Bookkeeping, tax and CFO-level advice from one team that actually knows your numbers. Monthly closes delivered by the tenth. No surprise invoices, ever.
Flat monthly fees · Cancel anytime · Onboarding in under two weeks
Who we keep the books for
Most firms hand you off between bookkeeping, tax and advisory. Here it's the same people, working from the same ledger.
Reconciled accounts, clean categorisation and a management pack you can actually read — delivered on a schedule you can plan around.
Returns prepared by licensed CPAs, plus a planning session each autumn so the bill in April is a number you already knew about.
For businesses past the bookkeeping-only stage: forecasting, pricing, hiring plans and the runway maths behind every big decision.
Industry-specific handling means fewer questions to you and fewer things missed at year end.
Deferred revenue, ARR schedules and R&D credit claims handled properly.
Job costing, WIP schedules, retainage and percentage-of-completion.
Multi-channel sales, inventory and economic-nexus sales tax across states.
Insurance receivables, associate comp models and practice-purchase support.
Daily sales imports, tip reporting, prime cost tracking and COGS control.
Utilisation, WIP and partner distributions for firms billing by the hour.
Fund accounting, restricted grant tracking and Form 990 preparation.
Tell us what you do. If we're not the right fit we'll say so on the first call.
Pick the tier that matches your volume. Move up or down as the business changes — no penalty either way.
Sole traders and early-stage businesses
Up to 150 transactions a month
Established businesses with a team
Up to 600 transactions a month
Businesses needing a finance function
Unlimited transactions
You get a named accountant, not a shared inbox. Same-day replies on Growth and above, and a scheduled call every month on Advisory.
Flat monthly fee agreed up front. Phone calls and quick questions aren't billable events — they're the point of having an accountant.
Close is delivered by the tenth of the following month. If we miss it, that month is on us.
Easier than people expect. We request your records from the outgoing firm, reconcile the opening balances and take over from a clean cut-off date. Most transitions finish inside two weeks.
Xero and QuickBooks Online as standard, and we'll work in Sage or NetSuite if that's what you're already running. We don't force a migration in your first month.
No. Catch-up work is quoted separately as a one-off, up to 24 months back. You'll get the price before we start, and it doesn't change once we're in.
The annual business return is included on every tier. Personal returns for owners and shareholders are a flat add-on, quoted when you join.
Send it to us. Notice handling and audit representation are included, not billed as an emergency.
A rolling monthly agreement with 30 days' notice. If it isn't working, you leave with your records and your ledger in a clean state.
A 30-minute call, no charge. Bring your last set of accounts and we'll tell you what we'd do differently — whether or not you hire us.