RidgelineKnows
Operations & automationThe Lowcountry to Myrtle Beach and beyond

Accounting & bookkeeping.You keep everyone’s books. The document chase shouldn’t keep you.

Every hour spent begging for bank statements and re-keying PDFs is an hour you can’t bill — and it’s the reason you keep saying “I can’t take another client right now.” I build systems that do the chasing, the keying, and the status-tracking. And for the clients whose operations are the real mess, I’m the implementer you can refer with confidence.

Let’s TalkHow I work
The proof, live

You will see what it saves.

Every client gets a private portal: what ran, what it saved, and the math behind the number. You will never wonder what you’re paying for. And when something breaks — things break — you see it caught and fixed, not silence.

The dashboard here is sample data. Yours shows your numbers, counted conservatively, with the arithmetic visible.

Everything’s running normally.Sample data
10.8 hrsreclaimed this month — the math behind it, one click away
~127 hrs · ~$5,700 since we started, counted conservatively
Document chase & intake28 requested · 21 in · 7 auto-nudged
Statement extraction143 transactions coded for your review
Client status board9 waiting on client · 3 on you
Caught & fixed
Jul 10Caught a client’s missing statement five days before the 20th.
Jun 27Flagged 14 uncategorized transactions before the close.
In progressAuto-nudge for missing client documents
What eats the week

Sound familiar?

01
Half the day is “just circling back” emails.
Statements, receipts, and W-9s arrive late, by email, in every format — and the chase is the job before the job. By the time everybody finally sends their stuff, you’re already behind, and it’s the 18th.
Common
02
Re-typing transactions a computer could read in seconds.
PDF bank statements keyed line by line, uncategorized transactions coded by hand, months of catch-up discovered the day a close is due.
Common
03
Which clients are done, stuck, or waiting lives in your head.
A spreadsheet and memory work at fifteen clients and quietly fail past thirty. When someone asks “where are we on their books,” the answer shouldn’t require an inbox excavation.
Common
04
The 20th sneaks up on a different client every month.
Sales tax, accommodations tax, hospitality tax — coastal tourism clients each with their own forms, jurisdictions, and penalty clocks, all landing while the regular closes are still open.
Common
“He gave me my Tuesday mornings back.”
— Nobody yet. This space is reserved for my first accounting & bookkeeping clients, and I intend to earn it.
How it works

Four steps. Clear terms.

  1. A free conversation. Phone or in person. If I’m not the right fit, I’ll say so and point you to someone better suited.
  2. A paid assessment. I map how your operation actually runs and write down exactly where the time goes. The document is yours to keep either way.
  3. A fixed-price proposal. Defined scope, one price, no hourly meter running.
  4. The build, and after. Built once, to fit your operation exactly. Monitored after hand-off, with a monthly plain-language report of what ran and what it saved. Automations nobody watches break silently; mine don’t.

The longer version, and the work behind it, is on the home page.

Let’s talk

A first conversation,
at no charge.

If something on this page sounded familiar, the next step is a conversation. Write a few sentences about what is going on. I’ll read it before we talk.

By phone
843-425-7030
Leave a message and I’ll return your call within a reasonable time — sometimes right away, sometimes a few hours, sometimes the next business day.
By email
hello@ridgelineknows.com
Replies within two business days.
Based in
Myrtle Beach, SC
Serving the Lowcountry to Myrtle Beach and beyond — and clients across the country.
Replies within two business days. Nothing here goes into a CRM or a mailing list.