An accounting team that takes finance off your plate and tells you what the numbers mean.
For U.S. companies from $1M to $10M in revenue that don't have a finance team yet.
Books, bills and collections handled every month, plus a clear report and a call to walk you through it.
No obligation · Reply within one business day · Proposal in 3 business days
Three things change when you have an accounting team.
Delegate.
- Accounts reconciled 4 of 4 ✓
- Uncategorized transactions 0 ✓
- Controller review Done ✓
Report and note sent. Call booked for Thursday.
Books kept current, reconciled every month
An accountant handles the day-to-day; our lead controller reviews every close before it reaches you. Your books live in your own QuickBooks Online or Xero.
How we keep your books
Approve.
- Cloud hosting · due Oct 18 $1,240 Approve
- Office lease · due Oct 20 $4,800 Approve
- Freight, Laredo · due Oct 21 $2,315 Approve
- Due this week $8,355
Bills prepared. You release the money.
We prepare vendor bills and payment runs, send your invoices and follow up on collections. Only you approve and release payments, in your own system.
Bills and collections
Decide.
Watch: receivables over 60 days grew to $38K. Two clients, both contacted.
A one-page note and a call, every month
What changed, where you make and lose money, and what to watch. Then a 30-minute call to go through it.
See a sample reportThe problems we take care of.
“My books are months behind.”
We catch them up at a fixed quote and keep them current from then on.
“I don't know if I'm actually making money.”
A monthly report with your margins by client, product or project, in plain English.
“Nobody explains my numbers.”
A written note on what changed and what doesn't add up, and a call to go through it.
“Bills, invoices and admin eat my week.”
We prepare bills for your approval, send invoices, chase collections and handle the admin around them.
“Tax season is chaos.”
Reconciled books all year and a year-end package your CPA can use as is.
“If my bookkeeper leaves, I'm stuck.”
Your books live in your own QuickBooks or Xero, with documented procedures. You're never locked in.
Every month, this is what lands in your inbox.
A one-page note that tells you what the numbers mean
What changed, what doesn't add up and what to watch next. Written by the controller who reviewed your close, in plain English.
Read a sample note →Closed on schedule
Business day 10 on Starter and Growth, day 7 on Pro, day 5 on Scale. You always know when.
See the plans →A 30-minute call
We walk you through the report and answer your questions. Growth and up.
How we work →| Revenue | 412,300 |
| Cost of sales | (243,100) |
| Gross profit | 169,200 |
| Operating expenses | (131,400) |
| Net income | 37,800 |
Finance experience from inside U.S. companies.
We've led the finance function for U.S. businesses: building it from scratch, running the monthly close, handling ASC 606 revenue recognition and reporting across several entities.
- An accountant for the day-to-day and a controller for the monthly review.
- Our team is based in Latin America and works U.S. business hours, in English and Spanish.
SaaS & technology
Subscription revenue, ASC 606 and deferred revenue.
Biotech & life sciences
Grants, R&D tracking and investor reporting.
Agribusiness & manufacturing
Agencies & services
Project profitability and cash flow.
How we get started.
Five steps, from booking a call to your first close.
Book a 30-minute call
Within 1 business dayPick a time that works for you.
We talk, free
30 minutes, no costYou tell us how your business runs. At the end, we tell you honestly whether we can help.
Books review and proposal
3 business daysRead-only access to your books, a written diagnosis and a fixed monthly fee, in writing. $150, credited to your onboarding. The proposal is valid for 10 days.
We handle the switch
2–3 weeksWe draft the email your current bookkeeper needs to hand over access and files; you just forward it. Then we set up your chart of accounts and closing calendar and catch up any backlog.
Every month: close and review
On the agreed dateBooks closed on schedule, your report delivered and a call to go through it.
Simple, transparent monthly pricing.
Fixed fee, confirmed after a review of your books. No hourly surprises.
Starter
Best for: revenue under $500K
Reliable books without the overhead.
- Up to 100 transactions a month
- 2 bank or card accounts
- Cash-basis books
- P&L and balance sheet
- Monthly written summary
- Books closed by business day 10
- Email support
Growth
RecommendedBest for: revenue $500K – $1.5M
Accrual books, bills handled and a monthly call.
