About CDL
Most bookkeeping problems aren’t “accounting” problems. They’re workflow problems: missing receipts, messy vendor names, uncategorized transactions, and a month-end scramble. We fix that with a consistent close process that keeps your books clean and your stress low.
Compliance-first work, including payroll when needed — led by an accountant and Payroll Compliance Professional (PCP).
What we believe
- Consistency beats “hero work” at tax time.
- Clean inputs create clean reports.
- Boundaries protect quality.
- Compliance isn’t optional; it’s the baseline.
What you can expect
- A repeatable monthly close — same checklist, every month.
- Receipt control that reduces back-and-forth.
- Clear communication (no mystery work, no vague updates).
- Books that are defensible and decision-ready.
How we work
Simple workflow. Tight review. No chaos.
Setup + standards
We lock in categories, rules, and a receipt flow so the books don’t drift month to month.
Monthly review
We reconcile, review exceptions, clean vendor data, and fix issues before they compound.
Close + clarity
You get reports plus a short summary that tells you what matters—without the accounting lecture.
Fit matters
We’re selective because quality and compliance require it.
We’re a fit if…
- You want clean books every month, not once per year.
- You’re willing to follow a simple receipt flow.
- You prefer clear boundaries and predictable pricing.
We’re not a fit if…
- You want “cheap” more than you want “correct.”
- You dump receipts once a quarter and hope for the best.
- You expect unlimited extras inside a flat monthly fee.
Next step
Book a quick call and we’ll confirm scope, volume, and fit.