Standalone finance projects — built to deliver results, priced to be accessible. Each project includes a full handoff and a clear path to ongoing support.
One-time projects for businesses that need a result, not a subscription. Hire us for the project, see the work, then decide if ongoing support makes sense. No lock-in required.
"Your books, caught up and clean — once and for all."
Bring your current books (regardless of starting point) to a clean, reconciled, audit-ready state. We'll work through months of backlog, categorize transactions, reconcile your accounts, and deliver a financial summary.
"Move to QuickBooks Online without the chaos."
Switching from spreadsheets, Wave, Xero, or FreshBooks? We'll map your accounts, migrate your history, configure bank feeds, and make sure everything is structured for ongoing use.
"Fix what's broken before it costs you more."
Specific problems — duplicate entries, miscategorized transactions, missing reconciliations, tax-year prep. We identify the issues, fix them, and hand you a clean file.
"Your finance workflows, documented so you can run them."
We build written process documentation for your finance operations — accounts payable workflows, monthly close procedures, payroll documentation, vendor onboarding. Built so you (or any bookkeeper) can follow it.
"Your books, ready for your CPA — before the deadline hits."
Year-end or quarterly close that produces clean financials for your CPA. We'll reconcile the period, finalize the P&L and Balance Sheet, and prepare the file your tax preparer can use immediately.
Book a free 20-minute discovery call. We'll scope the project and give you a firm price.
We complete the project and deliver a full report — everything documented, everything clean.
You have a clean financial foundation. At this point, we make it easy to talk about what ongoing support looks like — but there's no obligation to continue.
Yes. These standalone projects are designed to stand on their own. Book the project, get the result, decide later.
After we deliver, we'll walk you through what ongoing monthly support would look like for your business. Many clients choose to continue — but it's never required.
QuickBooks Online by default. If you're already on Xero, Wave, or FreshBooks, let us know — we can work with your current setup or help you migrate.
Most projects are complete within 1–2 weeks. Complex catch-up or migration work may take 3–4 weeks. We'll give you a timeline during the discovery call.
Book a free 20-minute discovery call. We'll help you figure out exactly what you need — and whether a one-off project or a subscription makes more sense for where your business is right now.
Book a Discovery Call