Your accounting runs itself.
Your numbers stay clean.
Smart automation with expert financial oversight
We connect platforms like QuickBooks or Xero, plus Dext and A2X, so your financial data flows automatically into accurate, organized records every month.
Reports delivered by the 15th. Every month. No exceptions.
847
transactions reconciled last month
15th
books delivered every month by
90%
of accounting automated
What’s Included
What Automated Accounting Includes
Accounting
Transactions categorized and accounts reconciled every month. Your books stay clean, organized, and tax-ready year-round.
Automation
QuickBooks or Xero, Dext, and A2X do the heavy lifting. Receipts, bank feeds, and eCommerce settlements flow into your books automatically.
Reporting
Profit & Loss and Balance Sheet delivered by the 15th. Every month. No exceptions.
Oversight
Every month reviewed by a finance professional before anything reaches you. Exceptions are flagged, questions are batched, and the numbers are checked.
Year-End Package
Clean, reconciled financials delivered to your CPA by January 31. Your tax preparer gets organized records, not a shoebox of receipts.
How It Works
How We Run Your Accounting
Here’s exactly what happens when you come on board.
We Set Up Your Financial Foundation
Week 1We connect QuickBooks or Xero, plus Dext and A2X. We map your chart of accounts and configure automation rules so your data flows from day one.
We Keep Your Books Accurate
MonthlyEvery transaction categorized. Every account reconciled. Exceptions reviewed and resolved by your accountant. Always tax-ready.
Your Monthly Financial Package
By the 15thP&L, Balance Sheet, and a real-time dashboard. Delivered by the 15th of every month. You always know where you stand.
We Help You Plan What Comes Next
Growth pathAs your business grows, so does your finance function. Add reporting for KPI dashboards and variance analysis, or advisory for CFO-level guidance.
Your Stack
The tools we connect on day one
QuickBooks Online
General ledger and financial reporting
Dext
Receipt capture and expense categorization
A2X
eCommerce and payment reconciliation
Stripe
Payment processing integration
Shopify
Storefront and sales data sync
Amazon
Marketplace settlement reconciliation
Is This Right for You?
Is This the Right Fit?
If your books are behind, your reconciliations are a mess, or you’re spending hours on accounting that should take minutes. This is where you start. We take it from here.
Most clients are fully onboarded within 1–2 weeks.
eCommerce accounting
Common questions about eCommerce accounting.
Because most bookkeepers import Shopify as a single daily deposit and call it done. That misses gift cards, refunds, sales tax, processor fees, and shipping income — all of which are supposed to be booked separately. The result: a P&L that shows revenue but not the real gross margin, and a year-end reconciliation that takes weeks to untangle.
Your books should never be a
problem you think about
Start with clean books. Build from there.
No long-term contracts. Cancel anytime.