LET’S GET THE DETAILS RIGHT

Start here.
Skip the phone tag.

Tell me what you need and what your books look like. You’ll see a preliminary books check and the factors that shape your proposal. No call is required to get started.

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01 Services02 Books check03 Your plan04 Send request

01 / PICK YOUR SUPPORT

What would help most?

Choose as many as you need. We’ll separate one-time projects from ongoing work in your proposal.

Books & cleanup

Monthly bookkeepingCategorize activity, reconcile accounts, and deliver monthly financial reports.Catch-up & cleanupTrace unreconciled months, correct unclear entries, and prepare reliable balances.QuickBooks setupSet up or tidy the chart of accounts, bank feeds, rules, and working procedures.Reporting & owner supportReview cash, costs, job results, and questions behind the financial statements.

Payroll & people

Payroll supportOrganize pay-run inputs, approvals, reports, and payroll-to-ledger reconciliation. Filing responsibilities are defined in the proposal.Employee handbook draftingDocument your actual policies and prepare a custom draft for qualified legal review before adoption.

Operations

Vendor & bill managementOrganize vendor records, bills, approvals, due dates, and payment handoffs. You keep payment authorization.Contractor & job costingTrack job costs, equipment, subcontractor activity, and the accounts that matter to trades.Workflow designSet practical routines for documents, approvals, monthly close, and tax-professional handoffs.