Simple books. Better decisions.

Books in balance. Decisions made simple. Monthly bookkeeping, clean‑ups & catch‑ups, and clear reports you actually understand—so you can run the business, not the numbers.

🛡️ Secure, private
📄 Tax‑ready reports
📅 Monthly close on time
Monthly close
On the 5th
Accuracy rate
99.8%
📊 Simple P&L, balance sheet, cash insights
Demo metrics. Replace with real client outcomes or testimonials.

Services that fit your stage

Start simple, add as you grow. Transparent pricing after a quick diagnostic call.

📄

Monthly Bookkeeping

Bank/credit card reconciliations, categorization, and monthly financials delivered on a reliable schedule.

🧮

Clean‑up & Catch‑up

Behind on books? We get you current fast—then keep you current.

🧾

Payroll & Sales Tax

Set‑up and hand‑off or full support. We make compliance painless.

Simple pricing

Exact quote after a free diagnostic. Typical ranges below.

Simple Start

Sole props & new businesses

$300/mo
  • ✅ Categorize transactions for your P&L & Schedule C
  • ✅ Monthly account reconciliations
  • ✅ Email support

Essentials

Most businesses

$600/mo
  • ✅ Everything in Simple Start
  • ✅ Monthly financial statements (P&L & Balance Sheet)
  • ✅ A/P & A/R summaries
  • ✅ Monthly business review call

Advanced

Hands‑off finances

$1200/mo
  • ✅ Everything in Essentials
  • ✅ Full‑service A/P & A/R management
  • ✅ We create & send bills & invoices
  • ✅ We track payments and vendor bills

* Pricing is illustrative; final quote after a quick diagnostic call.

How it works

A clean, three‑step workflow so you always know what’s next.

1

15‑min Diagnostic

We learn your tools, accounts, pain points, and goals. Clear scope, clear price.

2

Set‑up & Clean‑up

Tidy historicals, connect feeds, build your chart of accounts, and agree on the monthly close date.

3

Monthly Close

You get simple reports and a quick Loom or call with insights and next steps—every month, on time.

FAQ

Short answers to common questions.

Do you work with QuickBooks or Xero? +

Both. We’ll recommend the best fit during the diagnostic call and can migrate if needed.

Can you do catch‑up bookkeeping? +

Yes—clean‑ups are a core service. We’ll scope months and accounts, then quote a fixed fee.

Do you coordinate with my CPA? +

Absolutely. We prep clean year‑end financials and handoff to your tax pro, or refer one if needed.

Is my data secure? +

We use encrypted connections and read‑only bank feeds. Access is least‑privilege and audited.

Let’s get your books off your plate

Tell us a bit about your business and we’ll follow up within one business day.

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