For bookkeepers, CPAs, and anyone who runs the books, reconciles accounts, and grinds through month-end close. Paste a messy transaction export and Theron hands back a categorized, reconciliation-ready workbook, keeps the close on rails with a checklist and deadlines, and remembers each client's chart of accounts. She prepares and organizes; the final tax position and filing signature stay with your licensed CPA.
A categorized, reconciliation-ready close workbook with chart of accounts, categorized ledger, and a close checklist.
Turns a messy transaction export into a categorized, reconciliation-ready workbook with a clean chart of accounts
Keeps month-end close on rails with a close checklist and deadlines tracked on your calendar
Remembers each client's account structure so recurring work starts from where you left off
Turns a messy transaction export into a categorized, reconciliation-ready workbook with a clean chart of accounts Keeps month-end close on rails with a close checklist and deadlines tracked on your calendar Remembers each client's account structure so recurring work starts from where you left off Builds a meticulous operations workspace with sheets, deliverables, calendar, and brain in one place Organizes 1099s and ledger categorization so the books are filing-ready for review Prepares and organizes everything, then routes the final tax position and signature to your licensed CPA
A categorized, reconciliation-ready close workbook with chart of accounts, categorized ledger, and a close checklist.