For US small businesses
Accurate books every month, without a full-time hire.
We keep your QuickBooks or Xero file reconciled and up to date, send you clear monthly reports, and hand your CPA a clean file at tax time.
Sound familiar?
Signs your books need help
- You're weeks or months behind on categorizing transactions.
- You're not sure what your real cash position is today.
- Your CPA charges for cleanup every tax season.
- You spend evenings or weekends doing bookkeeping instead of running the business.
- A lender or investor asked for financials and it took days to pull them together.
What you get
A file you can trust, every month.
We work in your accounting software, so everything stays yours. You can log in and see our work at any time.
Every month
Reconciled accounts
Bank and credit card accounts matched to statements, and every transaction categorized correctly.
Every month
Reports you can read
A profit and loss statement and balance sheet, with a short note on anything that changed or looks unusual.
As needed
Bills and invoices
Bills entered, invoices sent and a clear view of who owes you and whom you owe.
Once a year
A tax-ready file for your CPA
Trial balance, supporting schedules and 1099 preparation. We don't file taxes, but we make your CPA's job faster.
Behind on your books?
We start with a cleanup, then keep you current.
If you're months or years behind, we first rebuild the file to a clean, supportable balance. Then we move to regular monthly bookkeeping so it doesn't happen again.
- 1
Free sample week
We do one week of your books so you can see our work.
- 2
Quote
We quote the cleanup and monthly work based on what we saw.
- 3
Cleanup
We catch up the backlog and fix what's broken.
- 4
Monthly
Books kept current, with reports every month.
Every business is different, so we quote after your free sample week, based on your transaction volume and what you need. Billed monthly in US dollars.
Get a quoteQuestions
What business owners ask us.
Do I need to change my accounting software?
No. We work in QuickBooks Online, Xero and QuickBooks Desktop. If you don't have software yet, we'll help you choose.
Do you work with my CPA?
Yes. We can send your CPA the year-end file directly and answer their questions, so tax season goes faster.
Is my financial data safe?
We work only inside your accounting software, with multi-factor authentication, and everyone on our team signs a confidentiality agreement. You can remove our access at any time. See our security practices.
How do we communicate?
By email, WhatsApp or a scheduled call. We reply within one US business day, and we keep a daily window in your morning for live calls.
See your own books done right. Free.
One week of real bookkeeping, with no obligation.