Small Business Accounting that Feels Easy
Monthly close that’s lender-ready, tax-aware from day one, and tailored to marine & coastal businesses. You get clean numbers, clear dashboards, and no surprises at year-end.
What’s Included (and why it helps)
Monthly Close
Reconciliations, accruals, and lender-ready financials—no year-end scramble.
Sales/Use & Local
FL DR-15 filings, local surtax, and multi-state nexus guidance.
Paperless AP • AR
Bill pay approvals, receipt capture, and customer invoicing.
Payroll Coordination
Gusto/Rippling/QB integrations; W-2/1099 support; GL sync done right.
Dashboards
Cash runway, job margins, and seasonal yard-period metrics.
Clean-Up & Catch-Up
Historical fixes and documentation rebuild for confidence.
Simple Packages
| Plan | Best for | Includes | From |
|---|---|---|---|
| Essentials | Solo / lean teams | Monthly close + basic reporting | $ |
| Growth | Growing marine SMBs | Essentials + AP/AR + sales/use filings | $$ |
| CFO-Lite | Lender/board-focused | Dashboards + cash-flow + reviews | $$$ |
How we get you from messy to lender-ready
Discovery & Scope
15-minute call + doc snapshot. We confirm entities, states, volume, and goals.
Clean-Up / Setup
Chart of accounts, integrations, historical fixes, workflow rules.
Monthly Close
Recons, accruals, management reports—same week every month.
Quarterly Review
Tax projection, equipment timing, cash planning, and adjustments.
Tech stack we love
QuickBooks Online for GL, Gusto/Rippling for payroll, Bill/Melio for AP, and Dext/Hubdoc for receipts. We’ll meet you where you are.
Prefer hands-off?
We’ll run the monthly rhythm and send a short video summary with your reports.
Show me a sample packWhat you’ll need
Last year’s return, YTD P&L/BS, and last 3 months of bank/CC statements. Optional: payroll and sales tax details.
