Books built to be used, not just filed.
Monthly accounting with controller-level oversight — a close that lands on schedule, reconciles cleanly, and produces statements your management team, your lender, and eventually a buyer can rely on.
- Monthly Operations
- Structure & Cleanup
- Oversight & Coordination
You may recognize this
The monthly close happens whenever it happens, and rarely the same way twice.
You are three or more months behind, or you are catching up from a prior provider.
The chart of accounts has grown by accretion and no longer maps to how you run the business.
Multiple entities or locations are reported separately, with no clean consolidated view.
Your tax preparer spends the first several weeks of the year fixing the books.
You suspect the financials are broadly right but would not want them examined closely.
What the engagement covers.
Monthly Operations
- Monthly bookkeeping and general ledger management
- Bank, credit card, and balance-sheet reconciliations
- Accounts payable and accounts receivable oversight
- Monthly close management on a published calendar
- Financial statement preparation
Structure & Cleanup
- Catch-up and cleanup accounting
- Chart-of-accounts design and rebuild
- Multi-entity and multi-location reporting
- Accounting workflow and internal-control improvements
- Accounting-system implementation and optimization
Oversight & Coordination
- Controller-level review and oversight
- Payroll and tax-provider coordination
- Tax-ready books and year-end support
- Documentation of recurring entries and accounting policies
- Handoff-ready records for lenders, buyers, and diligence teams
What changes.
A close that finishes on a known date every month, without chasing.
Reconciled accounts and a balance sheet that stands up to scrutiny.
Reporting segmented the way you actually manage — by entity, location, or line of business.
A shorter, cheaper, less painful year-end for you and your tax adviser.
Records that will not become the bottleneck when a lender or buyer starts asking questions.
A defined sequence, with a clear endpoint.
- 01
Diagnose
Review the current books, systems, and close process. Establish what needs cleanup, what needs restructuring, and what is already working.
- 02
Clean up
Bring the ledger current, reconcile the balance sheet, and correct historical treatment where it matters for reporting or a future transaction.
- 03
Restructure
Redesign the chart of accounts, entity structure, and reporting segments so the output is genuinely useful to management.
- 04
Maintain
Run the monthly cycle on a published calendar with controller review, and deliver a consistent statement package each period.
Books behind, or not built for what comes next?
Cleanup and restructuring work is scoped after a review of the current state — not estimated blind.