The Foundation Protocol
Reliable
Bookkeeping.
Cleanup your messy books and implement automated workflows. We provide tax-ready financials for Southeast businesses with $5-15M in revenue.
Core Capabilities
The Compliance Engine
Reconciliation
Monthly bookkeeping and bank reconciliation to ensure every penny is accounted for and compliant.
QuickBooks Setup
Proper setup and maintenance of your cloud accounting software for automated, real-time visibility.
Tax Readiness
Pristine tax packets delivered to your tax professional by January 31st every single year. No exceptions.
KPI Dashboards
Monthly financial statements with basic dashboards so you can see your P&L, Balance Sheet, and Cash Flow at a glance.
Clean books are the foundation of growth.
Stop running your business in the dark. Let's get your records audit-ready and compliant.