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One relationship. One monthly fee.

We work with a limited number of private clients at $3,000 per month, creating the capacity for responsive, high-touch service.

The engagement includes QuickBooks Online or Xero subscription management, encrypted document sharing, and coordination with your CPA at year end.

Questions

Pricing questions

What counts as a transaction?
Any line item that hits a bank, credit card, or payment processor account: deposits, payments, transfers, and fees. We count from your actual statements during the file review, so the quote is based on reality, not a guess.
Is catch-up work included?
Catch-up and clean-up work is scoped after we review your file. We will explain any one-time onboarding work before you decide to move forward.
Do you do taxes?
We don't prepare tax returns. We deliver a complete year-end package to your CPA and coordinate directly with them. If you don't have a CPA, we'll introduce you to one we work with regularly.
Are there contracts?
Engagements are month to month with 30 days' notice. Onboarding is included in your first month.

Clean books, delivered every month

Hand off the bookkeeping to a team that specializes in it, and get your evenings back.

Two colleagues reviewing financial statements at a desk