You’ve outgrown a bookkeeper. You’re not ready for a full-time controller.

We’re the part in between. Clean books, real monthly reporting, and someone senior who actually knows your numbers.

Thirty minutes. We will tell you if we are not the right fit.

Five situations this fixes

Nobody goes looking for an accountant on a quiet week. This is usually what is happening.

Your bookkeeper quit.
Nobody owns the books, and you are finding out how much of it lived in one person's head. We take them over and get them current.
The books are months behind.
Maybe years. We work backwards until they are current. You will not get a lecture about how it got that way.
A lender wants clean financials.
There is a deadline, the numbers are not ready, and nobody wants to hear that you will get to it. We start with what the bank actually asked for.
You are raising money.
Diligence goes through the books line by line. Better that we find the problems before someone else does.
You opened a second entity.
Money moves between them, nothing consolidates cleanly, and QuickBooks on its own has stopped coping. That takes someone who has done it before.

Cleanup first, if the books need it. Then ongoing, if you want someone keeping them right.

QuickBooks cleanup
Transactions are in the wrong places, accounts have not been reconciled in months, and the balance sheet says something nobody believes. We go through the file and fix it.
Catch-up bookkeeping
The books are months or years behind. We work backwards until they are current, then keep them that way so it does not happen twice.
Fractional controller
You need someone senior owning the monthly close, the controls, and the reporting — without hiring a controller full-time.
CFO advisory
Cash forecasting, pricing decisions, getting ready for a raise, and reporting a board or a lender will take seriously.

Financial reporting. Monthly financials that are consistent, on time, and hold up when someone outside the business reads them.
Payroll. Running payroll and keeping it compliant, every cycle.
Payroll platform migration. Moving to a new payroll system, or setting one up properly the first time so it does not need redoing.
Multi-entity accounting. A second entity, transactions between them, and consolidated numbers — the point where QuickBooks on its own stops coping.

“This is going to be expensive.”: Compare it to the right thing. Not to a bookkeeper, but to a full-time controller: a salary, benefits, and the months it takes to hire well. Fractional means you buy the part you need. We quote each engagement after looking at your books, so the number reflects your situation instead of a package.
“We are not big enough for a controller.”: That is exactly the gap this fills. You are not hiring a controller. You are buying the part of one your business actually needs, which at your size does not fill a full-time seat.
“My CPA already handles this.”: Your CPA files your return, once a year, looking backwards. Keeping the books right the other eleven months is a different job. We work alongside your CPA, not instead of them, and they get clean numbers to file from.

Every engagement is quoted. The work depends on the state of your books, so a price list would be guesswork.

Step 1
We talk
Thirty minutes on what is going on and what you need. If we are not the right fit, we will say so.
Step 2
We look at your books
The actual file, not a description of it. This is the only way to know what the work involves.
Step 3
You get a quote
Scoped to your situation. You will know what it costs before anything starts.

We have seen worse than whatever you are sitting on. Thirty minutes to work out what needs doing and what it would cost.