ONE LESS THING ON YOUR MIND.

You’ve got better things to do than the books.

Monthly bookkeeping for small-business owners ready to hand it off.

Human-reviewed. In your QuickBooks.

Take the books off my plate

You share records and answer questions. We handle the monthly books.

An electrician wrapping up his workday beside his service vanA creative-business owner hanging a finished print in her studioANNUAL PLANS FROM$129/mo$1,548 billed annually

STEADY BOOKS. BRIGHTER DAYS.

Good at your business.
Done doing everything.

The same dedication to your business.
A little more breathing room for you.

  • Organized
    transactions
  • Reconciled
    accounts
  • Clear monthly
    reports

FOR PEOPLE WHO WEAR A LOT OF HATS

Trades & home servicesCreative businessesIndependent professionals

Different work. The same feeling that there aren’t enough hours in the day.

A SMALL HANDOFF. A BIG RELIEF.

You run the business.
We’ll keep up with the books.

You don’t need another app to learn or another job on your list. You need the monthly bookkeeping taken care of.

01

Start with a conversation.

Tell us what you do and where your books stand. We’ll review your books, confirm your plan and agree on the cleanup scope before you pay.

02

Hand over the monthly work.

We categorize transactions and reconcile your accounts in QuickBooks Online. You share records and answer questions when we need context.

03

Know where you stand.

Get a monthly profit & loss report and balance sheet, with your books reviewed by a real person before delivery.

Your QuickBooks account stays yours. Your numbers stay within reach.

HELP THAT FITS A SMALL-BUSINESS BUDGET

Good books.
A price you can work with.

Choose your plan by your usual transaction count.
Pay annually for a lower rate and free initial cleanup.

Our lowest rates, plus free initial cleanup. Pay for 12 months upfront.

KEEPING THINGS SIMPLE

Starter

$149/month with monthly billing

$129/month

$1,548 billed annuallyPaid upfront for 12 months

Save $240/year + free initial cleanup

Up to 50 transactions per month

Choose Starter annual

A LITTLE MORE COMING & GOING

Standard

$199/month with monthly billing

$179/month

$2,148 billed annuallyPaid upfront for 12 months

Save $240/year + free initial cleanup

51–100 transactions per month

Choose Standard annual

MORE ACTIVITY. SAME SUPPORT.

Plus

$299/month with monthly billing

$269/month

$3,228 billed annuallyPaid upfront for 12 months

Save $360/year + free initial cleanup

101–200 transactions per month

Choose Plus annual

We’ll review your books and confirm the fit before you pay.

AN EXTRA REASON TO PAY ANNUALLY

A clean start, included.

Save $240–$360 a year on bookkeeping, and your initial setup and cleanup are on us. We review your books and agree on the period, accounts and work covered before you pay.

In every plan

  • Transaction categorization
  • Bank & card reconciliation
  • Monthly financial reports
  • Human review

For straightforward, cash-basis businesses in their own QuickBooks Online account. Your QuickBooks subscription is separate. Initial setup and cleanup are included in annual plans; we review your books and agree on exactly what’s covered before payment. Monthly plans have separately quoted setup and cleanup.

Tax preparation, payroll, bill pay, assurance, inventory, and multi-entity work aren’t included.

Annual plans are paid in full upfront for 12 months and renew yearly unless you turn off renewal. See billing, renewal and refund terms.

Over 200 transactions, or not sure? We can figure it out together

LESS OVERHEAD. MORE VALUE.

A smarter way to do
the everyday work.

Good bookkeeping should feel within reach.

01

Modern tools. Less busywork.

We use technology to reduce repetitive work and keep the process efficient. That helps keep your monthly price down.

02

A person checks the details.

Your monthly books and reports get a human review. When something needs context, we ask you.

03

The essentials, done well.

Focused monthly bookkeeping with clear scope and pricing. You know what you’re handing over and what it costs.

BEFORE YOU HAND IT OVER

Fair questions.
Straight answers.

Getting help with your books should make things simpler.

Is this a service or another piece of software?

It’s a monthly bookkeeping service. We work in your QuickBooks Online account to categorize transactions, reconcile accounts, and prepare reports. You provide records and answer questions when we need context.

What if I’m behind on my books?

You don’t need to tidy everything up first. Annual plans include your initial cleanup at no extra charge. We review your books and confirm the period, accounts and work included before you pay. The offer covers that agreed initial cleanup; extra work needs a separate agreement. For monthly plans, setup and cleanup are quoted separately.

Why choose an annual plan?

You get our lowest rate and free initial setup and cleanup, with the same monthly bookkeeping and human review. Starter and Standard save $240 per year compared with monthly billing; Plus saves $360. You pay for the full year upfront. We review your books and agree on the initial cleanup scope before payment.

How does annual billing work?

You pay for 12 months upfront: $1,548 for Starter, $2,148 for Standard or $3,228 for Plus. The monthly equivalents are $129, $179 and $269; these are comparisons, not monthly installments. Your initial cleanup is included after we review and agree on its scope. Your service agreement confirms the 12 months covered before payment.

What about renewal or cancellation?

Annual plans renew yearly unless you turn off renewal before the next charge. We’ll send a reminder at least 30 days ahead. Turning off renewal keeps your service running through the paid year. Annual payments are generally nonrefundable for a voluntary early exit; refunds if we cannot deliver the agreed service are covered in our billing terms.

How do I know which plan fits?

Start with your typical monthly transaction count. This includes activity such as customer payments, purchases, and other entries in your business accounts. We’ll review your actual activity and complexity, confirm how it’s counted, and agree on a plan before starting.

Do I need QuickBooks Online?

Yes. These plans use your own QuickBooks Online account, and its subscription is separate from our bookkeeping fee. If you’re using something else, tell us before making a change so we can discuss whether the service is a fit.

Will a real person review my books?

Yes. Technology helps with preparation and organization. A person reviews the monthly books and reports, and follows up on missing information or unusual transactions.

Can you handle taxes or payroll too?

These plans cover monthly bookkeeping. Tax preparation and filing, payroll, bill payments, assurance, inventory, and multi-entity work are outside the scope. Your monthly reports can be shared with your tax preparer.

ONE LESS THING STARTS HERE

Let’s make room
for your real work.

A few details about your business are all we need to start figuring out the right fit.

No bank details or financial documents.
Just a conversation to start.

Your business is yours to run.
You don’t have to do every part of it.

Tell us a little about your business. Please leave out bank details and financial documents.

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