Finance. Controls.
Clarity.
Clean books and disciplined close so decisions aren’t guesswork, onboarding, monthly ops, reconciliations, and CFO-level insight under one standard.
QBO/Xero supported. Bank feeds, rules, and documentation standardized.
What This Division Exists To Achieve
Keep leadership decision-ready. We standardize the chart, automate bank feeds, reconcile weekly, and close monthly, then deliver reporting that actually guides action.
Clean, Coded Books
CoA discipline, rules, and documentation, audit-friendly by design.
Cash Clarity
Weekly reconciliations and aging visibility for AR/AP.
Operational Close
Cutoff policies, schedules, and deliverables you can plan around.
Decision-Useful Reporting
P&L, Balance Sheet, Cash Flow with variance notes and KPIs.
Single Accountability
One SLA across coding, reconciliations, and month-end.
Onboarding & Setup
- Chart of Accounts alignment & classes
- Bank feeds + rules, receipt capture
- Opening balances & cleanup (if needed)
- Policies: cutoff, reimbursements, approvals
Monthly Operations
- Transaction coding & documentation
- Weekly bank/credit card reconciliations
- AR/AP aging review (follow-ups optional)
- Payroll sync & accruals (scope-dependent)
Close & Advisory
- Month-end close checklist & tie-outs
- P&L, BS, CF + variance commentary
- KPI dashboard (CPL/CAC, GM%, runway, etc.)
- Tax-ready files & auditor pack (on request)
Operating Standards || Bookkeeping
Controls that protect accuracy, timeliness, and decision-usefulness across the finance function.
< 30 days from kickoff
Within 7 business days
Weekly (minimum)
Weekly aging summary
Written approvals
QBO/Xero (others scoped)
Ready to get decision-ready books with Briarstone?
One relationship. One standard. Onboarding, monthly operations, reconciliations, and close — governed end-to-end.