Accounting support that meets you where you are.

Start with the books. Add reporting, analysis and experienced Controller-level support when your business needs it.

SJC Accounting and Finance notebook and pen

A PRACTICAL FIRST STEP

Accounting Health Check

A focused review designed to identify what is working, what needs attention and what to prioritize next.

Fixed fee$495

Clean Books

Accounting & Bookkeeping

Hands-on support for the accounting work that keeps your business running and your records reliable.

Transaction coding and general ledger maintenance
Bank and credit card reconciliations
Accounts payable and vendor support
Customer invoicing, accounts receivable and collections follow-up
Recurring and adjusting journal entries
Month-end close and balance-sheet reconciliations
Accruals, prepaids, fixed assets and debt accounting
Payroll entries and payroll-to-GL reconciliation
Year-end cleanup and CPA coordination

Cleanup, Catch-Up & Setup

For books that need attention—or businesses ready for a cleaner accounting foundation.

Catch-up bookkeeping and historical cleanup
Chart of accounts setup or redesign
New-business accounting setup
Opening balances and system conversions
Accounting-system and workflow cleanup

Clear Insight

Financial Reporting & Insight

Financial information translated into something useful for running the business.

Financial statement preparation
Management reporting
Cash-flow analysis
Budgeting and forecasting
Variance and trend analysis
Financial modeling and decision support

Confident Decisions

Controller & Advisory

Experienced accounting leadership without needing a full-time Controller on staff.

Close oversight and accounting review
Process and internal-control improvement
Accounting policies and procedures
Cash and working-capital visibility
Accounting team guidance and support
Business planning and special projects

HOW PRICING WORKS

Pricing is based on what you actually need.

Every business is different. We’ll define the scope and provide clear pricing before work begins.

Ongoing accounting services are generally provided for a fixed monthly fee. Project and advisory work may be quoted as a fixed fee or hourly depending on the engagement.

Cleanup, catch-up and setup work is quoted as a fixed project after an initial review. Special projects are scoped individually.

No surprise invoices. No paying for services you don’t need.

You don't need to know which service you need.

Tell me what's working, what's frustrating you and what you're trying to accomplish. We'll start there.

Schedule a Conversation