• Modern Cloud Integration: We connect securely to operational tools like Stripe, Relay, and payroll engines to keep systems unified.

• Automated Transaction Categorization: We pull feed details from modern platforms to sort expenses correctly without requiring your time.

• Monthly Bank Reconciliations: We verify that your QuickBooks ledger matches your bank balances perfectly to ensure tax-ready data accuracy.

• Financial Statement Delivery: We provide clean balance sheets and profit and loss statements to keep you informed every single month.

• Prior-Period Data Locking: We secure your historical financial books once closed to prevent accidental data changes or audit mismatches.

• Year-End Book Closing: We prepare smooth adjustments and close your balances cleanly to transition directly into tax prep season.

For us to handle your monthly books, you must use either use or be willing to transfer to Digits or QuickBooks Online.