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

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

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)

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