Services
Each service is built around what lands on your desk: reconciled accounts, clear open items, and notes you can act on.
The core of every partnership. Your clients' books stay current and reconciled every month.
A close package for each client by the 10th of the following month, ready for your review.
For clients whose books are messy or months behind. I get them tax-ready, including rush work before filing season.
Tax-ready books with reconciliations, the open questions, and notes on anything unusual I found along the way.
For clients with employees, bills to pay, or invoices to collect.
Payroll, payables, and receivables that tie out in the monthly close, with anything unusual flagged in the notes.
Every client, every month, by the 10th. One place to see where the books stand.
A package you can review in one sitting, instead of a stream of emails and questions through the month.
I don't prepare returns, give tax advice, or provide audit or attest services. That work belongs to your firm.
Book a free call. We'll look at your client list, pick trial clients, and set a start date. You'll get the first close package by the 10th of the following month.
Book a free call