For owner-operated businesses without an in-house finance team. Books closed by the 10th, your numbers measured against the best shops in your industry, and a plain-English breakdown every month.
A one-page budget for the year — what revenue, margin and expenses should look like if the year goes the way you want it to.
Every month gets scored against that budget. Where you came in over, where you came in under, and the reason for each gap.
A year-end projection kept current all year, so you and your CPA are working from the same numbers before December, not after.
+ $2,500 one-time setup (chart of accounts rebuild, client portal, baseline benchmark report, your Model P&L)
Owner-operated businesses without an in-house finance team — trades and construction, agencies, professional services, multi-location service businesses, e-commerce. If you're not sure it fits, book the review and we'll walk through it together.
You invite us into your QuickBooks as an accountant user — two clicks on your end, free, and no meeting needed to start. We run a fixed set of checks on the file: whether every account is actually reconciled and how current, how much is sitting uncategorized, whether the file was set up correctly, how clean your chart of accounts is, and what your receivables look like. You get a one-page memo with what we found, what it means, and what it takes to fix — then we walk through it together on a short call. You keep the memo either way.
No. We do bookkeeping and financial reporting, and we make your CPA's life easy: numbers kept current with them all year, a formal projection package, and a complete tax package at year-end. Tax strategy stays with your CPA (and if you need one, we'll introduce you to firms we trust).
Then start there. Bookkeeping is a standalone service and plenty of our clients never want anything more than accurate books on time. Advisory is for owners who want the numbers explained and measured against a plan.
That's common. Catch-up is quoted as a one-time flat fee after your books review, separately from the monthly price.
You'll find out whether you can trust the numbers in your P&L today, what's broken in your books and what it takes to fix, and how much of your cash is sitting in receivables — whether or not you ever hire us. Delivered as a one-page findings memo, plus a walkthrough call. Zero obligation.
Book your free books reviewOr reach us directly: info@garrisonbk.com · (214) 506-3542