Monthly reconciliation reviewed by a licensed Enrolled Agent, enhanced by technology. Clean books. Real-time savings. Zero April surprises.
Free 30-minute diagnostic. See exactly what needs fixing.
From catch-up cleanup to monthly maintenance—we handle it all.
Behind on your books? We clean up 12-24 months of transactions, fix errors, and get you current.
Ongoing reconciliation delivered by the 15th of each month. Tax-ready P&L and balance sheet.
Financial insights beyond bookkeeping. Cash flow forecasting, KPI tracking, growth planning.
Zero disruption. Zero headaches. Here's exactly how it works.
Book a 30-minute call. Share basic access to your current books.
Run a quick scan to identify immediate tax savings—OBBBA 2025 deductions, S-Corp opportunities.
Provide read-only access or export your files. We guide you step by step.
Import via military-grade encrypted channels (SHA-256 hash-chained vault). No Google Drive or email attachments.
Review and approve the initial scan report we send.
Our systems clean up 12-24 months of history, flags inconsistencies, maps transactions to IRS-compliant categories.
Link your bank/credit card feeds securely via Plaid or direct export.
Reconcile monthly, verify expenses for tax traps, optimize for real-time savings. P&L reports by the 15th.
Access your portal anytime for reports or questions.
Monitor year-round, flag opportunities, prepare tax-ready data. Compliance-ready records with tamper-evident logs.
Just 1-2 hours upfront. We handle everything else.
No downtime or data loss. Not satisfied after month one? Full refund.
Regular bookkeepers record what happened. We optimize while we record—finding tax savings most miss until it's too late.
OBBBA 2025 opportunities flagged as transactions come in.
Track distributions vs salary to keep you in the IRS safe zone.
No scrambling in March. Your books are tax-ready before December 31st.
Every transaction backed by SHA-256 timestamped records. Defensible from day one.

Full representation rights. We handle audits.
Technical knowledge at the highest level.
Seamless integration with your existing setup.
All data encrypted at rest, OTP-protected, and compliant with IRS Circular 230.
Common questions answered
We regularly clean up 2+ years of backlog. Our technology handles the heavy lifting—categorizing thousands of transactions, identifying duplicates, and flagging issues. Most catch-up projects complete in 1-2 weeks, not months.
QuickBooks Online (preferred), Xero, Wave, FreshBooks, and spreadsheets. We're QuickBooks ProAdvisor certified. If you're starting fresh, we'll set up your chart of accounts to IRS standards from day one.
Three ways: (1) Technology-assisted categorization catches deductions others miss, (2) Tax optimization happens in real-time, not once a year, (3) An Enrolled Agent reviews your books—meaning if there's ever an audit, we handle it. Most bookkeepers just record transactions. We optimize them.
Every transaction is verified against source documents, categorized to IRS-compliant codes (§162), and logged with tamper-evident timestamps. If the IRS ever questions an expense, we can show exactly when it was recorded and that the record hasn't been altered.
Monthly bookkeeping starts at $300/month for businesses with <$10k in monthly transactions. Catch-up cleanup is quoted per project (typically $500-$2,000 depending on how far behind). Book a free diagnostic call and we'll give you an exact quote.
100% Accuracy Guarantee
If we make an error, we cover penalties and interest.
Maximum Refund Guarantee
Every credit and deduction applied, or your prep fee back.
Audit Representation Included
Your EA represents you before the IRS at no extra cost.
Book a free 30-minute diagnostic. We'll show you exactly what needs fixing.
Monthly bookkeeping: $150 – $350/mo depending on transaction volume.