Financial Infrastructure Built for Scale.
We don’t just record history; we build the systems that help you write your business’s future.
The Three Pillars
Pillar 1: System Architecture & Clean-Up
The Goal: To turn financial chaos into a pristine, automated foundation.
Historical Reconstruction: Catch-up bookkeeping for businesses 6–24 months behind.
Tech Stack Integration: Seamlessly syncing QuickBooks Online (QBO) with your specific platforms (Peek, FareHarbor, Airbnb, Guesty, etc.).
Custom Chart of Accounts: Designing a ledger that actually makes sense for your specific industry (Adventure, STR, or Service).
Diagnostic Review: A deep-dive audit of your current books to find and fix "hidden" errors.
Pillar 2: Precision Monthly Oversight
The Goal: To provide the "Quiet Realism" of accurate, audit-proof data every 30 days.
Transaction Categorization: Surgical precision in tracking every dollar in and out.
Platform Reconciliation: Verifying that what the platform says they paid you matches what hit your bank.
Sales & Lodging Tax Management: Tracking and reconciling taxes to ensure compliance across multiple jurisdictions.
Accounts Payable/Receivable: Streamlining your bills and ensuring you get paid on time.
Pillar 3: Advisory & Growth Intelligence
The Goal: To turn your data into a dashboard for confident decision-making.
Unit-Level Reporting: Seeing exactly which property or tour is your most (and least) profitable.
Cash Flow Forecasting: Predicting your "lean months" and "peak months" to manage reserves.
Key Performance Indicator (KPI) Tracking: Monitoring the metrics that actually drive your growth.
Strategy Sessions: A dedicated 1:1 call to review your trajectory and plan for acquisitions or expansions.
Industry-Specific Add-Ons
Adventure/Tour
Equipment depreciation schedules, guide 1099-NEC management, and seasonal labor cost tracking.
Short-Term Rental
Security deposit liability tracking, cleaning margin analysis, and multi-state lodging tax nexus audits.
Service & Trade
Job costing, project profitability tracking, and payroll integration.
How We Work
The Strategy Session: We jump on a call to map your current tech stack and identify your "trailblocks."
The Onboarding: We build your custom architecture and clean up your historical data.
The Monthly Rhythm: You receive your "Profit-Ready" reports, and we meet to discuss the path forward.
The "Investment"
Note: "All of our packages are customized to your specific transaction volume and the complexity of your tech stack.
We don’t believe in 'one-size-fits-all' finance."
Clean-Up Projects
Custom Quote (Based on volume and complexity).
Monthly Infrastructure
Starting at $349/mo.
Full-Service Growth (Bookkeeping + Advisory)