Human-powered. Built for startups.
Empowering Entrepreneurs with Expert Financial Solutions
Inventory, COGS, multi-channel revenue, DTC, wholesale, Amazon. You get a dedicated team, weekly calls, timely financials, and daily inbox management. Fixed-fee accounting. FP&A, CFO advisory, and HR layered on as you need it.
We know the tools, the language, the ecosystem,
and the right accounting approaches.
From intro call to fully onboarded.
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Each of our clients start by booking a free consultation with our team. We’ll assess your business’ current accounting setup, discuss your goals, and provide a personalized quote that fits your needs.
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No two businesses are the same. That’s why we tailor our controller services based on your company’s size, goals, and structure. Whether you need custom reporting, daily data entry, or support navigatingaudits – we build custom solutions around your needs.
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Once you’re in, we assign a dedicated controller to guide your onboarding. We review your current accounting setup, optimize systems, and get everything running smoothly. Think of it as your financial kickoff — simple, fast, and stress-free.
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As your team scales, the people side gets complex fast. We handle payroll, benefits, new state registrations, onboarding, offboarding, handbooks.
Our bookkeeping cleanup FAQs.
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Start with a free consultation to review your current accounting state. From there, we’ll evaluate the scope of cleanup needed and provide a custom quote. Once you sign on, we’ll begin onboarding and get to work right away.
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Cleanup is priced based on how much cleanup is needed, how many accounts are involved, and the complexity of the books. Your dedicated controller will provide a custom quote after our initial evaluation – no hidden fees.
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You’ll walk away with fully updated books that are accurate, categorized, reconciled, and ready for tax filing, reporting, or advisory. We’ll also provide documentation of what was corrected so you can start fresh with full clarity and confidence.
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Cleanup gets your financials in order so you can make decisions with confidence. It ensures tax compliance, improves reporting accuracy, and gives you a clearer picture of your cash flow, profitability, and growth opportunities. With accurate data and clear financials, your business survival rate increases drastically.
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Bookkeeping cleanup includes correcting past errors, categorizing uncoded transactions, reconciling bank and credit card accounts, and ensuring your books are complete, accurate, and tax-ready. We bring your financials up-to-date in accordance with GAAP or cash-basis needs.
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Yes! Once cleanup is complete, many clients opt for ongoing bookkeeping, controller, CFO, and/or tax services. During your initial consultation, we’ll recommend the right fit based on your size and goals so you can maintain clean books and gain access to a financial expert(s) for all of your important business decisions.
We meet you where you are.
Choose what you need, when you need it, with support from real experts every step of the way.
