Bookkeeping · Foundation

Bookkeeping · Foundation

Clean books. Every month. No excuses.

Clean and accurate books are the foundation everything else is built on. We handle the details so you can focus on running the business.

Bad books cost more than you think

A diverse team collaborates around a table, analyzing documents and charts in a professional setting with a light green background.

01

You don't know where your cash actually went

Profitable on paper doesn't mean cash in the bank. Without accurate, timely bookkeeping, you're always reacting to your bank balance instead of planning around it.

02

Your books aren't ready when you need them

Tax time, a lender request, or a potential buyer — whenever something important comes up, scrambling to catch up on the books costs you time, money, and credibility.

03

You're not getting anything useful from your numbers

A P&L that arrives three weeks late and tells you nothing actionable isn't bookkeeping — it's record-keeping. You need numbers that actually help you run the business.

Bad books cost more than you think

A diverse team collaborates around a table, analyzing documents and charts in a professional setting with a light green background.

01

You don't know where your cash actually went

Profitable on paper doesn't mean cash in the bank. Without accurate, timely bookkeeping, you're always reacting to your bank balance instead of planning around it.

02

Your books aren't ready when you need them

Tax time, a lender request, or a potential buyer — whenever something important comes up, scrambling to catch up on the books costs you time, money, and credibility.

03

You're not getting anything useful from your numbers

A P&L that arrives three weeks late and tells you nothing actionable isn't bookkeeping — it's record-keeping. You need numbers that actually help you run the business.

Simple, fixed-fee pricing

Simple, fixed-fee pricing

No surprises. Your price is set upfront after a review of your books so you always know what you're paying and what you're getting.

No surprises. Your price is set upfront after a review of your books so you always know what you're paying and what you're getting.

Light

$500-$800/mo

Up to ~100 transactions

Standard

$800–$1,500/mo

100–300 transactions/mo

Complex

$1,500–$2,500/mo

300+ transactions, multi-entity

How we work, step by step

You'll always know what's happening, who's working on it, and when it'll be done.

01

Discovery Call

30 minutes. We talk about where you are, where you want to go, and what's getting in the way. No pitch, just an honest conversation.

02

Financial Diagnostic

Under NDA, we review your books, systems, and reporting. You get a clear picture of what's broken and a fixed price before you commit.

03

Engagement Kickoff

We agree on scope and assign your dedicated account manager. One person, coordinating the full team behind the scenes.

04

Ongoing Support

Monthly reporting, cash flow forecasting, and strategic advice. A team that stays ahead of your numbers so you don't have to.

Testimonials

Don't take our word for it

Don't take our word for it

Real results from real business owners across the US and Canada.

Real results from real business owners across the US and Canada.

“After hiring OTP, I realized I was flying almost blind all this time: money in the bank - good, no money in the bank - not so good. Now I have a very clear picture of my company's financials, performance metrics and how they stack against competition. Literally an eye opening experience.”

Ethan Reynolds

Alex Bourlakov

CEO, 1 Shot Gear Premium Backcountry Hunting Supply · Denver, CO

"We hired OTP to help catch up on billing and get a better grip on aged accounts receivable. They identified unbilled items, issued invoices, and worked directly with our customers to collect. OTP now runs our entire accounting function — and I don't have to think about it anymore."

Laura Mitchell

Ryan Kerr

CEO, Rycor Solutions School Payment Systems · Canada

person opening notebook on brown wooden table

Ready to achieve results like these?

person opening notebook on brown wooden table

Ready to achieve results like these?

Questions we hear all the time

Have a question?

Our friendly team is always here to help you with quick, clear, and reliable answers whenever needed.

What accounting software do you use?

We work with QuickBooks Online, Xero, NetSuite, Sage, FreshBooks, Wave, and others. If you have existing software, we’ll work in it. If you need a better fit or a full migration, we’ll handle that too.

Do you work with businesses in both the US and Canada?

How quickly can you get started?

How do I know what your team is working on?

Is bookkeeping all I need, or should I be looking at controllership?

Get started

Ready to get the most out of your numbers?

Book a free 30-minute call. We'll tell you honestly whether we can help.

Get started

Ready to get the most out of your numbers?

Book a free 30-minute call. We'll tell you honestly whether we can help.

Get started

Ready to get the most out of your numbers?

Book a free 30-minute call. We'll tell you honestly whether we can help.