Read-only bank access
No shared passwords. You keep full control over moving funds.
About · Our approach and values
Judgment-free books for busy founders.
Almost every new client apologises for the state of their books on the first call. Our answer is always the same: you were busy serving clients and building a business. Cleaning up the ledger is our job.
Who we work best with
Sort the details. See the current. Move forward.
We specialise in service firms, agencies, solo and group practices, trades, e-commerce sellers and hospitality businesses up to $8M in annual revenue. We do not prepare or sign income tax returns, but we coordinate with your chosen CPA or Enrolled Agent year-round.
How we get your books caught up
One diagnostic, one proposal, one steady rhythm.
It starts with a 20-minute ledger diagnostic and an honest, flat-rate proposal. Within the first two to four weeks we clean historical balances, fix clearing accounts and set up easy statement access. After that you answer one short question list a month, usually five to eight mystery charges.
See monthly plans
Two-person team
One dedicated bookkeeper, plus a senior lead who reviews your Balance Sheet.
Plain English
Every close explains margin shifts, odd subscriptions and upcoming cash needs.
By the 10th business day
With statements in by the 3rd, last month’s financials arrive on time.
Fixed monthly pricing
No surprise hourly invoices for a question or an updated P&L for your lender.
Start with a free review