Books
Clean books, always current — not a year-end scramble.
Bookkeeping operations — transactions categorized, accounts reconciled, receipts filed, month-end closed on time. CPA-ready books, kept current by agents.
What we usually find
Most small-business books get done in a panic before tax season: receipts in a shoebox, categories guessed months later, and a CPA billing cleanup hours before any real work starts. Worst of all, the owner never knows what the business actually made this month — only what it made last year.
How we work
Clean the foundation
Chart of accounts rationalized, historical miscategorizations fixed, rules written down — so everything after lands in the right place.
Categorize continuously
Agents categorize transactions weekly against your rules, flagging only the genuinely ambiguous ones for a human call.
Reconcile and close monthly
Bank and card accounts reconciled, receipts matched, month closed on a fixed date — with an owner report in plain language.
CPA-ready handoff
Year-end, your accountant receives clean books instead of a cleanup project. We run the bookkeeping operations; your CPA reviews and files.
Sub-services
Delivered through AI orchestration plus our curated expert network for specialized execution.
- Transaction categorization
- Bank & card reconciliation
- Receipt capture & filing
- Accounts-payable coordination
- Month-end close
- Owner P&L snapshot
- QuickBooks / Xero administration
- Year-end CPA package
Deliverables
- Clean chart of accounts
- Weekly categorized transactions
- Monthly reconciliation + close
- Monthly owner report
- Year-end CPA handoff package
Who this is for
- Owners who learn their numbers once a year
- Businesses whose CPA bills cleanup hours
- Anyone with a receipts shoebox, digital or literal