Hire an accountant who works like part of your team
Accounts payable, accounts receivable, monthly close. Done clearly, on time, without surprises.
We don't take everyone. That's the point.
A small client load means your books get the attention they deserve. We work with owners who value clarity, not volume.
Clean monthly close
We close your books on time, every month. No late entries, no surprises.
Accounts payable control
Every invoice is processed and approved. You know exactly when and where cash leaves.
Accounts receivable follow-through
We track incoming payments and follow up so you don't have to. Cash flow stays predictable.
Financial statement prep
Clear, plain-language profit and loss statements. You understand the numbers without an interpreter.
Direct owner access
You work with the person who does the work. No account managers, no handoffs.
Podcast for business owners
Practical financial conversations for owners who want better decisions, not jargon.
Monthly financial statements, not a retainer
We keep pricing simple and transparent. You get clean books delivered on a predictable schedule, with no surprises and no contracts tying you down.
Essential
$1,500
monthlyAccounts payable and receivable management, plus monthly bank reconciliations.
Accounts payable processing
Accounts receivable management
Monthly bank reconciliations
Email support
Select
$3,000
monthlyFull-cycle accounting with monthly financial statements for growing California businesses.
Everything in Essential
Monthly financial statements
Profit & loss review call
Priority email and phone support
Comprehensive
$5,000
monthlyDedicated accounting support with quarterly strategy sessions and custom reporting.
Everything in Select
Quarterly strategy session
Custom financial reports
Dedicated point of contact
A clean set of books, delivered on time.
We work with a small number of clients, and every engagement matters. Here is what it sounds like when an owner finally stops worrying about the month-end.
The month-end close used to take me three days. Now it lands in my inbox on the first, clean and clear. No chasing invoices, no reconciling errors. Just a straight line from what we sold to what we have.
Maria Torres
Owner, Torres Supply Co.
I was skeptical about outsourcing the books. But the level of detail — down to the line items I used to miss — is sharper than what my in-house person did. The AP runs like clockwork now.
David Okonkwo
Founder, Okonkwo Construction
We needed a structure — not just data entry, but someone who actually understood why the receivables aging matters. The clarity on our cash position alone has changed how we buy inventory.
Lisa Chen
Partner, Chen & Patel Retail Group
A small client roster, built for the long term
We don’t measure success by volume. We track it by retention, clarity, and the financial health of the businesses we serve.
<5
Clients per quarter
We take on a limited number of engagements to give each one focused attention.
100%
Monthly close completion
Every client’s books are closed on time, every month, without exception.
24h
Email response time
Questions get answered within one business day. No voicemail loops.
Still deciding if outsourced accounting is right?
Honest answers to the questions we hear most from business owners.
how do I know if outsourcing my accounting is a good fit?
If your books are falling behind, you're unsure of your monthly numbers, or you want to move from DIY to professional oversight, it's likely a good fit. We take on clients who want reliable financials without building an internal team.
what services are included in managed accounting?
We handle accounts payable, accounts receivable, monthly bank reconciliations, and financial statement preparation. Each engagement is scoped to your business size and complexity — we don't offer services you don't need.
how quickly can we get started?
We typically onboard new clients within two weeks. The process includes a review of your current setup, a clean handoff from your previous bookkeeper or software, and a clear timeline for your first reconciled month.
what software do you work with?
We work primarily with QuickBooks Online and Xero. If you use another platform, we can evaluate compatibility during our initial conversation. We don't force a migration unless it makes sense for your business.
do you take on any business, or do you have criteria?
We work best with small to mid-sized businesses that value accuracy and consistency over volume. We don't accept every inquiry — we look for owners who want a long-term relationship, not just a quick fix.
what does it cost, and how is pricing structured?
Pricing is a flat monthly fee based on the scope of work, transaction volume, and complexity. We provide a clear proposal before any work begins. No hidden fees, no surprise invoices.
Still have a question?
Reach out directly and we'll give you a straight answer.
Over 12 years of clean financial records — start yours today.
We keep a small client roster so every set of books gets the attention it deserves. Email us to begin.