New: AI Back Office Setup from $795. See how it works
A clean P&L is not the same as knowing where the money came from.
Most bookkeeping stops at the company level. Revenue up here, expenses down there, a number at the bottom. That tells you whether the year worked. It does not tell you which job ran over, which crew is profitable once you load their burden, which property is carrying the portfolio, or which location is quietly losing money.
That layer underneath is the work we do. It is the difference between finding out in March and knowing in week three.
Industries we know cold
Job costing, work in progress, retainage, and change orders that actually make it onto an invoice.
Real estate and property management
Entity by entity reporting, draw schedules, and Buildium kept in agreement with your books.
Commission splits, booth rent, and profit by stylist, chair, and location.
Medical, dental, and aesthetics
Provider compensation, management company structures, and profit by provider.
Professional and service businesses
Multi state payroll, partner distributions, and books clean enough for a lender or a buyer.
How working together actually goes
01. A 20 minute call
We find out what you are running, what is breaking, and whether we are the right fit.
02. We open the books
A look at your current file, your entities, and how work gets tracked today. You get a written picture of what is there and what is missing.
03. We clean it up
Chart of accounts rebuilt around jobs, locations, or entities. Prior periods fixed. Systems connected.
04. Then it runs
Automation keeps your books current all month. Julia reviews the close, and you always know where you stand.
AI speed. CFO judgment.
Julia reviews every close
No number reaches you until someone who has done this since 2011 has checked it.
AI does the repetitive work
Transactions categorized, accounts reconciled, and anything unusual flagged as it happens, not at month end.
Faster answers, same depth
Job costing, commission splits, and multi entity reporting arrive sooner, so you find out in week three, not March.
Your data stays protected
Access controlled systems, and AI tools whose terms do not allow training on your data.
Ready to stop guessing and start knowing?
You should not have to carry the finances alone.
We bring the structure and the second opinion. You go back to running the jobs, leading your team, and building the thing you started.
Send Us a Message
Let’s Bring Clarity to Your Financials
Contact us and find how our services can benefit your company.
Nationwide
We work in QuickBooks Online, Gusto, Buildium, ServiceTitan, Boulevard, Vagaro, Mindbody, and Booker.