- Up to 250 transactions a month
- 4 bank or card accounts
- Accrual books with P&L, balance sheet and cash flow
- Up to 20 vendor bills prepared for your approval
- Fixed assets and depreciation
- Monthly written summary and review call
- Books closed by business day 10
Pro
Best for: revenue $1.5M – $3M
Payables, receivables and KPIs handled every month.
- Up to 350 transactions a month
- 5 bank or card accounts
- Accrual books with P&L, balance sheet and cash flow
- Payables and receivables included
- KPIs
- Monthly written summary and review call
- Books closed by business day 7
- Email and video support
Scale
Best for: $3M+ or multi-entity
A full finance function, month after month.
- Up to 500 transactions a month
- 6 bank or card accounts
- Payables and receivables included
- KPIs, annual budget and a 13-week cash forecast
- Profitability by project or product line
- Books closed in 5 business days
- Priority support
We work inside the tools you already use.
And if you're not there yet, we help you choose and set them up.
QuickBooks ProAdvisor Program Member. Certification in QuickBooks Online and Xero is part of every team member's onboarding and is renewed every year.
Operating across borders? We speak both languages of accounting.
For U.S. companies with Latin American operations or suppliers, and Latin American founders expanding into the U.S.
- Monthly reporting to headquarters in U.S. GAAP or IFRS, in USD
- Intercompany reconciliation and multi-currency handling
- Coordination with local accountants and tax advisors
- Bilingual team, working U.S. business hours
Secure, transparent and flexible.
Your data, your systems, your approval on every payment. Month to month.
- Named users 3 ✓
- Multi-factor login On ✓
- Bank access Read-only ✓
Your data stays yours
Named users, multi-factor authentication and read-only bank feeds. We never hold your online banking credentials.
How we protect your data → Your QuickBooks Online account. We're a guest.Your books, in your own system
You own the QuickBooks Online or Xero subscription. If you ever leave, you remove our access and keep everything.
What happens if you leave →
A team in Latin America, on U.S. hours
An accountant for the day-to-day, a controller for the monthly review, in English and Spanish. Month to month; cancel with 30 days' notice.
Where we are and who does the work →Questions we hear often.
How is this different from hiring a bookkeeper?
You get a team instead of one person: an accountant for the day-to-day and a controller for the monthly review, for less than the cost of one in-house hire, and without recruiting, training or turnover.
Where is your team based?
Our team is based in Latin America and works U.S. business hours, in English and Spanish. Every monthly close is reviewed by our lead controller. See how we work and protect your data.
I already have a bookkeeper. Is switching complicated?
No, we handle it. Before we start, we review your books and draft the email your current bookkeeper needs to hand over access and files. You just forward it, and your monthly close continues without a gap.
I'm months behind on my books. Can you still take me on?
Yes. Most new clients start with a catch-up. We review your books first and quote the catch-up separately, as a fixed price, before starting. Once you're current, the monthly service takes over.
Who will I talk to?
Your accountant handles the day-to-day, and our controller reviews every close. You reach us by email on every plan, and the monthly review call comes with Growth and up. Pro adds video support and Scale adds phone.
Do you prepare tax returns?
No. We work with your CPA and hand them clean, reconciled books and the schedules they need.
Is there a free trial?
The 30-minute intro call is free. A written review of your books costs $150 and is credited to your onboarding if you sign up, so you know your exact monthly price before committing.
Which software do you use?
QuickBooks Online and Xero, plus the payroll, bill-pay and expense tools you already use, such as Gusto, Bill.com and Ramp. We're members of the QuickBooks ProAdvisor Program, and QuickBooks Online and Xero certification is part of our team's onboarding.
How does billing work?
Onboarding is one month's fee, paid at signing. Then one invoice at the start of each month, by card or ACH on file. Annual plans get 10% off, paid quarterly. Catch-up projects are quoted and billed separately.
Free guides to read your own books.
Practical articles for owners: how a month gets closed, what your reports say and what to ask of anyone who keeps your books. No sign-up.
Five signs your books are actually closed
A self-check you can run in 20 minutes: if your books pass all five, you can trust your P&L.
Let's look at your books together.
A 30-minute conversation. No sales pitch, no obligation. You'll leave knowing what your books need.
After you book, you get an email right away and we confirm your time within one business day. We don't share your details or send you marketing.
Not ready to talk yet?
Get our free month-end close checklist: the 30 steps we follow every month.