You Can't Grow What You Can't Measure
Stop drowning in receipts and spreadsheets. Get real-time financial clarity while we handle your bookkeeping—so you can focus on what actually makes you money: growing your business.
The Problem: Messy Books Are Expensive
Poor bookkeeping costs you in ways you don’t see:
.
Lost Revenue
Can't identify which services are profitable? You're funding money-losers while missing growth opportunities.
Cash Flow Chaos
Forgotten invoices and mystery expenses create unnecessary cash crunches.
Tax Overpayment
Missing thousands in deductions because your books are too messy to optimize.
Wasted Time
10-20 hours monthly on bookkeeping instead of growing your business.
Bad Decisions
Hiring, pricing, and investing based on gut feel instead of accurate data.
What You Get
Real-Time Financial Clarity
24/7 dashboard access. Monthly financials by the 15th. Make decisions based on facts.
Your Dedicated Bookkeeper
Same person every month who learns your business. No rotating staff.
Your Dedicated Bookkeeper
Same person every month who learns your business. No rotating staff.
Your Dedicated Bookkeeper
Same person every month who learns your business. No rotating staff.
How It Works
What's Included
Services List:
Transaction recording & categorization- Monthly bank & credit card reconciliation
- Accounts payable & receivable tracking
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Receipt management via mobile app
- Dedicated bookkeeper
- Real-time dashboard access
- Year-end tax package
- Email & phone support
Two Plans Designed for Growing Businesses
ESSENTIALS PLAN
$189/month
$189/month
Includes:
Get Started
- Transaction recording & categorization
- Monthly bank reconciliation (up to 4 accounts)
- Monthly financial statements (P&L, Balance Sheet)
- Dedicated bookkeeper
- Year-end tax package
- Email support
Small businesses & solopreneurs
Freelancers, consultants
Up to 200 monthly transactions and revenue under $500K annually
Get Started
GROWTH PLAN
$429/month
Includes:
- Everything in Essentials Plan, PLUS:
- Accounts payable & receivable tracking
- Cash flow statement
- Up to 6 bank/credit card accounts
- Custom reports
- Phone support
- Quarterly business review calls
- Multi-user dashboard access
- Priority email response
Perfect for:
Growing small to mid-sized businesses
Up to 500 monthly transactions
Annual revenue between $500K–$1.5M
Get Started
$429/month
Includes:
Up to 500 monthly transactions
Annual revenue between $500K–$1.5M
Get Started
- Everything in Essentials Plan, PLUS:
- Accounts payable & receivable tracking
- Cash flow statement
- Up to 6 bank/credit card accounts
- Custom reports
- Phone support
- Quarterly business review calls
- Multi-user dashboard access
- Priority email response
Up to 500 monthly transactions
Annual revenue between $500K–$1.5M
Get Started
CUSTOM PLAN
Let's Talk
Let’s Talk
Including:
- Multi-entity / multi-location management
- Advanced reporting & custom KPI dashboards
- Dedicated senior bookkeeper
- CFO advisory services
- Custom workflow design
- ERP system integration
- Dedicated account manager
Best for:
Large businesses & multi-entity operations
500+ monthly transactions
Annual revenue over $1.5M
Contact Us For Custom Quote
Let's Talk
Let’s Talk
Including:
Contact Us For Custom Quote
Including:
- Multi-entity / multi-location management
- Advanced reporting & custom KPI dashboards
- Dedicated senior bookkeeper
- CFO advisory services
- Custom workflow design
- ERP system integration
- Dedicated account manager
Large businesses & multi-entity operations
500+ monthly transactions
Annual revenue over $1.5M
Contact Us For Custom Quote
PLAN COMPARISON TABLE
| Feature | Essentials | Growth | Custom |
|---|---|---|---|
| Monthly Investment | $189 | $429 | Let's Talk |
| Monthly Transactions | Up to 75 | Up to 200 | 200+ |
| Best For Annual Revenue | Under $500K | $500K–$1.5M | $1.5 M+ |
| Core Bookkeeping | |||
| Transaction Recording & Categorization | ✅ | ✅ | ✅ |
| Monthly Bank Reconciliation | ✅ (up to 3) | ✅ (unlimited) | ✅ (unlimited) |
| Accounts Payable & Receivable | ❌ | ✅ | ✅ |
| Receipt Management | ✅ | ✅ | ✅ |
| Financial Reporting | |||
| Profit & Loss Statement | ✅ | ✅ | ✅ |
| Balance Sheet | ✅ | ✅ | ✅ |
| Cash Flow Statement | ❌ | ✅ | ✅ |
| Custom Reports & KPIs | ❌ | ✅ | ✅ Advanced |
| Support & Advisory | |||
| Dedicated Bookkeeper | ✅ | ✅ | ## Senior Level |
| Email Support | ✅ | ## Priority | ## Priority |
| Phone Support | ❌ | ## | ## |
| Business Review Calls | ❌ | ## Quarterly | ## Custom Schedule |
| CFO Advisory Services | ❌ | ❌ | ## |
| Dedicated Account Manager | ❌ | ❌ | ## |
| Advanced Features | |||
| Multi-Entity Management | ❌ | ❌ | ## |
| ERP System Integration | ❌ | ❌ | ## |
Add-On Services
$150/month + $8 per employee
Full payroll processing, tax calculations, deposits, filings, W-2/1099 preparation, and direct deposit setup.
Full payroll processing, tax calculations, deposits, filings, W-2/1099 preparation, and direct deposit setup.
$100/month per state
Complete sales tax calculation, filing, and remittance for your operating states.
Complete sales tax calculation, filing, and remittance for your operating states.
$150/year
Contractor tracking, 1099 preparation, filing, and distribution.
Contractor tracking, 1099 preparation, filing, and distribution.
$100/month
We'll handle paying your vendors on time, every time.
We'll handle paying your vendors on time, every time.
$125/hour (one-time)
Get your books current with our comprehensive cleanup service. Most clients need 10-20 hours depending on how far behind they are.
Get your books current with our comprehensive cleanup service. Most clients need 10-20 hours depending on how far behind they are.
30-Day Money-Back Guarantee
Try our bookkeeping service risk-free for 30 days. If you’re not completely satisfied with the quality, accuracy, and support, we’ll refund your first month—no questions asked.
FAQ SECTION
2-3 weeks from assessment to first monthly close.
We specialize in cleanup. We'll give you honest timeline and cost for catch-up work
Yes. We handle bookkeeping; your CPA handles tax strategy and filing. We work together.
Yes. Month-to-month with 30 days' notice.
Bank-level encryption, secure cloud storage, two-factor authentication, and NDAs.
Stop Guessing. Start Growing.
30-minute call where we:
- Review your current bookkeeping situation
- Identify what’s working and what’s costing you money
- Show you exactly where you’re losing revenue to poor bookkeeping
- Give you a clear action plan (whether you work with us or not)
- Answer all your questions
What You’ll Walk Away With:
- Clear understanding of your bookkeeping gaps
- Specific issues that need fixing
- Estimated cost and timeline to get current
- Recommendation for best plan for your business
- No pressure, just honest assessment
Investment: FREE
Your Time: 30 minutes
