Get your books and your billing on rails.
A clean chart of accounts. Invoices that go out on time, every time. Payment reminders that don't sound like a robot. Reports that match what you see in the bank. We set up your accounting software so it actually does its job.
Three buckets of work, all in plain English.
Most of what we do here falls into one of three groups. Pick the one that sounds like the mess on your plate.
Get the foundation right
- New accounting-software setup tailored to your business
- Chart-of-accounts cleanup
- Data migration from spreadsheets or older software
- User access and permissions
- Training for your team
Make it fit how you work
- Custom invoice templates and email
- Recurring invoices
- Sales-tax setup
- Class and location tracking
- Custom reports for the numbers you actually check
Get paid faster
- Auto-invoicing from your CRM or e-commerce store
- Payment reminders that don't sound like a robot
- Auto-reconciliation with your bank feed
- Subscription and recurring-billing logic
- Late-fee handling that won't scare off good customers
Three steps from messy books to a tidy month-end.
Most engagements run two to four weeks, depending on how much cleanup is involved. Here's the shape of it.
- 01
Audit your current setup
We log in (or pull a backup) and walk through what you have. We tell you honestly what's working, what isn't, and what would pay back the fastest to fix.
- 02
Propose a plan
You get a written, fixed-fee plan: what we'll change, what it'll cost, and how long it'll take. Nothing starts before you say yes.
- 03
Do the work and train your team
We make the changes, walk your team through the new setup live, and stick around for the first month-end so we can fix any small things together.
We're an independent firm with no affiliation to any accounting-software vendor. We work with whatever tool already fits your business — we just happen to know the common ones really well, and we've helped a lot of small businesses get more out of them.
Books a bit messy? Billing eating up your week?
Send a quick note about what's bothering you. We'll log in (with your permission), take a look, and come back with a plain-English plan.