The software does the busywork.
A person checks everything that matters.
Most bookkeeping firms pick one side: cheap software nobody checks, or a person typing in every line by hand. We do both, so the work is fast and you can trust it.
AI sorts every transaction
Each bank and card line is categorized as it comes in, using your business's own history and rules.
A bookkeeper reviews it
Anything unusual is flagged for a person, and we spot-check a random sample of the rest. Nothing posts without our approval.
Your month, closed and signed
Accounts reconciled, a clean P&L and balance sheet, and a short note in plain English. A named bookkeeper signs every close.
Your books, on your phone.
Our review, behind every number.
Every client gets the same software we use. These screens come from the system that runs your books, shown here with sample data.
Built for owners too busy
to open QuickBooks.
You don't log in to software to do our job. You answer a quick question when we need you, and you always know where your numbers stand.
Questions answered in a tap
When something needs your input, you get one clear question with the transaction attached. Answer it in seconds, from your phone.
A readiness meter
See at a glance how close this month is to done, and what's still waiting on you.
Early warnings
Duplicate charges, missing deposits and odd spending get caught during the month, not at tax time.
Your own client portal
Reports, documents and month notes in one secure place. Sign in with a one-time email link, no password to remember.
Your approval, always
Changes you suggest are proposals until we've checked them. Every step is logged with who did it and when.
A local person you can call
The AI never replaces your bookkeeper. You know who's doing your books, and he's right here in Jacksonville.
Three kinds of businesses.
One standard of clean books.
We focus on owners with lots of transactions and no time, which is where software alone falls short.
Step Up for Students schools
Scholarship deposits matched to your student roster, tuition tracked cleanly, and records kept ready for the state's reviews.
Jacksonville small businesses
Monthly books, reconciled accounts and a clear picture of cash, for owners who'd rather run the business than the books.
Home-service companies
HVAC, plumbing, roofing, cleaning and more. Materials sorted to the right job, so you can see which work actually makes money.
Cleaner books.
A happier CPA.
Tax season shouldn't start with a shoebox. Your CPA gets a tidy, checked set of books every year, which means fewer questions, fewer surprises and less billable cleanup time for you.
Local bookkeepers.
Modern tools.
Your local point of contact. Paul is the person you meet, call and work with every month.
A former Certified Financial Planner and enrolled agent, with thirty years as a financial planner and independent RIA and deep tax experience. David builds the software that does the busywork, so Paul's time goes to you.