Bookkeeping and accounting for busy teams
From early childhood education agencies to small service businesses, we handle the books so you can focus on growing your impact
Our services
We know your time is limited. Accounting jargon and state rules should not slow you down. We’ve got you covered
Data & Books Cleanup
Start with a clean slate.
Review and clean-up of year-to-date books
Recording adjustments and fixing errors
Preparation for accurate monthly tracking and reporting
Systems + Integrations
Connect your financial tools the right way.
Configuration of accounting software and chart of accounts
Setup and integration of payroll systems
Setup and integration of tuition/childcare management systems
Setup and integration of bill pay and expense management platforms
Bookkeeping
Stay accurate and audit-ready with every transaction.
Weekly bookkeeping
Recording invoices, checks, deposits, payroll, and credit card charges
Categorization of transactions to the proper accounts and contracts
Month-end close with reconciliations and variance analysis
Accounts Payable & Bill Pay
Simplify payments and ensure accuracy.
Bill intake and processing through a streamlined bill pay platform
Weekly bill pay management
Expense categorization to contracts and general ledger accounts
Reporting on payables and cash flow impact
Financial Reporting & Compliance
Make decisions with confidence and stay in good standing.
Customized monthly reporting with contract earning and net reimbursable expense tracking and projections
Preparation of quarterly Attendance, Enrollment, and Fiscal reports
Annual preparation and filing of 1099s and property tax returns (if applicable)
Controller & Advisory
Expert guidance without the cost of a full-time hire.
Bi-weekly or monthly financial review meetings
Unlimited email and phone support
Coordination with auditors during annual financial statement audits
Annual budget creation and forecasting
Creation and maintenance of an Accounting Manual and process documentation
Tailored support for what you need
Not every business needs the same level of bookkeeping. That’s why we offer flexible packages to meet you where you are.
Advisory focused
For organizations that want to stay hands-on but need expert guidance.
We set up your systems and workflows.
You handle day-to-day entry, we review and reconcile.
We provide customized monthly financial reports that give you insight into the financial health of your business
Monthly check-ins to keep your books accurate and compliant.
Full service + advisory
For organizations who want a full-service accounting solution.
We manage your bookkeeping from daily transactions to monthly close.
Ongoing reconciliations, reporting, and advisory.
Audit-ready financials and clear insights without the extra lift.
Setup and manage bill pay
What our clients are saying
You're a force multiplier because you've allowed me to not have to think about the accounting. This has been worth every dollar.
Bryce L.
CEO at Thrust AI
Jordan's support in all things accounting has made me more confident and helped me take greater ownership.
Cathy B.
Executive Director at California Young World
I cannot tell you how much I appreciate you. It's such a huge relief off of me!
Elizabeth D.
Owner at Casa dei Bambini
Connect the dots
We set up and manage the accounting tools you rely on, so data flows smoothly and nothing gets missed
Ready for month-to-month clarity and no year-end surprises?
P.S. Not an early childhood education agency? We also support small businesses!
Specialized accounting for California early childhood education agencies and service-based businesses. We keep your books clean, your reporting clear, and your cash flow protected.
