A written proposal in 48 hours.
Cleanup, catch-up, and ongoing monthly bookkeeping are quoted on separate lines so you see exactly what each piece costs.
30 minutes · free · no obligation
Book a free bookkeeping review with a real Texas operator.
Pick a time on the right. We'll review your QuickBooks file together, name what's broken and what isn't, and send a written fixed-fee proposal within 48 hours of the call. If we're not the right fit, we'll say so on the call.
-
30 minutes — and we keep to it. Start on time, end on time. No upsell, no slide deck, no "let me put you in touch with my sales rep."
-
An honest read of your file. Unreconciled balances, broken bank feeds, miscategorised transactions, missing months — the actual condition, in plain English.
-
A fixed-fee proposal — 48 hours. Written scope, written price, separate lines for cleanup, catch-up, and ongoing monthly bookkeeping. You decide.
David Westgate
Founder · 40+ years operational accounting · Texas
"You'll talk to me or one of my operators — never an SDR, never an offshore team."
What we'll cover
- What state your books are in
- How far behind you actually are
- Cleanup vs. catch-up scope
- Realistic timeline to closed books
What you don't need
- To know what's wrong already
- To prep anything in advance
- To grant access before the call
- To commit to anything on it
After the call.
Same operator, every month.
No SDRs, no offshore handoffs, no account-manager middle layer. The operator on the call is the operator on the file.
Onboarded in 30 days.
File review → chart and feeds → first reconciliations → first clean monthly close, all inside the first four weeks. Onboarding details →