Your books, handled with quiet precision.
Concierge accounting for owner-led businesses in Coral Springs and Broward County, from a CPA with over 30 years of practice.
Bookkeeping, payroll and a fractional CFO, in one relationship.
Closed every month. Tax-ready every January.
A person who answers. A concierge that never sleeps.
What we take off your desk
One accountant who knows your numbers every month, so you can run the business instead of chasing receipts.
Bookkeeping
Monthly reconciliation, payables and receivables, and clean, tax-ready books. Cash or accrual.
See bookkeeping →
Fractional CFO
Budgets, projections and a monthly review of plan against actual, without an in-house CFO salary.
See CFO services →
Payroll
Accurate, on-time payroll every period, handled by a person you can call.
See payroll →
QuickBooks and Xero
Setup, cleanup and calm migrations off QuickBooks Desktop, from an Elite ProAdvisor.
See QuickBooks →
One-on-one training
Learn your P&L, cost of sales and QuickBooks at your pace, on your own file.
See training →
For tax professionals
White-label bookkeeping for your clients. Your clients stay yours.
Partner with Lois →Concierge means you call one person
No ticket queue and no rotating staff. Lois knows your books, answers your questions and tells your tax professional exactly what they need.
- U.S.-based bookkeepers, weekly, monthly or quarterly
- Books closed every month and tax-ready by January
- A secure client portal for documents and payments
- An AI concierge for questions at any hour, and Lois when it matters
How we start
Four steps from the first call to books you no longer think about.
A 20-minute call
We look at where your books are today and what you need from them.
Access and cleanup
You share access through the portal. We catch up any backlog and reconcile every account.
A monthly rhythm
Books closed each month, statements in your portal, questions answered the same week.
Tax-ready handoff
In January your tax professional receives clean books, not a shoebox.
In our clients' words
Published with their first names, as they wrote them.
"We finally feel like we have someone who is really in our corner and that we are doing much better in managing our company finances."
Dan"Very proficient and budget friendly. Service was absolutely impeccable. I would recommend to everyone!"
RyanTax professional? Your clients stay yours.
White-label bookkeeping for your business clients, delivered tax-ready. Lois never offers tax services to your clients and never recommends another tax accountant.
Insights for owners
Short, practical reading from Lois on books, cash and software.
Twenty minutes with Lois changes the year.
Tell us where your books are. We tell you, plainly, what it takes to get them where they should be.