Books That Tell You Something Useful.
Clean books are table stakes. The real value is knowing what your numbers mean before tax season hits.
What we do every month
Categorize every transaction
No more “Uncategorized Expense” entries. Every line gets the right account.
Reconcile every account
Checking, savings, credit cards, loans, merchant accounts. All tied out monthly.
Deliver financial reports
P&L, balance sheet, and cash flow. PDF or Excel.
Answer questions
Text or email, quick response.
Pricing
Three tiers. Custom quote based on transaction volume.
Starter
From $300/mo
Categorization, reconciliation, monthly P&L
Growth
From $600/mo
Plus review meeting, KPI tracking, tax planning
Advisory
From $1,000/mo
Plus fractional CFO and entity planning
Industries we know well
Real estate investors
Per-property books, depreciation tracking, multi-entity.
Short-term rental hosts
Airbnb, VRBO, material participation logs.
Construction and trades
Job costing, progress billing, retainage.
E-commerce and Shopify
Sales tax across states, COGS, returns and refunds.
Professional services
Consulting, agencies, freelancers.
S-Corps and multi-entity
Holding companies, inter-company transfers.
Ready for clean books?
Send a screenshot of your current QuickBooks. We will tell you what monthly will cost.