Services
We do the books. You answer the odd question.
Everything below is handled for you and signed off by an accountant. Here's what that actually feels like month to month.
What it's like
Four things, and only one of them needs you.
Off your plate
We do the books, not you
Categorization, reconciliation, the close, the statements. You don't learn software, keep a spreadsheet, or chase your own receipts.
When we need you
One link, a few plain questions
No login and no accounting vocabulary. Each question arrives with the exact transactions attached, and you can answer, answer partly, or say not now.
Any time
You can see where your books stand
A status page showing what we're working on, how far along it is, what finished recently, and anything waiting on you.
When it's done
Financials arrive where you work
Your statements land in Slack or your email on your cadence, and you can ask questions about the numbers in Claude. No portal to remember.
When we need you
Answering us takes a minute, not an afternoon.
- Questions come as plain English, one at a time, with the exact transactions attached — so you're never hunting through a statement to work out what we mean.
- Open the link from your email and answer. There's no login, no portal account, and nothing to install.
- Answer fully, answer partly, or defer it. Anything you don't know yet stays open rather than blocking your close silently.
Were these two charges business or personal? No issue either way — we just need to know whether to treat them as company costs.
| Jul 23 | Northside Physio | 270.00 |
| Jul 26 | Fairwater Apparel | 850.71 |
What period does this insurance policy cover? We need the coverage dates to spread the cost over the right months.
Any time
You always know how far along your books are.
- See the close in progress, what finished recently, and anything waiting on you — without emailing anyone to ask.
- The progress figure is the real share of completed work items on the checklist our team is running, so it moves when the work moves.
- Delivered work shows the date it landed, so the 5-business-day close is something you can check rather than take on faith.
Included in every plan.
The work behind books you can trust. Each one has a detail page if you want to see exactly how it runs.
Every expense, categorized
Every charge on your bank and cards sorted to the right category, with the vendor attached. When something genuinely can't be worked out from the record, you get one plain question instead of a spreadsheet.
Every account tied to reality
Each account on your balance sheet checked and backed with evidence every period — so the numbers hold up when a lender, an investor, or a buyer starts asking.
Your P&L, balance sheet, and cash flow
The three statements your bank, your investors, and your CPA all ask for — ready on demand, not reconstructed the week you need them.
Revenue counted when you earn it
Annual contracts and prepayments recognized across the term you deliver, not all at once when the cash arrives — the treatment investors and auditors expect to see.
Stripe payouts, untangled
Stripe pays you after taking its cut. We split every payout back into what you actually earned and what Stripe charged — so your revenue isn't quietly understated.
Your books matched to your bank
Every bank and card account checked against your real statements, so the balance in your books is the balance in your account.
Big upfront costs, spread properly
Pay a year of insurance in January and your books shouldn't show a disastrous January. Costs that cover many months get spread across the months they actually cover.
Costs land in the month they happen
Work delivered in March but billed to you in April still shows up in March — so a late invoice doesn't make one month look great and the next one look awful.
The entries you shouldn't have to think about
The routine bookkeeping entries that keep your books correct, drafted and reviewed by an accountant before they're posted — without anyone asking you about them.
Receipts, without the shoebox
Snap a photo, forward an email, or let us pull them from your inbox. Each receipt ends up attached to the transaction it belongs to.
Add an AI CFO.
$299/mo on top of any bookkeeping plan — because reporting is only as good as the books underneath it.
13-week cash forecast
Where your cash actually lands over the next quarter, refreshed every month — so you see a squeeze coming while there's still time to do something about it.
Investor & board deck
The reporting pack investors and boards expect, built every month from books we keep ourselves — which is why the numbers survive the questions.
A live CFO, when you want one
Custom budgets, forecast revisions, and a finance leader who walks you through the numbers in person. Available on top of the AI CFO package.
Add tax.
From $125/mo, quoted with your plan — filed by the same team that keeps your books.
Your business return, filed
Federal and state returns for C-corps, S-corps, partnerships, and LLCs — prepared by the same team that keeps your books.
Tax-ready all year
Your books are closed and accountant-approved every month, so filing season is a handoff rather than a reconstruction of the last twelve months.
Someone in your corner in April
Compliance questions, notices, and deadlines handled through the year by the team that already knows your business.
Get your books off your plate.
A free consultation and a fixed monthly quote — no hourly billing.