Having your financial statements presented monthly is crucial for business success because it provides a consistent, up-to-date view of your financials, allowing you to spot trends, address issues early, and make informed decisions. Monthly financial reports enable you to track progress, measure growth, assess the impact of expenses on profits, and plan for the future.

We provide a range of services, including:

• Bookkeeping: Categorizing bank and credit card transactions.
• Month-end closing: Reconciling accounts, ensuring accurate revenue and cost recognition, and analyzing expense variances.
• Bill payment: Entering and paying bills with approval workflows in BILL.com.
• Payroll processing: Calculating and running payroll using Gusto, Rippling, or other pre-approved providers.
• Clean-up projects.

We serve e-commerce, SaaS, and B2B professional service businesses, particularly in the health, beauty, and fitness sectors.

We primarily use QuickBooks Online (QBO) and currently don't support Xero or NetSuite.

No, we don't provide tax services directly, but we can recommend trusted tax professionals.

We don't provide CFO or FP&A services ourselves, but we can connect you with specialists in those areas.

We believe that success, especially in business, requires grit and determination. We chose the name to reflect our understanding of that journey and our commitment to supporting our clients through it.

No, we only hire accountants in the United States to service your books.

We offer three different service packages based on the level of service needed: Get Gritty starts at $999, Sheer Grit starts at $3,499, and Nitty Gritty starts at $5,999. View our Services Page for a description of the services under each tier.

Once an assessment is completed by our team, we will present it to you. If everything is in alignment with your budget, that is the fixed price per month, no other hidden fees.

ABSOLUTELY NOT! We provide a very competitive price structure. We don’t believe in increasing your price year after year. The only time your price will change is if we agree on a new scope of work that increases the amount of work needed to complete your month end close.

Examples of reasons to increase your monthly service charge (but not limited to) are:

• Adding new merchant accounts or sales channels
• Adding a new entity to your consolidated financial statements
• Adding several new bank accounts or credit cards to reconcile every month
• Went from 1,000 transactions per day to 5,000 transactions per day

• General Accounting: QuickBooks Online
• Bill Pay: BILL.com & Ramp
• Inventory Management: CIN7, Deer, & LightSpeed
• Payroll: Gusto, Rippling, Paylocity, ADP are our preferred payroll providers if we are processing payroll. We can utilize any payroll provider to retrieve reports for accounting purposes.

When presenting financial statements to investors, they likely want to see your performance on an accrual basis. This is different from cash basis accounting. Cash basis accounting is when you recognize revenue or expenses when you receive or expend the cash rather than when the product was fulfilled/services rendered.

We will have an initial kick off call with your team where we go through introductions, expectations, agree on the scope of work to be performed, and review any questions we have right off the bat.

We will require third party bank and credit card access, as well as other login’s relevant to financial systems such as payroll, inventory management systems, Shopify, Amazon, etc.

There may also be other meetings specific to different processes with the people responsible.

The entire onboarding process should take approximately 2-3 months to complete. If there is a major clean up project involved, the onboarding process may take a little longer. We will be in constant communication with your team on the progress.

We take data security very seriously. We utilize a password manager to keep all logins safe as well as provide IT security training to all employees.

Absolutely! We will do a full assessment of your books and determine a price to clean them up to “investor-ready financials”.

Simply click here and fill out the form. We'll get back to you within 1-2 business days to schedule a call.

Services are tailored to meet your specific needs and can be adjusted to support your growth, including:

• Implement enhanced internal controls and segregation of duties.
• Oversee and authorize journal entries.
• Examine month-end close schedules.
• Perform a preliminary analysis of financial statements prior to leadership presentation.
• Advise the internal accounting team on complex accounting principles.
• Services are tailored to meet your specific needs and can be adjusted to support your growth.