Transform messy books into organized, audit-ready records.

When your books need more than routine maintenance, our Historical Cleanup service tackles backlogs with forensic-level attention to detail. We'll categorize transactions, reconcile accounts, and make necessary adjustments, then summarize everything in a clean report that explains what was done and why.

Perfect for: Organizations switching from DIY bookkeeping, businesses that have fallen behind on monthly maintenance, or companies preparing for their first professional audit.

Custom financial systems designed for your business.

Whether you're starting fresh or your current QuickBooks file has become unmanageable, we'll build you a system that actually works. Custom chart of accounts, optimized bank feeds, essential dashboards, and training to ensure your team can maintain the system between our monthly services.

Perfect for: New businesses launching with proper systems from day one, organizations outgrowing simple bookkeeping software, or companies whose current QuickBooks file has become too cluttered to be useful.

On-demand strategy beyond your package cadence.

Sometimes you need strategic guidance outside your regular advisory schedule. Whether you're evaluating a major decision, preparing for a board meeting, or working through a specific challenge, additional sessions provide the focused expertise you need.

Perfect for: Executive and Boardroom clients facing time-sensitive decisions, organizations preparing for major changes, or leaders who want additional strategic support during critical periods.

Forensic-informed review of your financial controls and risk exposure.

Leveraging our forensic accounting background, we'll examine your internal controls, identify fraud risks, and assess compliance practices. You'll receive a practical action plan with prioritized recommendations to strengthen your financial security and regulatory compliance.

Perfect for: Organizations preparing for audits, businesses experiencing rapid growth, nonprofits managing multiple funding sources, or any company that wants to proactively identify and address potential financial risks.

Tax-ready package with seamless CPA coordination.

Streamline your tax preparation with a comprehensive handoff package that includes reconciled financials, adjusting entry recommendations, and direct coordination with your CPA. We'll ensure your tax preparer has everything needed for accurate, efficient filing.

Perfect for: Organizations that maintain their own books but want professional year-end preparation, businesses switching CPAs, or companies that want to reduce their tax preparation costs by providing organized, accurate records.