Monthly bookkeeping
Transactions categorized and every account reconciled. Your books close on schedule, so the numbers are current when you need them.
Custom monthly reporting
Profit and loss, balance sheet, and cash flow every month. Plus the breakdowns you actually use: by job, property, location, crew, or service line.
Invoicing and receivables
Invoices out on schedule and payments applied. We watch what's outstanding and follow up before a slow payer becomes a write-off.
Bill pay and payables
Vendor bills entered and scheduled. You approve what goes out; we keep the calendar so nothing lands past due.
Payroll
Processed on schedule, every period. Wages, withholdings, and employer liabilities posted where they belong and reconciled.
Catch-up and cleanup
Months behind, or a file someone else gave up on? We rebuild it, reconcile it, and bring you current. Then keep it that way.
Software setup and cleanup
A chart of accounts built for your industry. Bank feeds connected and rules set, so routine transactions land in the right place on their own.
Operations and workflow
Bookkeeping is only half of it. We set up the process around the money: how invoices go out, how customers pay, who follows up on what is owed, and who approves what before it goes out the door.
Year-end preparation
Books reconciled and tied out, packaged for your tax preparer. The return goes faster and the bill comes in smaller.
One thing we don't do: file your taxes.
Tax filing stays with your CPA or tax preparer, and that's on purpose. Our work is everything that comes before it, so what they receive is complete and reconciled. That usually means a faster return and a smaller preparation bill. If you don't have a preparer yet, we're glad to point you toward one.
How pricing works
Two phases, and the order matters. We do not quote a monthly fee against books nobody has opened yet.
The first 90 days, hourly
Cleanup and process build, billed for the hours it actually takes. Back months get rebuilt and reconciled, and the workflows around your money get designed and put in place: how invoices go out, how customers pay, who follows up on what is owed, who approves what before it goes.
Why hourly: nobody can honestly price a cleanup before seeing the file. You pay for real work rather than someone's guess.
Day 91 onward, a retainer
By this point the books are clean, the accounts reconcile, and the processes have been worked down to their simplest form. That is when we set the flat monthly fee, because that is when we actually know what the ongoing work takes.
Why it lands in your favor: the retainer is priced against a tidy business, not the mess it started as. Simplifying the work makes your monthly number smaller, not ours.
The operations side
Good books depend on good habits. If invoices go out whenever someone remembers and payments arrive four different ways, no amount of careful bookkeeping will make the numbers useful. So we set up the process, not just the record of it.
Getting invoices out
When they go, what triggers them, what they say, and who sends them. Set up once and run on a schedule instead of whenever someone remembers.
How customers pay you
Card, ACH, check, or a payment link. We pick the methods that get you paid faster and cost you less, then make them the easy default.
Chasing what is owed
Who follows up, at what point, and in what words. Aging gets reviewed on a schedule so nothing quietly slides past ninety days.
Approving and paying bills
What you approve personally, what runs on its own, and when payments go out. Nothing lands late, and nothing goes out that should not have.
The monthly calendar
What happens on which day: reconciliations, payroll, reporting, close. A routine your team can run whether or not you are watching.
Where the paperwork lives
Receipts, statements, contracts, and bills in one place, named the same way every time, so nobody is hunting for anything at year end.
This gets built during your first 90 days, alongside the cleanup. After that it runs quietly, and you stop being the person who has to remember.
Bring us the shoebox
A drawer of receipts, a year of unopened statements, a file someone else gave up on. None of it is a problem, and none of it is a reason to put this off another quarter.
We sort it, enter it, reconcile it, and hand you back a clean set of books, then keep them that way so it never piles up again.
We work in your software, not ours
You should never have to switch programs, buy a new subscription, or learn a new system just to hire a bookkeeper. If you already have something that works, we'll work in it. Programs we're in every month:
- QuickBooks, opens in a new tab
- BQE, opens in a new tab
- Yardi Breeze, opens in a new tab
- AppFolio, opens in a new tab
- Harvest, opens in a new tab
Using something else? That's fine. We're always happy to learn a new program. If your current setup is genuinely holding you back we'll say so, and the decision is still yours.
Questions we get a lot
Do you file our taxes?
No. Income tax filing stays with your CPA or tax preparer. We handle everything that comes before it: the day-to-day bookkeeping, reconciliations, payroll, and a year-end package that makes their job faster. Clean books often mean a lower preparation bill, too.
Our books are months behind. Is that a problem?
It's common, and it's fixable. Catch-up happens during your first 90 days, billed hourly, so you pay for the time the cleanup actually takes rather than an estimate made before anyone has opened the file. We get you current first, because a monthly arrangement only works once we're starting from accurate numbers.
What does it cost?
It comes in two phases. The first 90 days are billed hourly. That covers cleaning up the books and building the processes that run your invoicing, payments, collections, and bill pay. After 90 days you move to a flat monthly retainer, priced on what the work actually takes once everything is clean and the process has been worked down to its simplest form. You are never quoted a monthly fee based on a mess.
Do we have to switch to a different program?
No. We work in whatever you already have. Right now that includes QuickBooks, BQE, Yardi Breeze, AppFolio, and Harvest, and we're happy to learn anything else you're using.
Do we need to meet in person?
Only if you want to. We have an office in downtown Phoenix and are glad to meet there or at your place of business, but most of our work is done remotely through your accounting software and shared documents. That is why we can take clients anywhere in the United States.
What do you need from us each month?
Access to bank and card activity or the statements themselves, receipts for anything unusual, and a quick answer when we ask what a particular charge was for. That's most of it.
Getting started
Here is exactly what happens between your first call and your first clean month, and roughly how long each part takes.
A short call
About 30 minutesYou tell us what the business does, how the books are handled now, and what is causing the most trouble. No forms to fill out beforehand and nothing to prepare.
A look at your books
A few daysWe go through the current file and tell you plainly what shape it is in: what is reconciled, what is not, and how far back any cleanup needs to go. You get that answer whether or not you hire us.
Ninety days, billed hourly
First 90 daysCleanup and process build, billed for the time it actually takes. You are paying for real work on a real file rather than an estimate someone guessed at before opening it. Our hourly rate is agreed in writing before we start.
Then a monthly retainer
Day 91 onwardBy now the back months are rebuilt, the accounts reconcile, and the processes have been worked down to their simplest form. That is the point we price the retainer, because that is when we know what the ongoing work genuinely takes. You are never locked into a monthly fee set against a mess.
Ready to hand off the books?
Start with a free half-hour call. No obligation, and no sales pitch, just a straight answer about what your books need.