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Post-Close Accounting · After the Wire Clears

You just bought a business. Now build its financial operating system.

Most sellers hand you a chart of accounts that hasn’t been touched in a decade and a payroll system you can’t log into. We rebuild the whole financial architecture in your first 90 days, so you run on real numbers from month one.
Book a free consult
The first 90 days
Stage 1
Before buying
Stage 2
During the deal
Stage 3
After closing
Stage 4
The first year
Stage 5
And beyond
Accounting setup is the first 90 days after closing, then the backbone of your first year.
The gap nobody warns you about

The deal closes Friday. The business opens Monday.

Between those two days, the seller’s books stop being your source of truth. Cutover accounting, purchase price accounting, and an opening balance sheet aren’t optional paperwork; they set your tax basis, your lender reporting, and whether your first-year numbers mean anything at all.
What we set up

The first-90-days build

01

Financial architecture: QBO, payroll, bill pay

QuickBooks Online rebuilt from the ground up: a chart of accounts structured around how the business actually earns, payroll you control, and bill pay that doesn't live in the seller's inbox.

02

Purchase price accounting & opening balance sheet

The price you paid, allocated properly across working capital, fixed assets, intangibles, and goodwill. Done right, it saves tax now and keeps things clean for when you eventually sell.

03

Cutover accounting

Seller's books closed out, your books opened, AR and AP transitioned so nothing gets paid twice and nothing gets missed once.

04

Reporting & KPIs for a first-time owner

Accrual-based financials, class tracking by job or location, and the handful of KPIs that tell you what's actually happening, built for a lender who wants covenants met and an owner who's learning the business.

The stack

Best-in-class tools, configured once, properly

QuickBooks Online · Gusto · Bill.com · Ramp · Dext · Fathom. We choose what fits the business you bought, connect it, and maintain it, so data stays accurate without manual work.
01

We learn the business you bought

How it earns, how it spends, and what the diligence found, then design the chart of accounts around that.

02

We stand up the systems

QBO, payroll, bill pay, and receipt capture configured and connected in your first weeks of ownership.

03

We clean up what you inherited

Miscategorized history, unreconciled accounts, inconsistent coding, cleared so your starting point is trustworthy.

04

We close month one, together

Your first monthly close with a walkthrough of what the numbers say, and why cash feels different from the model.

Still pre-close?
The best post-close setups start during diligence.

When the same team runs your due diligence, the QoE findings become your opening balance sheet instead of a report in a drawer.

See due diligence services
FAQs

Post-close accounting questions

What does the first 90 days after closing look like financially?
Cutover accounting, purchase price accounting, payroll and bill pay setup, opening AR and AP, the first monthly close, and the first quarterly tax estimate. Most buyers discover cash feels tighter than the model showed; accurate books in the first 90 days surface why.
You can, but you usually shouldn’t. The seller’s file carries their basis, their categorization habits, and their errors. A clean file with a proper opening balance sheet protects your tax position and gives you numbers you can actually trust.
It’s the formal starting point of your ownership: what you bought, what you owe, and what the purchase price was allocated to. Your depreciation, loan covenants, and eventual exit accounting all trace back to it. Yes, you need one.
Yes. Most of our buyers have SBA 7(a) debt. We build the reporting so covenant checks and annual lender reviews are a non-event.
Get started

Closing soon? Let's have day one ready.

Book a free consult and we’ll map your first 90 days before the wire clears.
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