What's Included
A monthly rhythm you can rely on
Monthly bookkeeping
Transactions categorized, accounts reconciled, and the month closed on schedule — every month.
Financial statements
P&L, balance sheet, and cash flow you can actually make decisions with — not a data dump.
Cleanup & catch-up
Behind on the books? We rebuild messy or abandoned ledgers and get you current before the next filing.
Platform migration
QuickBooks → Digits migration and setup, on the AI-native ledger that cut our own firm’s close from 18 days to 5.
Payroll & 1099s
Payroll processing coordination and contractor compliance — W-9s collected, 1099s filed on time.
Secure document portal
Everything flows through an encrypted client portal — no receipts in email threads, no shoeboxes.
Sharper together
Clean books are the foundation everything else stands on
Tax strategy, compliance filings, and CFO forecasting all run on the same ledger. When we keep the books, the whole system works from one set of numbers.