Behind on your books? We'll get you caught up.
We clean up and catch up messy bookkeeping for businesses in the US and Canada. AI handles the sorting and matching, and our accountants review every account before you see it.
20+ years combined experience · QuickBooks Online & Xero · US & Canada
Catching up 2025
7 of 12 months doneExample project
AI for speed. Accountants for accuracy.
Connect
We link your bank, card, payment and payroll accounts and collect missing statements.
Sort and match
AI categorizes transactions and matches deposits to invoices and receipts to expenses.
Review
An accountant checks every flagged item and asks you only what we can't answer ourselves.
Deliver
Reconciled accounts, clean financial statements and a summary of every change.
Nothing is posted to your books without an accountant's sign-off. A typical 12-month catch-up takes two to four weeks.
Clean-up & catch-up
Months or years of missing or messy bookkeeping, brought current and reconciled for a fixed fee agreed before we start.
- Any number of months or years
- Bank, card and loan reconciliations
- Receivables and payables fixed
- Chart of accounts rebuilt
- Moves from spreadsheets or old software
- Tax-ready books for your CPA
Monthly bookkeeping
Once you're current, we close your books every month so the backlog doesn't return.
Accounting & reporting
Accrual-basis financials and reporting across multiple entities and currencies.
Fractional CFO
Budgets, cash forecasts and board reporting, built on numbers you can trust.
Four industries we know well
Sports clubs
Season fees, tournaments, grants and sponsorships, recorded so each season shows its real result.
Real estate
Separate books for each property, tenant deposits, owner statements and mortgage tracking.
Clinics
Insurance and patient payments matched to claims, and practitioner splits handled correctly.
SaaS
Stripe reconciliation, deferred revenue and MRR reporting ready for investor review.
One team for books on both sides of the border
Common questions
How is pricing set?
A fixed fee based on how many months are behind and how many accounts you have. You get it in writing after a short call. We don't bill hourly.
Is it safe to use AI on my financial data?
AI only suggests categories and matches. An accountant reviews and approves every entry, and we use read-only access to your accounts wherever possible.
I'm missing receipts and statements. Can you still help?
Yes. We pull what we can directly from your banks and vendors and give you a short list of anything only you can provide.
Do you file taxes?
Our focus is the books. We deliver tax-ready financials to your CPA, or can coordinate filings for you.
Tell us how far behind you are.
We reply within one business day to set up a 30-minute call.