Core Accounting
Books closed by business day 5. Taxes planned, not survived. One senior accountant who knows your business.
You get a named US-based lead accountant, a fixed close calendar, and a flat monthly fee agreed before we start. No hourly billing and no invoice for asking a question.
Certified QuickBooks ProAdvisor · Flat monthly pricing · Cancel with 30 days' notice
What's included every month
Monthly bookkeeping
Transactions categorized, bank and card accounts reconciled, and the chart of accounts kept in a shape that actually reports well.
Monthly close
Accruals, prepaids, fixed assets, and intercompany entries handled on a fixed calendar so your numbers are final when you need them.
Financial statements & reporting
P&L, balance sheet, and cash-flow statement delivered with a written summary of what moved and why.
AP & AR management
Bills scheduled and paid on terms, invoices issued on time, and receivables followed up before they age past collectible.
Payroll
Multi-state payroll runs, tax deposits and filings, W-2s and 1099s, new-hire reporting, and benefits deductions.
Tax compliance
Quarterly estimates, entity and state filings, sales tax nexus tracking, and help responding to IRS and state notices.
Startup tax compliance
Delaware franchise tax, R&D credit coordination on a flat fee, equity and 83(b) recordkeeping, and investor-ready books.
Advisory on request
Budgets, forecasts, and unit economics when you need a finance function rather than just accurate history.
Built for
Startups & funded companies
Investor-ready books, Delaware franchise tax, 83(b) and equity recordkeeping, and R&D credit coordination on a flat fee.
Medical, dental & behavioral health practices
Books and revenue cycle run by one team, so collected cash and the P&L finally agree — 1 to 25 providers, multi-site friendly.
Professional services firms
Project and client-level profitability, work-in-progress tracking, partner distributions, and clean multi-state filings.
Trades, retail & e-commerce
Job costing, inventory and COGS accuracy, marketplace and processor reconciliations, and sales tax filed in every state you owe it.
Problems we solve
You are running on last quarter's numbers
By the time the ledger catches up, the hiring and pricing decisions are already made. A business-day-5 close puts the decision back in front of the number.
The books do not survive contact with a lender
Reconciliations that never tied out, a chart of accounts nobody maintained, prior years that disagree with the returns. We rebuild it and keep it clean.
Compliance shows up as a penalty notice
Payroll registrations, sales tax in every state you owe it, 1099 deadlines. We track the calendar and answer every IRS and state notice for you.
You need senior judgment, not a headcount
A loaded controller seat runs six figures. What you actually need is ten hours a week of experienced review — at a flat monthly fee.
Your first 90 days
- 01
Days 1–30: take over cleanly
Access, software review, chart of accounts rebuilt where needed, and the first close run in parallel so nothing drops.
- 02
Days 31–60: close on the calendar
Books closed by business day 5 with a written summary of what moved and why, plus payroll and filings on our deadline calendar.
- 03
Days 61–90: make it useful
Reporting shaped to how you actually run the business, forecast set up, and a standing review with your lead accountant.
Benchmarked against the usual option
You get a named senior accountant leading a dedicated team, a fixed close calendar, and a flat monthly fee scoped before we start. Questions inside your scope don't generate an invoice.
| Capability | Part-time bookkeeper | NEXACC |
|---|---|---|
| Coverage when someone is out | ||
| Senior review of every close | ||
| Multi-state payroll and sales tax expertise | ||
| Fixed monthly cost, no benefits or payroll tax | ||
| Automation configured by a certified ProAdvisor | ||
| Named lead accountant you can email directly |
Security & compliance you can audit
- HIPAA Business Associate Agreement — signed before any PHI is exchanged
- Written Information Security Program (WISP) per IRS Publication 4557 and the FTC Safeguards Rule — available on request
- AES-256 encryption at rest · TLS 1.2+ in transit · six-year append-only audit logs
- Authorized IRS e-file Provider · EFIN 868369
Free audit of your books
Give us read-only access to your accounting file and we'll send back a written findings list: what's wrong, what it's costing you, and what to fix first. Free, and the findings are yours regardless of what you decide.
- Reconciliation gaps
- Misclassified accounts
- Aging receivables
- Payroll tax exposure
Get books you can make decisions on.
Thirty minutes, a clear read on where your books stand, and a flat-rate proposal within two business days.
Pick a time — 30-minute call