5 steps from messy books to clear decisions.
Light lift. Clear timeline. Tangible value in the first 30 days.
A proven methodology that transforms messy books into decision-ready dashboards.
We map your workflows, feeds, and targets.
Reconcile, categorize, and fix the foundation in QBO.
Get decision-ready numbers consistently (not eventually).
Allocation cadence, SOPs, and guardrails—so owner pay, taxes, and operating cash don't drift.
Dashboards and simple decision tools—pricing, labor, overhead, and collections—so you can steer the business.
This isn't "reporting for reporting's sake." You'll feel the difference fast.
Books reconciled and ready for a real monthly close
Clean chart of accounts aligned to how your business actually runs
A close checklist that targets Day 5—not Day 18
A simple 12-week cash view you can plan around
A cash allocation system installed or stabilized (accounts + cadence + rules)
Your first "Numbers Huddle" with clear actions tied to margin and cash drivers
When inputs are timely, you'll see tangible results within the first month.
Everything organized, nothing lost in email threads.
Owner-friendly dashboards and KPIs built for decision-making, not accounting jargon.
Secure client portal (TaxDome) for documents, signatures, invoices, and communication.
Book your free walkthrough and see your first clean, decision-ready close in 30 days—plus a cash rhythm that protects owner pay, taxes, and operating stability.
No long-term contracts. Cancel anytime.
90-day money-back guarantee on bookkeeping services