Bookkeeping & Monthly Close

Accurate categorization of all income and expenses.
 

 Ensure accounts are always balanced and accurate. 

 P&L, Balance Sheet, and Cash Flow reports you can actually use. 

 Fix messy books and bring records current. 

Organized books that make filing stress-free.
 

• No surprises at tax time.
• Accurate cash flow tracking.
• Confidence in making hiring, spending, or investment decisions.
• Compliance for lenders, investors, or grant funding.

•  Business owners who don’t have time to manage books.
• Companies needing to prepare for CPA/tax filings.
• Businesses scaling quickly and needing financial clarity. 
• Entrepreneurs tired of messy spreadsheets and inconsistent reporting.

• Experienced with QuickBooks Online and multiple industries.
• Knoxville-based with same-day communication.
• Processes built to save you time and reduce stress.
• Seamless integration with tax prep and CFO services.

Our monthly bookkeeping includes transaction categorization, reconciliations, financial statements, and month-end close — ensuring your books are always accurate and up to date.

Yes. Whether you’re a few months or several years behind, we specialize in catch-up work to get you compliant and organized quickly.

We primarily use QuickBooks Online, but can integrate with payroll and expense systems such as Gusto, Rippling, and Ramp.

We connect directly through QuickBooks Online and use secure cloud systems for statements, receipts, and tax documentation.

No — we work alongside your CPA or tax preparer to ensure your books are clean and accurate, making tax filing smooth and stress-free.