Bookkeeping & Cloud Accounting

Books You Can Actually Trust.

Modern, cloud-based bookkeeping with senior oversight.

We run your bookkeeping on QuickBooks Online, Xero or Sage — fully reconciled monthly, reviewed by a CPA, and translated into reports you'll actually use to run the business.

The PAG Difference

Senior CPA-led, start to finish.

  • Personalized scope tailored to your situation

  • Direct access to your senior advisor — no hand-offs

  • Proactive, year-round guidance

  • Plain-language explanations of every recommendation

Practice

Corporate

What You Receive

Every engagement, considered.

The core of what's included when you engage PAG for bookkeeping & cloud accounting.

Fully managed monthly bookkeeping and reconciliations

Cloud setup, app integrations and chart-of-accounts design

Receipt capture and digital document workflows

Monthly management reports with CPA commentary

Catch-up bookkeeping for years behind

How We Work

A clean, calm process.

01

Discovery

We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.

02

Tailored Engagement

Your senior CPA designs a clear scope of work, running every detail with precision and proactive communication.

03

Ongoing Partnership

We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.

Clean books are the starting line.

Move to a system that gives you confidence in every number.