Monthly bookkeeping, clear financial reporting, and controller-level support for contractors, professional service firms, and growing owner-operated businesses. Get reconciled books, reports you'll actually understand, and a reliable monthly close — without chasing spreadsheets or wondering where your cash went.
Book a Bookkeeping Diagnostic See how it worksIf you nodded at two or more of these, your business has outgrown DIY bookkeeping. That's exactly the gap we close.
Not a data dump. A close that finishes on the same date every month, and reports written in plain English.
Bank and credit-card accounts reconciled to the statement — no exceptions, no “close enough.”
One-page summary, profit & loss, balance sheet, cash-flow statement, and the numbers that matter in your industry.
Questions arrive as a single consolidated list each month. Your inbox stays yours.
Clean books all year and a year-end handoff package, coordinated directly with your tax preparer.
General bookkeeping treats every business the same. We don't. Two industries get dedicated playbooks, because their books have their own language:
Job costing that tells you which jobs made money, work-in-progress tracking, retainage that doesn't fall through the cracks, and reports your bonding company and CPA can actually use.
Profitability by client and service line, accounts-receivable aging that gets attention before it gets old, and cash-flow visibility for hiring decisions.
A monthly close you can plan around, cash-flow visibility, and profitability by product or service line — for owner-run companies that have outgrown the shoebox-and-spreadsheet stage.
Every engagement starts with a paid Bookkeeping Diagnostic ($250–$500, credited toward onboarding), so your exact price is based on your actual books — never a guess, never hourly billing.
Cleanup of past months, onboarding/setup, and software migrations are quoted separately at a fixed price after the diagnostic.
Four steps between you and books you can trust.
We review your current books, find what's behind or broken, and give you a written findings summary and a fixed quote. 3–5 days.
If your books need catching up, that's a separate fixed-price project with a clear finish line — priced only after we've seen the books.
Accounts connected securely — we never ask for your passwords — chart of accounts standardized, deadlines set. About 10 business days.
Your documents in by the 3rd business day; your report package delivered by the 12th. Every month, like clockwork.
Months behind — or years? No judgment, and no guessing. Cleanup is its own fixed-price project: we find the last clean month, fix what's broken, tie out every loan and liability, and hand you books that are current and locked. Nobody can honestly price a cleanup before looking at the books, so every cleanup starts with the diagnostic — then you get one fixed number before any work begins.
Start with a diagnosticRosa Amaya, a Controller with 12 years of accounting experience, leads R&S Financials — the bookkeeping and controller-services practice of R & S Financial Services LLC — giving small and midsize businesses the kind of financial clarity usually reserved for companies with a full finance department. Her background spans QuickBooks Online and NetSuite, and a simple belief: your books should tell you the truth about your business, every month, on time.
No. We keep your books clean all year so your CPA can do tax work faster and cheaper — and we coordinate with them directly, including a year-end handoff package.
QuickBooks Online is our primary platform, and Rosa also brings NetSuite experience for businesses with more complex needs. On something else? We'll evaluate it together — migrations are handled as part of onboarding.
Not at this time. Payroll processing and sales tax filings are outside our starting scope unless we first set up the right systems together. Tax return preparation is handled by your CPA.
Yes — service is available in English and Spanish (se habla español).
Yes. Invitation-based access only — never send us a password. View-only bank connections where available, and multi-factor authentication on everything. You can remove our access at any time.
That's what cleanup is for. The diagnostic tells us exactly how big the job is, and you get a fixed price before paying for it.
Services are month-to-month with 30 days' notice. We keep clients with results, not paperwork.
Diagnostics are delivered in 3–5 days. Onboarding takes about 10 business days, and your first monthly report follows the first full close.
The Monthly Close Checklist: the 27 things clean books require every month — the same list we work from. Free PDF, no sales pitch attached. If your close is missing steps, you'll see exactly where.
Download the free checklist (PDF)Book a diagnostic and get a written assessment of your books plus a fixed quote. No pressure, no hourly billing, no surprises.
Book a Bookkeeping DiagnosticBased in Brandon, Florida — serving businesses throughout Tampa Bay and remotely across the United States. We reply within one business day.