Methodology, audit-trail design, the work. Never more than monthly.
Service · Project-based engagement
From shoebox to clean books, with a QuickBooks ProAdvisor signing off.
The boring part of business made unboring: a chart of accounts that matches your reality, bank feeds that reconcile themselves, monthly closes that take an hour instead of a week, and reports your accountant signs without a fight.
What you get
Setup or migration on QuickBooks Online or Manager.io — your call. Both are excellent; pricing and feature trade-offs differ, and we will walk you through which fits.
A chart of accounts designed around how you actually run, not the default template.
Bank feeds + automated reconciliation rules.
Monthly close checklist plus a dashboard that tells you whether close is on track at any point in the month.
Two hours of one-on-one training for whoever does the bookkeeping going forward.
How it works
30-minute discovery call → scoping (one-off setup vs ongoing) → configuration sprint → handover + training → optional monthly retainer.
Best for
Founders who have not touched a ledger but need clean books for taxes or a raise; SMEs whose books exist on paper or in a deeply broken Excel; NGOs that need grant-grade financial reporting without hiring a four-person finance team.
Tech we work in
Pricing
From
$5k
per project
Up to
$50k
larger scope
Engagements are scoped during the free 30-minute discovery call. You receive a fixed-price written proposal within 48 hours — no surprises after kickoff. Most projects sit between [$X,000 and $Y,000] depending on scope, with payment milestones tied to deliverables.
Final price always confirmed in a written quote before kickoff.
Ready to start
Add this engagement to your cart and check out — you'll still get the discovery call before any work begins.
Questions before you ask
More questions? Bring them to the discovery call — that's literally what it's for.
Next step
Principal credentials
Goals, timeline, current state — whatever helps us understand the work. Free 30-minute call follows; no commitment.