Services · Redding, CT
Eight lines of work, each with its own price and its own finish date. Pick one, or take the Full Close and let the desk run the month. Everything is invoiced when the work is delivered.
The core of the desk
Checking, savings and money-market accounts matched to the statement, penny for penny. Outstanding checks and deposits in transit are listed by date, never rolled into a plug.
Every charge matched to a receipt or a reason. Personal spend gets pulled out of the business books and flagged for you, not quietly absorbed.
Stripe, Square and Clover pay out less than you sold. We split each payout back into gross sales, processor fees, refunds, tips and chargebacks, so deposits match the bank and sales match the till.
one account is a fine place to begin; the desk grows with the folder
When the file has gotten away from you
Uncategorized spend sorted, duplicates struck, undeposited funds cleared, vendor names made consistent, opening balances corrected. Your chart of accounts stays yours; it just becomes one you can read.
What lands on your desk, and your CPA’s
Profit & loss, balance sheet and cash flow with the reconciliation reports attached and a short note on anything unusual that month. Delivered by the 10th when statements reach us by the 3rd.
Taxable and exempt sales lifted out of the ledger and laid out for the filing you submit. We prepare the paper; we don’t file the return.
1099 vendor list, adjusted trial balance and a tidy file in January, so your CPA starts from a finished set of books rather than an inbox.
Not sure which line you need?
twenty minutes on the phone usually settles it
Bundled, so the month runs itself
For one bank, one card
Most picked
For books months behind
Plainly, what we do and don’t
Billing is by invoice, per engagement, paid by ACH, check or card. No autopay, no cart. Desk hours Mon–Thu 8:30am–5:30pm, Fri to 3pm.
tell us the accounts; we’ll write back with a price, not a pitch
