Accounting & Bookkeeping
Precision financial recordkeeping that forms the foundation for every strategic decision and tax outcome. Clean, consistent books maintained to CPA standards — giving you accurate data when it matters most.
⚠ The Problem
Inaccurate or inconsistent books create a cascade of problems: unreliable financial reports, unexpected tax liabilities, failed financing attempts, and strategic decisions made on flawed data.
✓ Our Solution
CPA-standard bookkeeping maintained with precision and consistency — creating the reliable financial foundation that every other advisory service depends on.
What's Included
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Monthly BookkeepingTimely, accurate categorization and reconciliation of all transactions across accounts, cards, and platforms.
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Bank & Account ReconciliationMonthly reconciliation of all bank and credit accounts to ensure books match actual financial activity.
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Chart of Accounts DesignProperly structured accounts that support meaningful financial reporting and tax preparation.
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Monthly Financial StatementsClean P&L, balance sheet, and cash flow statement delivered on a consistent monthly cadence.
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Accounts Payable & Receivable TrackingClear visibility into outstanding obligations and receivables to support cash flow management.
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Year-End Close & Tax Prep CoordinationClean year-end books delivered to support efficient, accurate tax preparation with no scramble.
Build the Financial Foundation Your Business Needs
Accurate books are the prerequisite for every strategic decision. Let's get your financial foundation right.