What we would tell you on the call
No listicles and no news roundups. Each piece is one thing we end up explaining often enough that it was worth writing down properly — the checklist, the trade-off, the deadline that arrives sooner than people expect.
Certifications and the software we work in
Certified and supervised
- QuickBooks ProAdvisor
- CPA supervised
- Ernst & Young alumni
- Google verified reviews
- Bank-grade security
Books, payroll and spend
- QuickBooks Online
- Xero
- Wave
- Gusto
- Rippling
- Bill.com
- Ramp
- Expensify
- Dext
Wave
Ramp
Property and commerce
- AppFolio
- Buildium
- Rent Manager
- Stripe
- Shopify
- Expensify
Rent Manager
Articles
- Working with an accountant
What catch-up bookkeeping costs, and why it is quoted separately
Catch-up is not ordinary bookkeeping done late. It is reconstruction, the evidence decays while you wait, and folding it into a monthly fee hides the one number you actually need before you start.
Read the piece- Published
- August 31, 2026
- Length
- 4 min read
- Sections
- 6
- Topic
- Working with an accountant
- Tax and compliance
Where multi-state payroll actually bites
Hiring one person in another state is a payroll registration, not a payroll setting. Here is the sequence that has to happen before their first payday, and the parts that catch people afterwards.
4 min read5 sections
- Working with an accountant
How to hand your books over without losing a month
Most bad transitions are not caused by the new bookkeeper. They are caused by an unclear cut-over: nobody agreed which month was the last one the old process owned, so it was owned twice or not at all.
3 min read5 sections
- Month-end close
What a chart of accounts should actually look like
Most charts of accounts are too long, and they got that way one well-meant account at a time. The test is not whether it is detailed — it is whether it answers a question you actually ask.
3 min read4 sections
- Month-end close
A month-end close checklist you can actually run
Most close checklists are written for a finance department of six. This one is written for whoever is doing it at eight in the evening on the third of the month — in the order the work actually has to happen.
5 min read8 sections
- Working with an accountant
When to stop doing your own books
The signals that actually mean something, what handing the books over costs you beyond the invoice, and the options in between that nobody selling the service will mention.
5 min read5 sections
- Tax and compliance
Sales tax and 1099s for e-commerce sellers
Where a sales tax obligation actually comes from, what your marketplace is and is not doing for you, and the vendor paperwork that is far easier to collect in March than in January.
5 min read6 sections
Nothing here is gated, and none of it asks for an email address to finish reading.
Bring us the books you have.Not the ones you meant to keep.
Behind on reconciliations, mid-migration, or three years deep in a spreadsheet — the first call is the same either way. Show us what you have and you leave knowing what it would take to get current.
- 30 minutes with a CPA, not a sales rep
- A written scope and a flat monthly number
- No obligation, and no follow-up sequence
Monday–Friday · 8am–6pm ET