Bookkeeping & monthly close
Ledger maintenance, bank and card reconciliation, accounts payable and receivable, payroll reconciliation, and a clean month-end and year-end close delivered by business day 10.
Read more →What we do
Four services. One rhythm.
Everly handles the recording, the reporting, the filing and the advice — as one connected service rather than four vendors who don't talk to each other. Because the same firm keeps your books all year, nothing has to be reconstructed at tax time and no one has to be brought up to speed.
Services
Start with what you need. Add the rest when it earns its place.
Financial reporting
A monthly statement set plus budget-to-actual variance and the three or four numbers that actually move your business — written so you can hand it to a lender or a board without translating it.
Read more →Tax preparation & compliance
Tax preparation and filings, audit support, 1099s, and sales tax across Maryland, Delaware and Virginia, with your position tracked quarterly instead of discovered in April.
Read more →CFO advisory & outsourced finance
Budgets, 13-week cash forecasting, job costing, margin analysis, internal controls, and lender or board reporting — as a standing engagement or a defined project.
Read more →The rhythm
You'll know exactly what arrives, and when.
Every competitor promises "timely" financials. Here is the actual schedule, and you can hold us to it.
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Business day03
Feeds reconciled
Every bank and credit card account matched and categorized. Anything we can't identify comes to you as one short list — not forty emails.
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Business day06
AP run & AR aging
Bills queued for your approval, receivables aging sent, and the accounts worth a phone call flagged before they age another month.
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Business day10
Books closed
Profit and loss, balance sheet, cash flow statement and budget-to-actual delivered. Zero uncategorized transactions.
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Business day12
Review call
Thirty minutes on what changed, what it means, and the one or two decisions sitting in front of you this month.
Cadence applies to Essential plans and above. Starter plans close by business day 15 with a quarterly review call.
Questions
About working with us.
What does a bookkeeper actually do each month?
A bookkeeper records and categorizes every transaction, reconciles each bank and credit card account against its statement, manages bills and invoices, and closes the month so the financial statements are accurate. Everly delivers that close by business day 10, with zero uncategorized transactions.
Can I use just one service instead of all four?
Yes. Most clients start with bookkeeping and add reporting or advisory as they grow. If a service isn't useful to you, it isn't in your plan and you don't pay for it.
Do you work with businesses outside the Eastern Shore?
Yes. The work is done remotely, so location isn't a constraint — though we know Maryland, Delaware and Virginia filing requirements best because that's where most of our clients are.
Bring us your worst month.
Thirty minutes, no cost, no pitch deck. We'll tell you what we'd fix first and roughly what it would cost — even if the answer is that you don't need us yet.