01
Catch-up and Cleanup: For books that have fallen behind, or books that are current and still not in order to hand off. Ready for a CPA, for tax time, and for a lender review.
02
AP and AR: For invoices, bills, or both. So what is owed and what is due stays current.
03
Ongoing Books: For operations that need to stay current each month. So the backend stays out of the week.
Owners
You need the books done without building an accounting seat — monthly books, catch-up, cleanup, AP, AR — including when the file has to be ready for an underwriter to approve a loan.
CPAs
You need the client file current so the return or the review is not waiting on the books. Catch-up, cleanup, monthly. You keep the tax work. I keep the file.
