BOOKKEEPING

    You'll deal with the books in January.

    You said that last year too. We reconcile every account, every month, close on time, and hand your accountant clean books instead of a shoebox.

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    WHAT BEING BEHIND ACTUALLY COSTS

    Behind books cost more than you think.

    None of this is a bookkeeping problem by the time it shows up. It's a decision problem. It just started as a bookkeeping problem.

    01

    Your accountant bills the cleanup

    It costs more to untangle a year than to file a clean one. You pay that difference every spring.

    02

    You price the next job on a feeling

    If you can't see what the last one made, the bid is a guess wearing a number.

    03

    The lender asks and you don't have it

    Two years of financials, this week. That's not a thing you can produce in a weekend.

    04

    You pay tax on unchecked numbers

    Nobody reconciled it, so nobody caught what was coded wrong. You still owe on it.

    THE WORK

    What we actually do.

    01

    Every account reconciled, every month

    Bank, cards, loans, lines of credit, whatever processor you run payments through. Not most of them, and not at year end.

    02

    Coding that means something

    Categories set up for how your business actually works, so materials are materials and a job cost is a job cost. This is the part that decides whether your reports are worth reading.

    03

    Month-end close on a schedule

    You'll know when it's done, because it's done at the same time every month.

    04

    Ready before your accountant asks

    The point of doing this through the year is that tax season stops being an event.

    INCLUDED, NOT AN UPSELL

    And you can see it without asking us.

    Every bookkeeping client gets Velocity CFO, the same software our CFO clients use. Your numbers, readable, updated as the books are.

    Not a PDF once a quarter that's already out of date when it lands. If your bookkeeper corrects last month in week three, what you're looking at corrects too.

    ASKING US THINGS

    You can ask us things.

    INCLUDED

    Any question about your books or your reports

    As often as you like. Answered within one business day, by the person who actually did the work, not a ticket queue.

    A 30-minute call each month

    To go through the month's numbers together.

    Open office hours every week

    If you'd rather just show up and ask.

    Not included

    Business advice

    Whether to buy the truck. How to price the next job. What next year should look like.

    That's a different kind of help and it's a different service. We'll tell you plainly when you've crossed that line rather than guessing at an answer we haven't done the work to give.

    That's Velocity CFO
    TWO DIFFERENT PROBLEMS

    Which one are you?

    CURRENT

    Bookkeeping

    Your books are behind, messy, or eating your evenings.

    You need them right, and you need them right before tax season.

    Velocity CFO

    Your books are already fine and you still can't tell which jobs make money.

    You don't need someone to do the books. You need someone to read them.

    See Velocity CFO

    Plenty of people start with the first and move to the second. That's the normal order.

    Talk to us before you decide anything.

    Tell us what shape your books are in. We'll tell you what it takes to get them current and what it costs to keep them that way. No obligation and no pressure.