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United States / Services / Software we work in

United States services

Software we work in for US businesses

We work inside the system you already use. No migration you did not ask for.

What we cover

One page per intent — search the one that matches, or start with the fit call.

QuickBooks bookkeepingDay-to-day bookkeeping inside QuickBooks Online, kept reconciled.
QuickBooks cleanupUndoing a file that has drifted — duplicates, misposts, an unreconciled bank feed.
Xero bookkeepingBookkeeping in Xero, with the bank feeds and rules actually maintained.
Xero migrationMoving to Xero with balances that tie to the period you left behind.
NetSuite bookkeepingTransaction and reconciliation work inside NetSuite.

How the work runs

A named person on our team owns your file; software carries the transaction-level grinding underneath their review. We work inside the system you already use — never a platform of our own that your data has to move through.

  • QuickBooks
  • Xero
  • NetSuite
  • Sage
  • Zoho Books
  • Bill.com
  • Gusto
  • Dext

Where this stops, and who picks it up

We are a consulting firm — licensed work runs through partner CPA firms. Here is the licence line in the United States, stated before you buy anything — each of these is carried out by your CPA or enrolled agent:

Stays with your CPA or enrolled agent

  • Issue compilation, review or audit reports — those are restricted to licensed CPA firms.
  • Prepare or file federal or state tax returns.
  • Represent you before the IRS, or respond to notices on your behalf.
  • Determine sales-tax nexus, or worker classification.
  • Advise on which entity to form, or draft formation documents — that is legal work.

Questions worth asking before you start

Will you deal with the Internal Revenue Service on my behalf?

No. We are a consulting firm — licensed work runs through partner CPA firms. Anything that means dealing directly with IRS — filing, correspondence, representation — stays with your CPA or enrolled agent. What changes is how much work it is for them: they open a file that is already reconciled and coded, not one they have to rebuild first.

Who actually does the work — a person or an AI tool?

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

Do you migrate us onto new software, or work in what we already have?

We default to working inside what you already run. Migration only happens when you ask for it — Xero migration is its own listed service because a move needs its own plan, not a side effect of onboarding.

Our file is a mess — duplicates, an unreconciled bank feed, months of drift. Can you fix it in place?

Usually yes. Cleanup work starts from the file as it exists, not a fresh company file — QuickBooks cleanup and the general chart-of-accounts cleanup service both work this way.

Start with a look at the actual file.

Read-only access and a written note on what we found. Free, and the fastest way to know whether we are useful to you.