Most engagements start on the accounting side and end up on the automation side. That is not upselling — it is what you find once you understand how transactions enter a file.
Transactions coded, accounts reconciled, and a close that finishes on a date you can plan around. Statements you can hand to a board or a bank without a caveat attached.
Read more →Cleanup looks like data entry from the outside. It is a diagnostic job — which is why so many of them stall at 60%. We finish them, including ones somebody else started.
Read more →QuickBooks Online Payroll, Gusto, ADP and isolved — chosen on fit, not on what we resell. Mid-year migrations with year-to-date verification, and multi-state as a named specialty.
Read more →Desktop 2023 lost all support on May 31, 2026 — payroll tax tables froze, bank feeds disconnected, security patches stopped. The software still opens, which is exactly why people do not realize how much trouble they are in until payroll breaks.
Read the timeline and what does not transfer →POS and e-commerce reconciliation built from the source report. Bills parsed instead of retyped. Material and labor landing on the right job the day they happen.
Read more →Built for Paychex, isolved, Gusto, Frank Crum, ADP and payroll run by local accounting firms — including PEO clients who have no integration option at all.
Read more →Data gets entered once, at its source, and everything downstream is generated from it.
Zapier, Make.com, Docparser, Mailparser, Bill.com and Airtable — chosen per situation, not per vendor relationship.
You tell us what is broken. We tell you whether it is worth fixing, and roughly what that looks like.
Cleanups and migrations are quoted after we have seen the file, never before. Pricing is set at the discovery call.
We reconcile back to a date you trust before anything new is built on top of it.
Once we can see where the same number gets typed twice, we take that step out — and train your team to run what is left.
That is what the first call is for. If your current process is fine, we will tell you that.