The Remote Accountants & Bookkeepers Who WillGive You Peace of Mind
BOOKKEEPING & ACCOUNTING FOR AMERICA’S SMALL TO MEDIUM SIZED BUSINESSES
Clear books.
Peace of mind.
Focus on growing your business. We’ll keep your books organized.
From cleanup and catch-up to monthly bookkeeping, our team helps you understand your numbers and decide what needs attention next.
Led by Atty. Edwin D. Man, LPT & Ana Lee Malongayon, CPA
What do you need help with?
Maybe your books have fallen behind. Or you’re ready to hand over the monthly work. We help U.S. business owners with both.
Cleanup & Catch-Up
Months behind, unreconciled accounts, or reports that don’t look right? We’ll review your records, work through the backlog, and explain anything that still needs your attention.
Cleanup is quoted separately after review. You can choose monthly support afterward, but you don’t have to.
See how cleanup worksMonthly Bookkeeping
Ready to stop spending evenings on your books? We’ll keep transactions organized, reconcile your accounts, and prepare monthly reports so you can see how your business is doing.
We agree on the work, reporting schedule, and fee before we start. If older records need cleanup, we’ll discuss that separately.
Explore monthly bookkeepingAna Lee Malongayon, CPA
Co-Founder & Account Manager
About Us
Bookkeeping support you can talk to
You shouldn’t have to guess what your numbers mean or chase someone for an update. Our remote team helps U.S. business owners keep their books organized and understand what still needs attention.
Led by Edwin Man and Ana Lee Malongayon, we work with you and your existing accountant to agree on the support your business needs.
- Bank, credit-card, and loan reconciliations
- Transaction recording and classification
- Accounts payable and receivable tracking
- Chart of accounts and journal-entry support
- Customer invoices and payment tracking
- Financial reports and questions for review
- Reports and records you can use
- Balance sheet and income statement
- Cash-flow reports
- Receivables and payables summaries
- Organized ledger and supporting records
We agree on the reports and level of support you need before starting.
- QuickBooks Online & QuickBooks Desktop
Industries We Support
Support for the way your business works
We work with U.S. businesses across a range of industries, including:
- Accounting and law firms
- eCommerce and retail businesses
- Real-estate and property businesses
- Restaurants and cafes
- Dental, health, and wellness practices
- Consultants and other professional services
- Organized records
- Questions followed up
- Reports you can understand
Here’s how we get started
Tell us about your books
Start with a free 30-minute discovery call. Tell us what’s working, what’s fallen behind, and where you need help. Bring your questions—we’ll talk through the next step.
Agree on the work and fee
After reviewing your needs, we’ll send a proposal covering the work, timing, and fee. Cleanup is scoped separately, and monthly support is optional.
Let’s get to work
Once you approve the proposal, we’ll arrange access, gather the records, and get started. We’ll keep you updated and ask when something needs your input.
Working with us
Know what’s happening with your books.
Handing over your bookkeeping should make your working day easier. We explain what we need, follow up on missing records, and bring questions to you rather than quietly making assumptions.
A clear scope from the start
You’ll know what work is included, which reports to expect, and what needs your input.
People you can talk to
Ask questions about your books and get updates on the work we’re doing.
Records ready for your accountant
We can coordinate with your U.S. CPA or tax adviser when they need supporting records.
The work behind your numbers
Everyday bookkeeping, taken care of.
We agree on the services you need before starting. Here are some of the tasks we can take off your list.
Bank & credit-card accounts
Match transactions to your statements and flag differences that need a closer look.
QuickBooks records
Keep transactions classified and records organized so your books are easier to follow.
Invoices & bills
Track customer balances and vendor bills so you can see what’s due and what’s outstanding.
Financial reports
Review your balance sheet, income statement, and cash-flow reports with questions brought to your attention.
In our clients’ words
Less worry about the books.
More room to run the business.
Here’s what Kim and Matt shared about working with our team.
Kim Shepheard
“Ana and Kia were recommended to me by Matt Krieger, and I have been working with them on two businesses. I never have to worry if things are getting done—and done right! I have so much less stress handing this part of my business off to them, and I’m grateful.”
Matt Krieger
“Edwin, Ana, and Kia have worked with me for the past 18+ months. They are timely, accurate, and great to work with. Their communication is top notch and they have internal processes to make sure they get your bookkeeping correct the first time.”
