How it works · Seattle

Seattle bookkeeping,
reviewed by real experts.

AI handles the first pass. Our staff reviews the work. Senior management or a CPA signs off. Speed, accuracy, and affordability — without relying on one person behind the scenes.

The three-tier review system

AI-assisted. Human-reviewed.
Expert-approved.

Everything is checked through a layered process. That gives you speed, accuracy, and affordability — without relying on one person behind the scenes.

01
AI-assisted first pass

AI handles the repetitive work

Our AI tooling supports categorization, document matching, anomaly detection, and workflow automation — the parts of bookkeeping that traditionally make it slow and expensive.

  • Transaction categorization
  • Document matching & OCR
  • Anomaly detection
  • Workflow automation
02
Staff specialist review

A real human checks the work

A staff bookkeeper, payroll specialist, or tax prep specialist reviews the AI's first pass, makes corrections, handles edge cases, and follows up with you on anything that needs clarification.

  • Corrections & edge cases
  • Client follow-up & questions
  • Reconciliation & clean-up
  • Daily oversight
03
Senior / CPA approval

Senior oversight signs off

Before anything is finalized — month-end close, payroll run, tax return, or major adjustment — senior management or an in-house CPA gives final review.

  • Final close approval
  • Tax return CPA review
  • Recurring quality checks
  • Strategic oversight
From signup to ongoing close

What working with us actually looks like.

01

Discovery & quote

30-minute demo. We review your current setup, walk through the Yesler Portal, and quote a clear monthly engagement scoped to your business — before any work begins.

02

Onboarding

We connect to your existing books (or build them fresh in QuickBooks, Xero, FreshBooks, or Wave), identify any cleanup needed, and introduce you to your dedicated team. Usually 5–10 days.

03

AI + human + senior review

Once live, everything runs through the three-tier system. AI handles the first pass. Your staff specialist reviews and corrects. Senior management signs off before anything reaches you.

04

Portal & communication

You'll see what your team is working on in real time. Upload documents, message your bookkeeper, track tasks, and pull statements — all in one place. No email chains, no "we'll get back to you."

05

Monthly close & reporting

Books closed on a consistent schedule. P&L, balance sheet, and cash flow delivered every month. Real-time numbers in the portal any time you need them.

Pricing

Every business is different.
So is your quote.

We don't publish a one-size-fits-all price because we don't quote one. Your monthly engagement is scoped to your actual business — what you do, how much volume you process, what services you need, and what shape your books are in today.

After a 30-minute call, you'll get a clear monthly quote before any work begins. No surprise invoices, no hourly billing, month-to-month.

What goes into your quote

Scoped around your business.

Transaction volume

Monthly transaction count across all your accounts.

Cleanup needs

How far behind your books are when we start.

Payroll complexity

Number of employees, contractors, states, and pay schedules.

Tax requirements

Entity type, states, K-1s, multi-entity consolidation.

Reporting needs

Custom reports, KPIs, board packages, investor decks.

Service mix

Bookkeeping only, full back office, or anything in between.

Get a custom quote.

30-minute demo. Tell us about your business; we'll give you a clear monthly quote scoped to what you actually need.