Done for you

Accounting

Your accounting workflow rebuilt and automated in systems that do the work, handled every month by me.

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Starts with
An assessment and a written plan
Built as
A custom workflow, using the right tools for your business
Run by
Me. The monthly accounting, done. A partner, not a hire to manage.

From current state to target state

What changes, area by area.

Area
Today
After setup
Bill pay
Paid from an inbox and memory
Captured, coded, approved, paid on schedule
Expenses
Receipts chased at month end
Company cards with the policy built in; receipts match themselves
Invoicing
Sent late, followed up when cash is tight
Out on time, payments applied, overdue chased automatically
Payroll
Run by whoever has time
Coordinated and reconciled every cycle
Month-end
Whenever the bookkeeper gets to it
Reconciled and closed on a set date, every month
Reporting
A QuickBooks P&L nobody reads
Numbers you understand, with what changed and why

What I work on

Every setup is scoped to the business. These are the usual areas.

Ramp setup

Cards, bill pay, expenses, on one platform

QuickBooks cleanup

Books brought current and kept that way

Bill pay and approvals

Captured, coded, approved, paid

Expense policy

Built into the cards, enforced automatically

Invoicing and collections

Out on time, followed up for you

Payroll coordination

Reconciled every cycle

Month-end close

On a set date, every month

Owner reporting

What the numbers say, in plain language

How it works

Four stages, start to finish.

01

Assess

I look at how money moves through the business today and where it breaks.

You get a written plan and a flat monthly price
02

Build

I set up the systems, the rules, and the workflow, and bring the books current.

You get live systems and clean books
03

Run

I handle the accounting every month. You approve what needs approving.

You get the numbers on a set date
04

Report

What the numbers say, in plain language, with what to do about it.

You get decisions, not spreadsheets

After setup

Most clients keep me on. That's the point.

Monthly accounting

Bookkeeping, bill pay, expenses, invoicing, close

Ramp administration

Users, policies, cards and exceptions

Owner reporting

Monthly numbers and what they mean

Year-end package

Handed to your CPA clean

Scoped after the assessment. Priced monthly, flat.

Is this the right fit

A quick check before you book.

This is for you if
  • The books are done from an inbox, by you or whoever has time
  • You're about to hire a bookkeeper or an AP person
  • Your CPA keeps sending cleanup bills
  • You've outgrown QuickBooks-and-a-spreadsheet, but not QuickBooks
This is not for you if
  • You have an in-house accounting team
  • You want a report and no change
  • You need someone on site every day

FAQ

Click a question to open it.

How is this priced?

The assessment is a fixed fee. The monthly fee is flat, by volume, told upfront.

How long does setup take?

Two to four weeks, depending on how far behind the books are.

What's Ramp?

A company card and bill-pay platform. It captures receipts, routes approvals, pays vendors, and posts to QuickBooks on its own. I'm a Ramp partner; I'll set it up and get you a discount.

Do I need to switch from QuickBooks?

No. This is built for QuickBooks.

What if we grow?

Then you move up to Finance Transformation. Same person, same systems, bigger function.

Stop running the books out of an inbox

Book a call. I'll walk through how yours run today and what it would cost to fix.

Book your call