Systems-first accounting support.

Built for founder-led businesses that need decision-grade clarity — not just “books closed.”

Close stabilization

A month-end rhythm with clear ownership and fewer moving parts.

  • Close checklist + timelines
  • Responsibility map + review path
  • Recurring issue elimination

Decision-ready reporting

Reporting that explains what changed — and what it means.

  • Variance explanations
  • Leadership reporting cadence
  • Driver-based insights

Governance & controls

Simple controls that prevent drift without bureaucracy.

  • Approval workflows
  • Reconciliation standards
  • Risk reduction basics

Common engagements

  • Cleanup after growth or turnover
  • Inventory or COGS confusion
  • Cash behaving “mysteriously”
  • Multi-entity structures

What we optimize for

Calm month-ends, clear explanations, and a system that leadership can trust. No hype. No chaos. No accounting theatre.

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What you get each month

Simple deliverables, clear ownership, and predictable cadence.

  • Books kept current, with bank/credit reconciliations on a schedule
  • A close checklist so nothing gets “assumed”
  • Variance notes in plain language (what changed and why)
  • Clean handoffs between bookkeeping and review
  • One place for docs and questions (no long email threads)

Typical outputs

  • Month-end financials (P&L, Balance Sheet, cash view)
  • Issue log (recurring problems + fixes)
  • Decision notes (the 3–5 things leadership should pay attention to)

Scope is right-sized in the review call so you do not pay for work you do not need.

How scope is set

Sales is a short review call. Scope and timelines come from the books.

Quick review

We look at transactions volume, cleanup needs, inventory/COGS, and reporting expectations.

Right-size the plan

You get a clear monthly scope, what is included, and what is optional (AP/AR, inventory, multi-entity).

Start clean

We stabilize reconciliations, confirm ownership, and set the close rhythm before we scale anything.

FAQs

The short answers founders usually ask before they book a call.

Do you work with inventory and COGS?

Yes. Inventory is one of our common engagements. We help set up clean item mapping, costing approach, and a month-end workflow that stays consistent.

Is AP/AR included?

It can be. Some clients want a tight bookkeeping scope, others need AP/AR built into the system. We confirm it in the review call and price based on workload.

What accounting systems do you support?

Typically QuickBooks Online and related tooling. If you have a different stack, we still can support it, but we confirm compatibility in the review call.

How do you avoid “accounting theatre”?

We keep reporting focused on decisions: what changed, why, and what to do next. No long decks. No fluff. Clear notes and a stable close rhythm.