01
Daily transaction categorization
Books that close every Friday, reconciliations that don't slip, and a CPA who shows up in January to a real set of books — not a six-figure cleanup project.
Dedicated · Yours
Same teammate, every day
What they do
Scope flexes to your business. Start with the highest-leverage three to five tasks below and grow the role as your needs come into focus.
01
Daily transaction categorization
02
Bank, credit-card, and merchant reconciliations
03
AR invoicing, sending, and follow-up
04
AP bill entry, approval routing, and payment
05
Payroll preparation and gross-to-net review
06
Monthly close and P&L / balance sheet review
07
1099 / W-9 collection and filing prep
08
CPA handoff at year end
Common tools in this role
Bookkeeping is the role founders postpone the longest and pay the most for in regret. Books that are ninety days behind cost three times as much to clean up — and miss every signal you needed to see in the moment.
Our Bookkeepers categorize transactions daily, reconcile weekly, and close monthly. They live inside QuickBooks, Xero, or NetSuite, write the journal entries your CPA expects to see, chase the receipts your team forgets to drop in the folder, and close the month before your finance leader has to ask. The judgment call about what’s a reclassification and what’s a transaction the founder forgot to mention — that stays with the bookkeeper. That’s the work.
Get started
Start with a dedicated teammate — or step in fractional if you only need an hour or two a day.
Dedicated teammate
There throughout your business day
Working on what you need, when you need it
Dedicated staff, available throughout your business day — picking up whatever's piling up: email, scheduling, follow-ups, the work that keeps slipping. You don't fill a job description; you gain a teammate who learns your business and stays for the long haul.
Fractional / part-time
Fractional
When you only need a few hours a day
A few hours a day from a dedicated teammate — perfect for things like social media posting, light email triage, or weekly reports. Not a shared rep splitting time across other clients' accounts; your hours are blocked for you, with the same vetted person every shift.
Building out a team? We place multiple teammates in parallel — say a few customer service reps, or staff you'll train into your own systems. Let's scope it on a call →
Want the numbers? See full pricing →
Pairs well with
Your turn
A 30-minute discovery call with a real person. No slide deck, no hard pitch.
Month-to-month engagement — no long-term contract.
Not ready for a call? Send us a quick note →