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Monthly, without exception. Construction and manufacturing businesses deal with project-based cash flow, variable job costs, and vendor timing that make monthly reconciliation critical. Waiting until tax season means you are always flying blind on the decisions that matter most during the year.
When owners can't trust their books, they can't trust their decisions. They're guessing at job profitability, reacting to cash flow surprises, and handing their CPA a mess at tax time. Foundation fixes the foundation — reliable monthly books that give you and your CPA a clean, current picture every single month.
Reconciles all bank accounts, credit cards, and loans — every account, every month, no gaps
Delivers a complete monthly financial package: P&L, balance sheet, and AR aging report
Matches the bookkeeping platform to your business — QB Online, Xero, or others — never forced
Provides real-time third-party read access for your CPA or advisor, enabled as standard
Guarantees a 48-hour email response — reliable communication, every time
Applies human review to every entry — no unreviewed automated matching
Your CPA spends their time advising you — not cleaning uplast year's records
You know where the business stands at the end of everymonth, not just at tax time
Job costing, payroll, and sales tax complexity is scoped intoone transparent monthly number — no surprise add-ons
You have a clean, consistent financial record your bank, CPA,and partners can trust
At the Foundation tier, monthly bookkeeping includes full reconciliation of all bank, credit card, and loan accounts, plus delivery of a P&L, balance sheet, and AR aging report. Your CPA gets read access as standard. Every entry is reviewed by a human — no automated matching is left unreviewed.
Every engagement begins with Peak Start™ onboarding so the work starts clean, clear, and organized. Peak Start™ fees depend on the complexity of the project and are agreed to before the first invoice. For smaller businesses, the scope is kept right-sized and affordable — but the structured start is essential. No surprises.
We match the platform to your business — QB Online, Xero, or others. We will never force a platform migration that disrupts the way your business operates.
Foundationis where clarity starts. If your books are behind or your CPA is spending toomuch time cleaning up instead of advising, let's talk.