Your books, closed on time — and the busywork gone.
We keep small-business and nonprofit books current in QuickBooks Online, then remove the repeated manual work underneath them. Most bookkeepers stop at the first half.
I almost let that call go to voicemail.
A name I had not seen in years. I picked up. “I need your help — I am on the board of a nonprofit and their books are in bad shape.” Three years later I am still their consultant.
That is still how the work arrives: someone with real numbers and no time to keep them straight. More about the practice →
A 58-vendor bill run, from hours to minutes
Roughly 232 manual entries a month, read by eye off one small-print page. The automation removed the typing and left an approval trail behind.
Why Shopify and Square never match QuickBooks
A retailer posting adjusting entries every month to correct their own automation. We turned the sync off and rebuilt the books from the POS report.
Hundreds of projects, out of Excel and Word for good
Lab results were retyped into a report, then into an invoice. Now both generate from the record the lab data loads into.
You turned on the integration. So why is someone still fixing it every month?
Native integrations are built for the simplest version of a business. Add programs, grants, classes or multiple channels and the integration stops being an automation.
Data gets entered once, at its source. Everything downstream is generated from it.
Posts daily data that never matches the source report.
Revenue never reconciles to the general ledger.
Syncs ignore classes, programs and grants.
Bookkeeping & accounting
A monthly close that lands on time, on a file you can hand to a board or a bank without a caveat attached. Cleanups, catch-up work, payroll setup, and the Desktop migration you have been putting off.
Workflow automation
The part most bookkeepers do not offer. We read your source documents, build the entries from them, and take the recurring manual step out of the middle — across Zapier, Make.com, Docparser, Bill.com and Airtable.
Source documents in. A close that ties out.
Receipts, timesheets, POS summaries, statements, vendor bills. Each one is read where it arrives and posted to the right class the same day — so the close is a byproduct of the month, not a scramble at the end of it.
“I’m flying through this effortlessly with what used to take hours.”
The owner of an environmental consulting firm, minutes into using the system we built. Read what we built
Tell us what is broken right now.
Thirty minutes, no charge. If the honest answer is that your current process is fine, we will say so.