Operations · Accounting & Bookkeeping
Books, kept in order.
Monthly bookkeeping, bank reconciliation, P&L + balance sheets, quarterly tax estimates. CPA-reviewed, audit-ready, never behind.
2,400+Books kept
100%On-time filings
$8.4kAvg deductions found
CPAEvery return
What's included
What you get.
Monthly close
Books closed by the 10th every month. P&L, balance sheet, cash flow in your inbox.
Bank reconciliation
Every transaction reconciled. Catch fraud, double-charges, mis-categorizations before they cost you.
Tax-ready records
Your CPA gets a clean, organized package every quarter. No more "find that receipt from March" emails.
CFO advisory (Pro+)
Fractional CFO time included on CFO tier. Cash flow forecasts, scenario planning, board-ready financials.
Pricing
Pick your tier.
Cancel or change anytime. No long contracts.
Starter
$299
Per month · Up to 50 transactions
- Monthly bookkeeping
- Bank reconciliation
- Monthly P&L + balance sheet
- Tax-ready records
- Email support
Most popular
Growth
$699
Per month · Up to 250 transactions
- Everything in Starter
- Quarterly tax estimates
- AR + AP management
- Financial review call
- Slack support
CFO
$1,999
Per month · Fractional CFO included
- Everything in Growth
- Fractional CFO (5 hrs/mo)
- Cash flow forecasting
- Board-ready financials
- Monthly strategy call
FAQ
The questions you'll actually ask.
Who actually does the work?
Licensed bookkeepers backed by CPA reviewers. All US-based. Same person stays on your account.
How do you get my data?
Read-only access to your bank, credit card, and accounting tool (QuickBooks, Xero, Wave). We sync nightly.
Do you handle tax filing?
Quarterly estimates: yes on Growth+. Annual filings: separate $799 one-time, or bundle into CFO tier.
What if I'm behind on my books?
Catch-up service: $499 per month behind. We get you current then take over going forward.
Multi-state, multi-entity?
Yes. Each entity gets its own books. Inter-company transactions tracked. Quoted on entity count.
What software do you use?
QuickBooks Online, Xero, Wave, FreshBooks. We work with what you have. Migration help available.
Ready when you are
Books, kept.
Onboard in a week. First month's books closed on time. Sleep through Q4.
