Bookkeeping That Actually Works

Clean Books. Closed in 15 Days. Zero Stress.

Stop doing your own books at midnight. Get accurate, GAAP-compliant financials every month — plus a team that actually answers when you call.

15
Days to close
10+
Hours saved weekly
24hr
Response time

What You Get Every Month

Delivered by the 15th, every month

Profit & Loss Statement
Balance Sheet
Cash Flow Statement
Accounts Receivable Aging
Accounts Payable Report
Custom KPI Dashboard
The Problem

Messy Books Cost You More Than You Think

When your books are behind, you're flying blind. Here's what that actually costs.

You're Working Weekends

Entrepreneurs spend 10-15 hours per week on bookkeeping tasks they hate and aren't good at.

10+ hours/week lost

You're Overpaying Taxes

Without clean books, your tax preparer can't find deductions. You pay more than you owe.

$15K-$50K/year in missed savings

You're Making Blind Decisions

When financials are 2-3 months behind, you're guessing. Bad decisions cost real money.

Unmeasurable (but painful)
How We Work

Bookkeeping Is Prescribed, Not Sold

We don't sell cookie-cutter packages. Your FRA findings tell us if bookkeeping is what you need — or if there's a bigger issue to solve first.

1

We Diagnose

FRA analyzes 120 data points across your business

2

We Find Issues

Are your books the problem? Or is it something else?

3

We Prescribe

If bookkeeping is the fix, we scope exactly what you need

What's Included

Everything You Need. Nothing You Don't.

Based on your FRA, we include exactly the bookkeeping services your business requires.

Transaction Categorization

Every transaction coded correctly to your chart of accounts. We use bank feeds for real-time accuracy.

No more "miscellaneous" categories

Monthly Reconciliation

Bank accounts, credit cards, loans — all reconciled monthly. Errors caught before they compound.

Audit-ready books, always

Financial Statements

P&L, Balance Sheet, and Cash Flow delivered by the 15th. GAAP-compliant and investor-ready.

Know where you stand in 15 days, not 60

AP/AR Management

Track what you owe and what you're owed. Aging reports so nothing falls through the cracks.

Collect faster, pay smarter

Bill Pay Processing

We can process vendor payments on your behalf. You approve, we pay.

Never miss a payment or early discount

Secure Document Storage

Receipts, invoices, contracts — all in one secure place. No more emailing attachments.

Find any document in seconds

Dedicated Account Manager

One point of contact who knows your business. Not a support queue — a real person.

24-hour response guarantee

Monthly Review Call

Walk through your financials together. Ask questions. Spot trends. Make better decisions.

Never wonder "what does this mean?"
Compare Options

How We Stack Up

Feature
DIY / QuickBooks
Traditional CPA
Today CFO
Books closed monthly
If you have time
Often 60+ days
15 days
GAAP-compliant financials
Dedicated account manager
Maybe
Real-time transaction sync
AP/AR management
24-hour response time
N/A
Monthly review calls
Extra fee
Included
Path to CFO/tax strategy
Different firm
Same team
Integrations

We Work With Your Tools

No need to switch systems. We integrate with what you already use.

Results

What Clean Books Actually Deliver

E-Commerce

DTC Skincare Brand

$1.8M annual revenue

The Problem

Books were 4 months behind. Inventory accounting was wrong. Couldn't get a loan.

After 6 Months
21→3
Days to close
$150K
Credit line secured
Construction

Commercial GC

$4.2M annual revenue

The Problem

No job costing visibility. Didn't know which projects were profitable until months later.

After 6 Months
12 hrs
Saved weekly
$87K
Job costing recovered
Professional Services

Marketing Agency

$950K annual revenue

The Problem

Owner doing books on weekends. No time for actual agency work. Missing invoices.

After 6 Months
$38K
Recovered billables
15 hrs
Saved weekly
Is This Right For You?

Who Bookkeeping Is (and Isn't) For

Bookkeeping is a great fit if you:

Generate $500K-$5M in annual revenue
Are doing your own books (and hate it)
Have books that are 2+ months behind
Need clean financials for a loan or investor
Want to understand your numbers better
Are ready to hand off the work

Bookkeeping alone may not be enough if you:

Generate $5M+ and need CFO-level strategy
Have complex multi-entity structures
Need investor reporting or fundraising support
Have serious tax problems to solve first

Good news: Your FRA will reveal exactly what you need. We'll recommend the right combination of services.

Questions

Frequently Asked Questions

How much does bookkeeping cost?

Most clients invest $500-$2,000/month depending on transaction volume and complexity. Your FRA includes a custom quote based on your actual needs.

What software do you use?

We work with QuickBooks, Xero, and NetSuite. If you're already using one, we'll work in your system. If not, we'll recommend the best fit.

How long does onboarding take?

Most clients are fully onboarded in 2-4 weeks. If your books are a mess, cleanup may take longer — we'll scope that during the FRA.

Do you work with my industry?

We specialize in construction, e-commerce, professional services, SaaS, and life sciences. If you're a service-based business, we can probably help.

Can I keep my current CPA?

Absolutely. Many clients keep their CPA for tax filing. We handle the bookkeeping and send them clean financials at year-end.

What if I need more than bookkeeping?

That's the point of starting with an FRA. If you need tax planning or CFO advisory too, we'll build a custom package. Same team, no handoffs.

Ready to Stop Doing Your Own Books?

Start with a Financial Risk Assessment. We'll tell you if bookkeeping is what you need — or if there's a bigger issue to solve first.

No contracts Books closed in 15 days 24-hour response guarantee