendations and help putting them in place.
Ongoing help with the operational side of running a business: vendor and tool management, documentation, and the kind of behind-the-scenes work that keeps things moving.
Send a quick note about your business and where the books are today. We'll figure out together which of these services would actually move the needle.
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