How we work
Whether you need monthly books or a full cleanup, we start the same way.
We learn how your practice actually runs before we take anything over. That way your books are right from the first month, not after six months of fixing surprises.
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Getting to know your practice
We review your books, bank and processor accounts, payroll, and the software you use: practice management, point of sale, billing, and anything else money moves through. You get a short summary of what is working, what needs attention, and what we recommend.
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Getting the foundation right
We fix what needs fixing. For some practices that is a quick cleanup of past months. For others it is a larger project: rebuilding the chart of accounts, connecting tools to the books correctly, or setting up how deposits get matched. Anything larger than routine setup is quoted as its own project before we start.
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Monthly work begins
We keep your books clean and reconciled, oversee payroll, handle the filings, and flag anything that needs your decision, with our recommendation attached.
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Looking ahead
For Partner clients, quarterly reviews step back and read what your numbers are telling you. Tax planning runs all year, not just in April.
We will tell you what getting started would look like for your practice.