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Bookkeeping & Tax · Vancouver, WA · Portland, OR · Nationwide

Bookkeeping that keeps you audit-ready tax-ready and in control

Your revenue isn't the problem — your books are. We deliver clean, defensible financials through our proprietary Audit-Ready Clarity System, so you stop guessing and start leading.

5.0 Rating · 33 Reviews 75+ Years Experience $2M E&O Insurance

This Month

Reconciled100%
Remittances Matched100%
StatusAudit-Ready

$4,200+

avg. monthly leak we recover

The Hidden Cost

Is your bookkeeping quietly draining your business?

Most owners don't realize their books are broken until it costs them.

You're not struggling because your business isn't working. You're struggling because your bookkeeping isn't.

Misclassified expenses, unmatched deposits, and unreconciled accounts cause invisible profit leaks that compound every single month. And the IRS? Substantial omissions can extend an audit window to six years.

Get audit-ready today
Unreconciled books creating financial risk

Estimated Monthly Leak

$4,200+

in missed deposits & misclassified spend

Profit leaks out every month — until your books are clean, reconciled, and producing audit-ready financials. That's exactly what we fix.

If any of these sound familiar, your bookkeeping is already creating risk:

Insurance remittances that don't match your deposits
Patient payments recorded in the wrong periods
Unapplied EOBs and unresolved balances
Cash flow that never feels consistent
Payroll errors and misclassified expenses
A Chart of Accounts that hides your real numbers
Year-end panic because nothing is audit-ready
Fear the IRS will find something you didn't know was wrong
Our Process

The Audit-Ready Clarity System

Weekly bookkeeping built for medical offices and service businesses.

Most bookkeeping services record what happened. We make sure what happened is clean, compliant, and defensible — every week, not just at year-end.

Our flat-rate monthly service replaces tax-time chaos with year-round financial confidence. No surprise bills. No catch-up scrambles. No guessing.

Weekly bookkeeping accuracy checks in progress

Weekly Reconciliations

Your books stay accurate all month — no pile-ups, no surprises at close, no last-minute tax-season scrambles.

Insurance Remittance Matching

We track every EOB from insurer to bank to books. No more mismatched deposits or missing patient payments.

Reports You Can Use

Clear, decision-ready financials — not accountant jargon. Know your numbers without an accounting degree.

Clean & Audit-Ready

Every transaction categorized correctly. Every account tied out. Ready for your CPA, a bank, or the IRS.

Provider Revenue Clarity

Know exactly which services, providers, or departments are profitable — and which aren't.

Payroll Accuracy Check

Benefits, salaries, owner draws, and staff pay verified and recorded correctly every period.

Why it's different from ordinary bookkeeping

Most bookkeepers clean up after the fact. We work proactively — with Senior Tax Accountant oversight, weekly accuracy checks, and industry-specific processes that turn your bookkeeping into a strategic asset.

Book your free consultation
In Writing, Not Just Talk

Our six guarantees

Every promise below is written into your service agreement — not a slogan. If we fall short, you're covered.

01 · Accuracy Guarantee

We correct any errors we make at no extra charge, with full documentation provided.

02 · Month-End Timely Close

We deliver agreed closes on schedule. Miss the date? You receive a service credit.

03 · Price Lock Guarantee

Flat-rate pricing. Your monthly fee won't increase without 30 days' notice. No surprise hours.

04 · Audit-Ready Guarantee

Books prepared, documented, and audit-ready every month — with supporting workpapers if an issue is found.

05 · Security & Privacy Guarantee

Bank-level encryption, least-privilege access, and MFA on all portals. Never insecure transfers.

06 · Satisfaction Promise

Not satisfied in your first 30 days? We'll make it right or refund your initial setup fee.

Medical Bookkeeping

Chiropractors · Dentists · Therapists · PT Clinics · NP-Run Practices · Wellness Clinics · Nonprofits · Healthcare

Service Business Bookkeeping

Contractors · Trades · Consultants · Agencies · Home Services · E-commerce

Our clients' reviews inspired us the most to improve our services

We used to dread tax season. Now our books are clean year-round and the stress is completely gone.
Carlie Poole Carlie PooleGeneral Contractor, Poole Builds
They fixed months of insurance mismatches our last bookkeeper couldn't figure out. We finally have numbers we trust.
Dr. Michael Fong Dr. Michael FongOrthodontist, Fong Dental
They don't just reconcile — they find money we were losing. Their tax knowledge saved us a considerable amount.
Justin Byron Justin ByronOral & Maxillofacial Surgeon
The weekly clarity system is a game changer. My previous CPA never delivered what these folks provide monthly.
Taylor Reed Taylor ReedMedical Professional, Reed Wellness
Our Process

How our bookkeeping process works

From financial chaos to audit-ready clarity, in five clear steps.

01

Free Financial Health Evaluation

We review your bookkeeping, deposit flow, chart of accounts, and tax readiness. You leave with a clear diagnosis and a transparent flat-rate quote. No obligation.

02

Cleanup & Correction

We fix misclassifications, reconcile every account, and rebuild your Chart of Accounts so your reports actually reflect your business.

03

Weekly Accuracy & Monthly Reporting

We keep your books accurate throughout the month, close on schedule, and deliver reports you can actually use.

04

Strategic Guidance

We review trends, cash flow, and key categories so you know what to do next — not just what happened last month.

05

Ongoing Peace of Mind

Your books stay clean, documented, and audit-ready every month — ready for your CPA, a bank, or the IRS, any time.

Recurring every month
FAQ

Frequently asked questions

Everything you need to know before you start.

Still have questions?

Talk to a real bookkeeper — no call center.

Talk to us

It means your books are clean enough to hand to the IRS, a bank, or your CPA today — without panic. Every transaction is categorized correctly, every deposit is matched, every account reconciled, and supporting documents attached.

We specialize in two areas: medical offices (chiropractors, dentists, therapists, PT clinics, NP-run practices) and service-based businesses (contractors, trades, consultants, agencies, e-commerce).

Yes — we're based in the Vancouver, WA and Portland, OR area and serve local clients in person and remotely. We also serve small businesses across all 50 states using secure remote tools.

Most bookkeepers record what happened. We deliver tax-ready bookkeeping built around compliance and proactive decision-making — industry-specific Charts of Accounts, reconciliation, weekly accuracy checks, and audit-ready documentation.

Our pricing is flat-rate monthly, based on transaction volume, payroll complexity, and number of accounts. After your free evaluation, you'll receive a clear proposal with a fixed monthly price.

Yes. We use bank-level encryption, secure client portals, least-privilege access controls, and multi-factor authentication on all portals. We never request sensitive data via email.
Free Financial Health Evaluation

Your books should be a business asset — not a source of stress

A no-pressure, no-obligation review of your books, deposit flow, and tax readiness. You'll leave with a clear diagnosis, a concrete plan, and a transparent flat-rate quote.

Based in Vancouver, WA & Portland, OR · Serving all 50 states