Now booking year-end cleanups, 1099s and monthly clients for January 2027. Book a free call
Bookkeeping & financial reporting

Clean books. Clear numbers. Better decisions.

We keep your QuickBooks Online books closed by the 10th, file your 1099s on time and turn the numbers into a short, plain-English report you can actually run your business on. For small and seasonal businesses across North Carolina.

You work directly with the two owners, Cam and Landen.
Monthly reportSample
Revenue$48.2K
Net profit18%
Cash runway5.5 mo
  • Books reconciled and closed on the 8th
  • Set aside cash now: next 3 months run below break-even
  • 2 contractors need W-9s before January 1099s
Illustration with made-up numbers. Your report uses your own QuickBooks data.
  • Flat monthly fee, agreed in writing
  • Books closed by the 10th
  • Built on QuickBooks Online
  • Replies within 2 business days
Services

Start where your books are today

Most clients start with a one-time cleanup, then move to a monthly plan. Every engagement has a flat fee based on your volume and needs, quoted in writing after a free call.

One-time project

Cleanup, catch-up & 1099s

Behind on the books or facing the January 1099 deadline? We get you current and filed.

  • Every missing month categorized and reconciled
  • QuickBooks Online setup or file review
  • Contractors paid $2,000+ identified, W-9s collected
  • 1099-NEC e-filed, contractor copies delivered
  • Year-end statements ready for your tax preparer
Flat project feeQuoted by months and accounts
Get a quote
Monthly

Financial insight

For owners who want to use their numbers, not just file them. Everything in Bookkeeping & reporting, plus:

  • Live dashboard built on your QuickBooks
  • 13-week cash forecast, updated monthly
  • Monthly 60-minute call working through one decision
  • Pricing, margin and hiring scenarios
  • Faster replies (1 business day)
Flat monthly feeQuoted after a free call
Talk to us

Not offered: tax return preparation, tax advice, audits, payroll processing or multi-state sales tax. We coordinate with your tax preparer and payroll provider.

Systems & automation

Less admin, built into how you get paid

Because we keep your books, we can connect the tools around them. We set up the systems that move money through your business, then keep them running as part of your plan or as a one-time project.

Ask what we'd automate
Sales to cashBookings, invoices and payments flowing into QuickBooks without retyping.
Bills and receiptsReceipts captured and bills organized so nothing goes missing at month end.
Contractors & 1099sW-9s collected up front and payments tracked all year, so January is easy.
Dashboards & reportsYour key numbers in one place, refreshed from your books automatically.
How it works

From first call to clean books

A simple, fixed process, with the price agreed before any work begins.

  1. Book a free call

    Pick a 15-minute slot by phone or Google Meet. Prefer to write? Use the 5-minute intake form.

  2. Get a flat quote

    We agree on scope and a fixed price in writing, then you sign a simple engagement letter.

  3. Share access safely

    Invite us as your accountant in QuickBooks Online. You never share a password.

  4. Get clean books

    We reconcile, close and report every month, with one round of questions.

Who we serve

Built for owner-run, seasonal businesses

We focus so we can be good at it. Here's where we fit best, and where we'll point you to someone else.

A great fit

  • North Carolina businesses on QuickBooks Online (or ready to move to it)
  • Seasonal revenue and lots of contractors
  • Service businesses, or small retail that files NC sales tax itself
  • Owners who want to understand their numbers, not just hand them off

Not a fit right now

  • Sales tax filed in more than one state
  • Product sales over $10,000 a month
  • Payroll processing or job costing
  • Books kept outside QuickBooks that need to stay there
Outfitters & guide servicesFishing charters & boat toursCamps & outdoor programsSurf, paddle & bike shopsContractors & tradesLocal service businesses
Your data

How we protect your financial information

You're trusting us with the most sensitive numbers in your business. Here's what we do with that trust.

No shared passwordsWe use QuickBooks Online's accountant access, which you can remove at any time.
Nothing sensitive by emailWe never ask you to email Social Security numbers, tax IDs or bank account numbers.
Two-step sign-inEvery firm account uses two-step verification, and logins live in a password manager.
Written security planWe follow a written plan for how client data is stored, shared and deleted. Privacy policy
About

Two owners, on every account

No rotating account team. Both of us study accounting at UNC Wilmington and spend our time off on the water and in the mountains, so seasonal businesses are familiar ground.

Cameron Sumners

Cameron Sumners

Co-founder

Cam leads multi-day backpacking, rafting and zip-line trips as a wilderness trip leader, so he knows how outfitters, charters and camps run from the inside. He also works in internal audit for New Hanover County Schools.

  • Accounting, UNC Wilmington
  • Internal audit, New Hanover County Schools
  • Wilderness trip leader
Landen Shockey

Landen Shockey

Co-founder

Accounting and finance senior with several accounting internships behind him. He grew up in Germany, loves to travel and ski, and keeps the books as treasurer of the UNCW sailing club.

  • Accounting & finance, UNC Wilmington
  • Multiple accounting internships
  • Treasurer, UNCW sailing club
FAQ

Questions owners ask us

Anything else? Ask on the free call.

Book a free call
How much does it cost?

Every engagement is a flat fee. Monthly plans are priced by how many transactions and accounts you have and which plan you choose. Cleanups are priced by how many months and accounts need work. You get the exact price in writing after a free 15-minute call, before any work starts, and there are no hourly surprises.

When can you start?

We're booking clients now for January 2027, which is also the right time to clean up 2026 and file 1099s before the deadline.

Do you prepare tax returns?

No. We keep your books clean and file your 1099s, then send year-end reports to whoever prepares your return. We aren't CPAs and don't give tax advice.

Do I need QuickBooks Online?

We work in QuickBooks Online. If you use a spreadsheet or nothing yet, we'll set it up as part of your cleanup. If you're on other accounting software and want to stay there, we're probably not the right fit.

Is my information secure?

We use QuickBooks Online's accountant access, so you never share your login and can remove us at any time. We'll never ask you to email Social Security numbers, tax IDs or bank account numbers.

Do you only work in Wilmington?

We're based in Wilmington and happy to meet in person, but everything works remotely for businesses anywhere in North Carolina.

Ready for books you don't have to think about?

Book a free 15-minute call. We'll look at where your books are, tell you honestly if we're a fit, and send a flat quote.