Strategic Bookkeeping
The Foundation of Scale
Systems Integrity & Proactive Visibility.
At the $300k–$750k revenue tier, bookkeeping is no longer an administrative chore; it is the structural bedrock of your firm. We provide the technical adroitness required to move beyond passive data entry, establishing a single source of truth that allows you to lead with precision.
(Rates start at $400/month)
A BORDERLESS FINANCIAL ENGINE
We implement a borderless, location-independent tech stack designed for absolute control and minimal administrative friction. By standardizing your infrastructure on QuickBooks Online, Double, and Proton, we ensure your data is secure, accessible, and integrated with the highest levels of technical integrity.
While not mandatory, we may recommend other tools to automate structures and enhance transparency. This modern system allows you to manage your firm’s finances with confidence, regardless of where your work—or your life—takes you.
CONSISTENCY IN MOTION
Our boutique model ensures you are never just a number in a queue. You are assigned a constant, dedicated professional who builds a deep understanding of your business’s unique quirks and preferences, preventing the disconnect common in high-volume practices.
The Workflow:
Weekly Governance: All document uploads and inquiries are centralized in a dedicated client portal, eliminating the confusion of disjointed email threads. You receive automated notifications each week to review pending questions, ensuring your records remain accurate in real-time.
The Advisory Pulse: Depending on your preference, we meet monthly or quarterly via video call to review your P&L, cash on hand, and strategic questions.
Correcting for Drift: We proactively identify and resolve "must-fix" issues, such as co-mingled personal expenses, while advising on tax-deductibility and profitability improvements.
Case Study: The Profit Reorganization
An established wellness clinic generating 7-figures was struggling to pay its owner despite high revenue and intensive daily involvement. After bringing their books to an audit-ready standard, we identified the root cause: a flawed compensation model where practitioners were receiving a salary plus a high percentage of profit sharing. This system worked for a start-up, but it drained the owner as the practice scaled.
The Result: By reorganizing the incentive structure, the owner’s personal pay more than doubled within a year, and overall firm profitability increased by 30%.
Technical Accuracy is the Floor.
Strategic Insight is the Ceiling.
We bridge the gap between your ledger and your life by identifying the structural flaws that hide in plain sight.
BOUTIQUE PARTNERSHIP. LIMITED CAPACITY.
To maintain our standard of high-touch stewardship and technical integrity, we partner exclusively with businesses that value proactive financial governance.
