PorterGet the checklist
For owners getting ready to sell

Books that hold up
when a buyer looks.

Porter cleans up your books in less than 2 weeks and keeps them current until you close, so diligence starts from numbers you can stand behind.

The problem

Paying for bookkeeping isn't the same as having your books done.

Most owners can afford a bookkeeper. The books still slip, because they are never the most urgent thing in the building. We meet owners who pay someone every month and are three months behind, and owners who leave everything until year-end. Nobody notices until a buyer's accountant asks for monthly numbers that tie to the bank and the tax returns.

What we do
01

Clean up.

Every bank and card account reconciled. Categories fixed. Missing months caught up. The books tied to your bank statements and your filed tax returns.

02

Keep it current.

A monthly close, so the numbers stay right through the letter of intent, diligence and closing.

03

Stay on after the sale, if you want us to.

The same team can run the books for you or for the new owner.

How long it takes. Less than 2 weeks from the day we have access to your books and your documents. We tell you exactly what we need.

What we don't do. We don't sell a quality of earnings report, and we don't certify anything. We get your books into the shape a buyer's accountant expects to find them in.

A practical place to start

The Sale-Ready Books Checklist

Ten things a buyer's accountant checks first. Free, one page. Tell us a little about your books and we'll follow up with a recommendation that fits.

When are you thinking of selling?
Where do your books stand today?
What would you like help with? Choose any.
No card, no login, no sales call unless you ask for one.