Clean books. Clear numbers. Peace of mind.

 Stress free books done right every month

$200 to $300 per month

•  Monthly bank and card reconciliation 
•  Expense categorization with bank rules 
•  Monthly financial statements 

 Best for freelancers and solo service owners under 100k revenue 

Clarity every month so you can grow with confidence 

$300 to $450 per month

•  Everything in Essential 
•  Light AR and AP tracking 
•  Quarterly performance insights summary 
•  Priority support 

 Best for growing businesses 100k to 500k or multiple accounts 

 Advanced reporting and hands on support 

$450 to $750 per month

•  Everything in Professional 
•  Custom reports and KPI dashboard 
•  Accrual reporting, payroll and loan tracking 
•  Monthly meeting walkthrough of results 
•  CPA coordination for tax ready handoffs 

 Best for established businesses over 500k or multi entity 

 Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready. 

• Bank & credit cards reconciled monthly 
• Smart rules for automated categorization 
• Financial statements delivered within 15 business days 
• Email support for quick money questions

Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence. 

• Rebuild months or years of records 
• Use advanced tools to import statements 
• Every transaction reviewed and corrected 
• Tax-ready handoff for your CPA