Ready to Ditch the Financial Chaos?

Our step-by-step process is built to bring clarity, calm, and confidence to your business finances.

Step 1

Discovery & Diagnosis

We start with a conversation not a calculator.

Every new client starts with a FREE discovery cal. We talk about your current systems (or lack thereof), what’s stressing you out, and what you really want to feel when you think about your finances.

No pressure. Just clarity.

Step 2

Cleanup & catch-Up

We meet you where you are - even if it’s 10+ months behind.

Messy records? Shoebox bookkeeping? We’ve seen it all. This is where we get your books clean, accurate, and fully reconciled - fast, efficiently, and without judgement. This is where clients can breath and get their first sigh of relief.

Step 3

Monthly Flow

Ongoing bookkeeping that doesn’t miss a beat.

Once your books are cleaned up, we move into monthly maintenance: reconciliations, custom reporting, and insight delivered in plain English. you’ll always know where your money is going and how your business is performing.

Think: Cash flow reviews, goal tracking, pricing strategy, and big decision prep. You get more than just clean books. You get a business advantage.

Step 4

Strategic Support 

From bookkeeping to Ally.

Need more than the numbers? We offer CFO-lite services for founders who want insight - not just inputs.

Let’s Get To Work

Whether you’re catching up or scaling, we’re ready to support your next chapter.

More Questions?

  • Yes, I require a minimum of 3 month commitment for bookkeeping services. All other services are on a month-to-month basis.

  • No, as long as your business has an accounting software we can work together. However, QuickBooks is preferred and is the primary accounting software used at Carrington & Co.

  • Clients are invoiced on a monthly or quarterly basis. Your preference.

  • Yes, if you are not up to date with your taxes don’t worry, we can take care of any previous year returns for you.