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From daily bookkeeping to the 1120-S.

Twelve services, one embedded team, delivered inside the software your firm already runs on.

Core services

One partner across the finance & accounting stack

Routine to complex — handled by the same embedded team.

Bookkeeping & accountingdaily · weekly · monthly
Cleanup & catch-upbacklogs of any age
Month-end & year-end closewith workpapers
Reviewed financial statement supportcompilation-ready
Tax preparation supportindividual & entity
1040 · 1120 · 1120-S · 1065 · 1041all common return types
EA / CPA / CMA-led reviewsign-off before delivery
Payroll supportruns, filings, reconciliations
AP / AR managementbills, invoicing, collections
Controller / CFO supportreporting · cash · KPIs
Real estate accountingproperty, fund & CAM
Yardi · QuickBooks · software supportsetup, migration, hygiene
Cleanup, catch-up & closures

Turn messy books into audit-ready records

The backlog work nobody wants to staff — done methodically, documented, and handed back ready to close.

01

Diagnose

Reconcile, flag gaps, and scope the true state of the books.

02

Catch up

Clear the backlog — reclassify, match, and document every adjustment.

03

Close

Run a clean month-end / year-end with supporting workpapers.

04

Sustain

Move to a steady recurring close so it never falls behind again.

Fixed-scope or rolling engagement — you choose how much oversight you keep.

Software we work in

We work inside your stack — not around it

No migration, no parallel system. Your team keeps the tools it already trusts; ours logs in and gets to work.

GLQuickBooks Online & DesktopGLXeroGLSage IntacctGLNetSuite REYardiREAppFolioREBuildium APBill.comAPRampPAYGustoPAYADP TAXDrakeTAXLacerteTAXUltraTaxTAXProConnect REVStripeREVShopifyWPKarbon · TaxDome · Canopy

Let's lighten your review load — starting this season.

A 30-minute call, one scoped engagement, a two-week pilot. Judge the output before you commit.

Book a discovery call →