Accounting Services
Reliable accounting work — monthly close, cleanup, interim coverage, and reporting — delivered by a licensed CPA with 12+ years of operational finance experience. No firm overhead. No long-term contracts. Every engagement is scoped, quoted, and delivered on a fixed-fee basis.
Book a Discovery Call →Monthly Accounting & Advisory
Bookkeeping, reconciliations, month-end close, and financial reporting — delivered on a defined schedule every month. A scoped retainer designed around what your business actually needs, not a subscription package.
For businesses that have outgrown their bookkeeper — the close isn't getting done, reporting is inconsistent, or the owner needs an experienced eye on the numbers every month.
Most ongoing engagements begin at $800/month
Cleanup & Catch-Up
A one-time project to bring existing books current — transaction catch-up, re-categorization, duplicate cleanup, reconciliations brought to date, and chart of accounts tidied. Scoped to the gap, quoted before work begins.
For businesses whose bookkeeper fell behind, whose books haven't been touched in months, or who need clean numbers before handing anything to a CPA.
Interim Accounting Coverage
Temporary seat-fill for a defined role over a defined window — parental leave, a vacancy gap, or controller backup during an implementation, audit, or M&A period. Scoped by role, hours, and duration.
Typical engagements run 60 to 180 days. The close keeps running. The transition doesn't leave a gap.
Custom Reporting & Dashboards
One-time builds of financial and operational reporting tools — AR aging trackers, close workbooks, invoice processors, and full Power BI dashboards with live data pipelines. Built once, owned by the client.
For businesses that generate the right data but can't see it clearly — reporting that one person rebuilds by hand every month ends here.
For CPA Tax Practices
Working Alongside Your Practice
CPA tax practices regularly encounter clients who need operational accounting work that falls outside the scope of a tax engagement — cleanup, monthly close, reporting infrastructure, or interim coverage. That's where this practice fits.
No tax work is performed here. No audit or assurance. The scope stays strictly operational — which means there's no overlap, no conflict, and no competition. Your client relationship stays yours.
A referral that stays clean on both sides.
Scope and start date agreed before any work begins.
No hourly billing. No surprise invoices. A written scope signed before the first deliverable leaves this desk.