Modern Bookkeeping for Local Businesses
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Starting at $395 / month
Perfect For: The new or small business owner who needs to get bookkeeping completely off their plate and ensure their financial foundation is solid.
Core Promise: Your books, done right. Always accurate and tax-ready, so you can have complete peace of mind.
What's Included:
24/7 AI-Powered Bookkeeping: Our smart system works around the clock to accurately categorize all your business transactions.
Monthly Financial Reports: Receive a clear and easy-to-understand Income Statement and Balance Sheet every single month.
Secure Client Portal: Get 24/7 access to your financial documents and a secure, modern way to communicate with our team.
Annual Tax-Ready Package: We deliver a clean, year-end financial package to make tax filing simple and stress-free.
$245 / per quarter
Perfect For: The hands-on business owner who manages their own books but wants professional oversight to ensure accuracy and tax-readiness.
Core Promise: The confidence of a professional check-up, ensuring your books are clean, accurate, and ready for tax time.
What's Included:
Comprehensive Quarterly Review: At the end of each quarter, we perform a thorough review of your bookkeeping records to identify any potential issues.
30-Minute Review Call: We schedule a one-on-one video call to walk through our findings, answer your questions, and provide expert guidance and recommendations.
Starting at $1,295 / month
Perfect For: The growing business that wants a fully managed back office to improve cash flow and make smarter, data-driven decisions.
Core Promise: A complete, hands-off solution for your day-to-day financial operations, giving you the time and insight you need to scale.
What's Included:
Everything in The Essentials, plus:
Accounts Payable (Bill Pay) Management: We take over the management of your bills to ensure they are tracked and paid on time.
Accounts Receivable (Invoicing) Management: We handle sending invoices and tracking payments to improve your cash flow.
Cash Flow Statement & Analysis: Receive a detailed cash flow statement each month so you always know your exact cash position.
Monthly Performance Review Call: A dedicated one-on-one call each month to review your financial performance, discuss trends, and plan for the month ahead.
Our
brand vision
Our mission is to give local business owners their most valuable asset back: their time. We replace the friction and uncertainty of traditional bookkeeping with an intelligent and modern solution focused on delivering accuracy and real-time clarity for our clients
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