Services

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Bookkeeping & financials

Books good enough to plan from.

Monthly close, a chart of accounts that matches how you actually earn, and reporting you can read a business cycle from. Bookkeeping here exists so the planning has something solid to stand on.

Take the intro questionnaire

Take the intro questionnaire

See ongoing planning

See ongoing planning

What this covers

Monthly close

Chart of accounts

Reconciliations

Reporting you actually read

Scope

What’s actually included.

Sized to the business. Fees are quoted as a minimum after the first call, once the work is known.

Monthly bookkeeping and reconciliations

Or review of yours

Monthly bookkeeping and reconciliations

Or review of yours

Chart of accounts built for your revenue streams

Set up once, properly

Chart of accounts built for your revenue streams

Set up once, properly

Payroll and contractor reporting

Run or reviewed

Payroll and contractor reporting

Run or reviewed

Lender-ready income summaries

When underwriting asks

Lender-ready income summaries

When underwriting asks

Catch-up work on prior periods

Quoted separately

Catch-up work on prior periods

Quoted separately

Numbers current enough to plan from

The whole point

Numbers current enough to plan from

The whole point

01

Clean

Reconciled every month, not every April.

02

Readable

Structured by revenue stream, so the numbers mean something.

03

Useful

Current enough to make a decision from.

Tell us what is going on and we will tell you what we would look at first.

A few minutes of questions. No documents, no obligation, and we read them before we talk.

Take the intro questionnaire

See ongoing planning

Tell us what is going on and we will tell you what we would look at first.

A few minutes of questions. No documents, no obligation, and we read them before we talk.

Take the intro questionnaire

See ongoing planning

Tell us what is going on and we will tell you what we would look at first.

A few minutes of questions. No documents, no obligation, and we read them before we talk.

Take the intro questionnaire

See ongoing planning