How it Works

Share.

Let's chat. Tell us about your business and your needs, and we'll share our solutions with you. All for free.   

Sync.

Ready for more? We'll spend time with you, getting to know your business. We'll examine your books and propose a plan to get on track.

Setup.

Once you're ready, we'll be off to the races! We'll set up and link accounts, dig in on any clean up, and get your books fully up to speed.

Delivery.

Now that you're a client, you can rest easy! Each month, we'll organize transactions, reconcile accounts, and deliver monthly reports right to your inbox. 

 

Smart bookkeeping, made easy.

TIMELY.

Monthly reports
delivered to your inbox.

CUSTOM.

Customize your
plan to fit your needs.

FLEXIBLE.

Plans built to scale
with your business.

SEAMLESS.

Take the stress out
of tax season. 

RESPONSIVE.

Quick support
when you need it. 

SIMPLE.

From communication to delivery, we keep it simple.
 

FAQ

 

Ideal For

Starting at

Cycle

QBO Plus subscription

Hubdoc subscription

New Account Setup

Chart of Accounts Setup

Bank + CC Reconciliations

Bank Feeds

Categorize Transactions

Monthly Income Statement

Monthly Balance Sheet

Support

Custom Reporting

Monthly Review Meeting

Startups & New Businesses

Monthly

Weekday

$359/mo

 STARTER 

Growing Businesses

Monthly

7-Day

$539/mo

 CORE 

Monthly or Weekly

Established Businesses

7-Day

$799/mo

 PLUS 

Legal Research and Writing

STARTER

  • Monthly bookkeeping cycle

  • QBO Plus subscription

  • Hubdoc subscription

  • New account setup

  • Chart of Accounts setup

  • Bank + CC Reconciliation 

  • Bank feed management

  • Transaction categorization

  • Monthly Income Statement

  • Monthly Balance Sheet

  • Limited Support

Meeting

CORE

  • Monthly bookkeeping cycle

  • QBO Plus subscription

  • Hubdoc subscription

  • New account setup

  • Chart of Accounts setup

  • Bank + CC Reconciliation 

  • Bank feed management

  • Transaction categorization

  • Monthly Income Statement

  • Monthly Balance Sheet

  • 7-Day Support

  • Custom Report (single)

busy office

PRO

  • Monthly or Weekly cycle

  • QBO Plus subscription

  • Hubdoc subscription

  • New account setup

  • Chart of Accounts setup

  • Bank + CC Reconciliation 

  • Bank feed management

  • Transaction categorization 

  • Monthly Income Statement

  • Monthly Balance Sheet

  • 7-Day Support

  • Custom Reports

  • Monthly Review Meetings