For Utah small businesses tired of a week-long close
I install an AI system that reconciles against your payment processor, writes a plain-English read on the month, and flags the gaps before your bookkeeper has to ask. It works on your machine, on your accounts. Then I teach you to run it, and I stay on as your AI person if you want one.
Built on Claude for Small Business. Independent, not affiliated with Anthropic. Your data never leaves your machine.
The close thing
Every month ends the same way. The books lag a week or two, the close happens on a night you did not plan to work, and you find out how the month actually went long after you could have done anything about it.
You do not need to become an accountant. You need the reconciliation done, the month written up in plain English, and the odd transactions flagged, so the close is a review instead of a project.
What actually gets installed
Reconciliation, done for you
It matches your books against your payment processor and surfaces what does not line up, so you are checking work instead of doing it.
The month in plain English
A short read on how the month actually went, in words, not a wall of numbers you have to decode at eleven at night.
The gaps flagged early
The transactions that look off, the categories that drifted, the things your bookkeeper would ask about, caught before they do.
Four steps, about two weeks
Setup call
Thirty minutes. We look at how you close now and where it stalls.
Install
On site on the Wasatch Front, or over screen share anywhere else. Your computer, your accounts.
Tune
I set it to your chart of accounts and the way you think about the month. You approve it before it runs.
Train
You run a close end to end while I sit there and say nothing.
What it costs
Installed like everything else I do, with training hours included so you own it. The monthly plan is optional, and it is there for when you would rather keep an AI person on call than on payroll. This one pairs especially well with Care, because the close happens every month.
The other systems I install
Each one installs the same way, on your machine, with training so you own it.
Get your month back
Book a short setup call. I will look at how you close now and tell you plainly whether this is worth doing for your business.