A conversation
Write us from the contact page. We will ask how you invoice, where receipts live, who runs payroll, and what your tax person needed last year. If the firm is a poor fit, we will say that before anyone logs in.
How it works
You should be able to explain this to a partner in two minutes.
Most of the work lives in a private portal. A person at the firm does the books. A small program on your computer is optional, and only if you want a folder to empty itself into the portal.
A portal login
You get a private account. That is where you upload files, read messages, see statements, watch bills, and work year-end. Questions go here so they are not lost in a long email thread. You can still call.
An optional program on your computer
If invoices and scans already sit on one machine, you can install a small program and name one folder. Files you drop there are copied into the portal scan queue. You install it. You can uninstall it. It does not run in secret. The honest list of what it touches.
The month
Your bookkeeper works the file, asks about strays, and posts statements. You approve bills that should be paid. If something is late or odd, you will see it in the portal instead of hearing about it in April.
Year-end
We pack a packet for your tax preparer. You can download it from the portal. We stay available for questions. We do not file the return unless a later agreement says we will, and this site does not claim that.
Who does what
Clear lines keep a month from turning into a muddle.
You
Run the shop. Send invoices and bills, or drop them in the folder you chose. Answer a short question when a receipt is unclear. Approve payments you want made. Call when it is easier to talk.
The firm
Keep the books. Reconcile accounts. File what you send. Write in the portal in full sentences. Pick up the phone. Pack year-end. Tell you when something does not add up.
The portal, on purpose
Email is a poor filing cabinet.
A portal is not there to make the work feel modern. It is there so a bill, a question, and last month’s profit and loss live in one place you can open on a Tuesday.
You can log in from the portal login page. The first version of the login is a sample. It does not check a real password yet.
If you want to walk through a sample month, text us.
605-622-0001. We will not ask you to sign anything on this website.