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805-225-4959
805-225-4959
Pick the piece you need or hand us the whole thing. Everything below is done in-house by two people you can call by name.
Every service includes
Whichever piece you need, these do not change.
The whole monthly cycle: reconciliation, categorization, accounts payable and receivable, and financial statements delivered by the 15th with a call to explain them.
Learn moreMonths or years behind, or a broken QuickBooks file. We review it for free, quote the engagement up front, and hand you books your CPA can file from.
Learn moreWe recommend the right stack, configure it properly, migrate your history, and train your team so it actually gets used.
Learn moreShopify, Amazon, Etsy and WooCommerce. Payouts reconciled to orders, fees split out properly, and multi-state sales tax kept straight.
Learn moreAccurate cost of goods sold, landed cost tracking, and margin by product, so you know what is actually making you money.
Learn moreStatements you can act on, plus a call every month to walk through what changed, what it means, and what we would watch next.
Learn moreWe work with all kinds of small businesses, but these are the ones where we know the problems before you describe them.
Dianna owned and ran a Senior Helpers franchise for thirteen years. Non-medical, private-pay agencies.
Learn moreDaily sales reconciliation, tip handling, and food and labor cost percentages that hold up.
Job costing, work in progress, raw materials and finished goods. Real COGS, not a guess.
Multi-channel sellers, marketplace payouts, inventory across warehouses and sales tax nexus.
Learn moreMonthly plans are a fixed fee. Project work is quoted as one number in writing before anything starts. No hourly meter.
Call, text or email as often as you need. The moment questions cost money, people stop asking them, and that is when things go wrong.
Your accounting file is in your name. If you leave, it goes with you and we hand off cleanly to whoever is next.
That is normal. Tell us what is going on in twenty minutes and we will point you at the right one, even if it is not us.