Fixed-fee bookkeeping and financial reporting for small businesses and funded startups. Your books reconciled, your reports delivered by day 15 — handled personally by one senior professional who answers their own phone.
Every plan is a fixed monthly fee — scoped once, billed the same every month. No surprise hours, no per-transaction metering.
Also onboarding cleanup & catch-up projects — months of unreconciled books, remapped and current, quoted flat before work starts.
Most small businesses get either a bargain bookkeeper who can't speak the language of a board deck, or an agency that hands them off to a rotating call queue. Quorum Close is deliberately neither.
Financial statements prepared with 11+ years of financial-reporting experience behind them — accrual logic, revenue recognition awareness, and clean balance-sheet reconciliations, not just categorization.
One professional, a handful of clients, your direct line. Work product moves on a fixed calendar — close package delivered by day 15, every month, in writing.
Your bank logins and payroll data live behind a written information-security program aligned with the FTC Safeguards Rule: MFA everywhere, credentials in an encrypted vault, encrypted delivery of reports. Ask for the summary — it exists.
30 minutes on your stack, your stage, and what your books should be doing for you. Fixed-fee proposal within 48 hours.
Read-only access granted through an encrypted vault. QBO accountant's copy linked. One signed engagement letter, no paperwork pile.
Historical months reconciled once, properly, so month one of the retainer starts from clean books — not chaos.
Close package by day 15: statements, reconciliation notes, anomalies flagged. You review; we adjust. That's it, forever.
A single, skimmable page: the KPI strip up top, statement of operations with budget comparison, balance-sheet and cash-flow summaries, AR/AP aging, and the month's anomalies in plain English. Financial statements carry the disclosure legend required of non-attest preparers under NY Education Law §7408(5) — your board sees exactly what level of rigor they're getting.
No — and that's an honest boundary, not a bug. Quorum Close is a bookkeeping & financial reporting practice, not a licensed CPA firm. We don't prepare or file tax returns, and we don't perform audits, reviews, or compilations. What we do: categorization, reconciliation, and reports your CPA or tax advisor can work straight from — and we refer attest and tax work to licensed partners, so nothing falls through the cracks.
Everything in your plan's scope, billed the same each month. If your business changes materially (new entity, new processor, a big headcount jump), we re-scope in writing before anything new is billed — never after.
Very likely. We work primarily in QuickBooks Online and handle the migration as a one-time project, including reconciliation of the opening balances so you don't inherit someone else's errors.
Read-only access wherever your bank offers it, credentials stored only in an encrypted vault (never emailed, never in a spreadsheet), MFA on every system, and a written incident-response plan. We'll share the one-page summary before you sign anything.
New York law requires statements prepared by a non-licensed preparer to state plainly that they were prepared — not audited or reviewed. Every statement you receive from us carries it. It tells your investors the truth about the engagement, and it's how serious reporting is supposed to read.
Few, on purpose. Capacity is capped so that every close lands on calendar, not "when we get to it." If we're full, we'll say so and re-book you for the next opening.
Tell us your stack, your stage, and your mess. You'll have a fixed-fee proposal within 48 hours.
Book a free intro callhello@quorumclose.com · New York, NY