Services

Bookkeeping, cleanup, cash-flow reporting, and financial controls designed around watchful oversight.

Recurring clean books, reconciliations, monthly close, and owner-ready reporting.

Repair messy setup, duplicated transactions, miscategorized expenses, and stale reconciliations.

A paid diagnostic for financial blind spots, workflow gaps, and cash-flow visibility issues.

Simple reports that help owners see inflows, outflows, obligations, and upcoming pressure.

Support for Shopify-style stores, payment processors, refunds, sales tax complexity, and inventory signals.

Automation for document collection, close checklists, owner reminders, and financial admin handoffs.

Monthly review calls, KPI snapshots, budget-vs-actual notes, and practical next steps.

Books & Controls Audit

Find the blind spots in your books.

Get a clear map of cleanup needs, reporting gaps, cash-flow risks, and monthly controls before committing to ongoing bookkeeping.

$497+audit starting point

30day cleanup roadmap

10+financial control points

AIworkflow and reporting support