Bookkeeping & accounting support that’s always bank-ready.

Who this is for

Owners who are behind on their books, unsure whether the numbers are right, or tired of finding out at tax time. Businesses whose bank asked for statements they couldn’t produce. Companies that have outgrown a shoebox, a spreadsheet, or a bookkeeper who disappeared. And Spanish-speaking business owners who want to understand their own finances in their own language — a service almost nobody in our market offers well.

What’s included

• Transaction recording & categorization in QuickBooks or your existing platform, kept current — not reconstructed at year end.
• Accounts payable & receivable — bills entered and paid on schedule, invoices issued promptly, agings reviewed and worked.
• Bank & credit-card reconciliations every month, every account — no forgotten cards, no unwatched accounts.
• Monthly financial statements — P&L, balance sheet, and the context to understand them, delivered on a schedule you can set your watch by.
• Payroll coordination with your payroll provider, and 1099/W-9 tracking so January isn’t a scramble.
• Bilingual delivery. Books, reports, and working sessions in English or Spanish — whichever serves you better.

Catch-up and cleanup work

Months or years behind? That’s a project engagement: a defined-scope, defined-price catch-up that reconstructs the record, reconciles every account, and hands you a clean starting point. Then the monthly service keeps it clean.

The bank-ready difference

Our bookkeeping is supervised by a fractional CFO team led by a former community banker. That means your books aren’t just accurate — they’re organized the way lenders, underwriters, and buyers will eventually read them. When you need a loan, a bond, or a buyer, the record is already in order. It’s the difference between bookkeeping as a chore and bookkeeping as an asset.

How we charge

Monthly bookkeeping runs on a fixed monthly retainer scoped to volume and complexity. Catch-up and cleanup projects are fixed-scope, fixed-price. You’ll know the number before we start.

Frequently asked questions

Do you replace my CPA?

No — we complement them. We keep the books current and clean; your CPA files taxes from a record they can actually rely on. Most CPAs love us for it. If you don’t have a CPA, we’ll help you select one.

¿Ofrecen el servicio completamente en español?

Sí. Yuritza Pupo-Garcia, nuestra especialista en contabilidad, es completamente bilingüe. Reuniones, reportes y comunicación — todo disponible en español. Visite nuestra página en español.

What software do you work in?

QuickBooks Online is home base; we also work in QuickBooks Desktop and comparable platforms, and we can migrate you as part of a project engagement if your current system is the problem.