Two people on your books. Neither of them is you.
Small firm, deliberately. Big enough that one person leaving does not become your problem, small enough that the people doing your books know your name without looking it up.
Production, then review. Every month, no exceptions.
Most bookkeeping mistakes are not exotic. They are ordinary things that nobody looked at twice. So somebody always looks twice.
The call and the plan
Jeffrey Gonzales, the owner, does the first call, reviews your file, writes the estimate, and sets how your month will run. Then he hands it over, which is the point rather than a compromise.
Your bookkeeper
One person who runs your close: the categorizing, the reconciling, the weekly note, the questions. Not a rotating queue, not whoever picked up the ticket. Somebody who recognizes when a number looks wrong because they saw it last month.
Checked before you see it
The close is checked by a second person before it reaches you. You should never be the first person to notice a mistake in your own books, and you should certainly never find one in April.
Built as a reaction to things that went wrong
A background across corporate, payroll, marketing, B2B sales, inventory, ERP and systems implementation, and businesses of my own. Much of it spent inside the payroll industry, working alongside accountants, which is an unusually good seat for learning what actually breaks in a small company's books and how much later it tends to get found.
The part that matters most here is the last one. Running my own companies meant living with the consequences of books I could not rely on: handing them over, hearing nothing for two months, then finding out in April that the year had to be rebuilt.
So everything about how this firm runs is a reaction to something I watched go wrong. Review on every close, because I have seen what one unchecked month costs. A written update every week, because silence is how a small problem becomes a year-end project.
Remote-first, clients nationwide.No office visits to schedule, no driving. Everything happens in software you already have open.
QuickBooks Online, properly.ProAdvisor-level setup, configured for how your business actually runs rather than a default chart of accounts.
Not a CPA firm, on purpose.No tax returns, no attest work. It keeps us out of your preparer's way and keeps the boundary clean.
If we are not the right fit, we know who is.Some books need a CPA firm, a specialist, or software and one focused afternoon. You hear that on the first call rather than in month three.
The short version
Are you a CPA firm?
No, and we are clear about it because it is a positioning choice rather than a gap. We do bookkeeping and management reporting. Your CPA files the return, and we make their job cheap and quick by handing them a file that ties out.
What software do you use?
QuickBooks Online, and only QuickBooks Online. One platform known properly beats four known adequately. Payroll runs on whatever platform fits your team, or we will recommend one.
If you are on Desktop, Xero, or a spreadsheet, migrating you is part of cleanup and we do it often. If you would rather stay where you are, say so on the call and we will introduce you to someone good who works in it.
How fast can you start?
Onboarding is careful on purpose and typically runs five to eight hours before any bookkeeping happens. We would rather spend that week understanding your file than spend three months undoing assumptions.
I am really far behind. Is that embarrassing?
No. It is the single most common way people arrive here, and cleanup is a specialty rather than a chore. You will not get a lecture. You will get an hours estimate.
Do I have to switch banks or change how I get paid?
No. We work with what you have. The only real ask is separating personal from business spending, which saves you money on every invoice from then on.
What happens if I go over budget?
You approve it first, in writing, before the hours get worked. An invoice should never be the first time you hear about extra work.
Can I talk to an actual person?
Weekly in writing, monthly on a call, and any time something is on fire. The chattiness is deliberate: quiet bookkeepers are how a small problem becomes a year-end project.
One call and you will know
A straight read on where your books stand and a written estimate if you want one. No retainer to have the conversation, and no pressure afterwards.
Book a call