Clean books, delivered every month
Hand off the bookkeeping to a team that specializes in it, and get your evenings back.
A 30-minute call to review your books and see whether we're a fit. No commitment.
Book a callWe intentionally serve a limited roster so every client receives close senior attention, proactive guidance, and books closed by the 10th. One relationship, built around knowing your business in detail.
Our client list is intentionally limited. That gives us the time to understand the details, anticipate questions, and stay close to every decision that touches your numbers.
You receive a dedicated bookkeeper, senior oversight, a documented monthly close, and reporting that explains what changed and what deserves your attention.
Focused on one discipline, done well
A proven record, with a deliberately limited active roster
Every month, without exception
Year over year
From monthly close to advisory, we stay close to the work and accessible to the people making decisions.
Every transaction categorized, every account reconciled, and clean books delivered by the 10th of each month.
Fractional CFO support, cash flow planning, and decision-ready analysis for owners who want a numbers partner, not just a bookkeeper.
We accept a small number of new clients so every business receives senior attention and fast, thoughtful support.
We do not optimize for the largest possible client list. We protect the time required to learn each business, answer quickly, notice what changed, and bring context to every conversation.
Your statements arrive on the same day every month, with commentary you can actually read.
Read-only feeds, encrypted document exchange, and two-factor authentication on every account.
Bookkeepers who know retainage from retained earnings, and IOLTA from operating.
A dedicated bookkeeper who knows your business, with senior guidance available when decisions cannot wait.
Every statement comes with a plain-English read on what changed and what it means for your business.
Every close passes a documented checklist: all activity captured, every account reconciled, senior sign-off.


Specialized bookkeeping for the sectors where the details matter most, from job costing to trust accounting.
Job costing, progress billing, retainage, and WIP schedules for contractors and trades.
Multi-channel sales reconciliation, inventory, COGS, and sales tax for online sellers.
Clean, audit-ready books for advisory firms, brokerages, insurance agencies, and fund managers.
Bookkeeping for medical, dental, and therapy practices with insurance-heavy revenue.
Trust accounting, three-way IOLTA reconciliations, and matter-level profitability for lawyers.
Fund accounting, grant tracking, and board-ready reports for mission-driven organizations.
Property-level books for investors, property managers, and syndicators.
POS reconciliation, inventory, and multi-location reporting for brick-and-mortar retailers.
Every bookkeeper on our team is trained in the industries we serve.
See how we've helped businesses like yours get clean books and clearer decisions.
Coastal Build Group
Tidewater Goods
See how better bookkeeping changed the decisions our clients make.
Hear from the owners and partners who hand us their books every month.
“Alic took eighteen months of chaos and turned it into books our bonding company trusts. The WIP schedule alone changed how we bid.”
of accounts reconciled every month
Practical guidance on bookkeeping, cash flow, and compliance.
The two terms get used interchangeably, but they describe different work. Here's how to know which one you're missing.
A repeatable close is the difference between books you trust and books you hope are right. Here's the checklist we use.
Hand off the bookkeeping to a team that specializes in it, and get your evenings back.