Bookkeeping for small businesses

Effortless bookkeeping.
Absolute financial clarity.

Your bank accounts sync automatically, your receipts upload from your phone, and every month we turn it into clean, tax-ready reports. You always know exactly where your business stands.

Book a Free Discovery CallSee How It Works
Secure bank syncMonthly reconciliationsPredictable monthly closeTax-ready reports
SAMPLE
MONTHLY SNAPSHOTLive sync
REVENUE
$48,250
EXPENSES
$31,910
NET INCOME
$16,340
FebMarAprMayJunJulAugSep
Transactions categorized this month: 1,284
✓All accounts reconciled · 5-day close
⇄Business checking synced · just now
▣Receipt captured · Office supplies $86.20
MONTHLY CLOSE•BANK RECONCILIATIONS•SECURE BANK SYNC•RECEIPT CAPTURE•TAX-READY REPORTS•CASH-FLOW CLARITY•CUSTOM CHART OF ACCOUNTS•CATCH-UP BOOKKEEPING• MONTHLY CLOSE•BANK RECONCILIATIONS•SECURE BANK SYNC•RECEIPT CAPTURE•TAX-READY REPORTS•CASH-FLOW CLARITY•CUSTOM CHART OF ACCOUNTS•CATCH-UP BOOKKEEPING•
100%of accounts reconciled monthly
5-daytarget monthly close
12 reportsdelivered to you every year
24 hrstypical reply to your questions
Services

A finance back office, handled.

Everything a small business needs to keep its numbers clean, current and ready for a loan application, an investor or tax season, wherever you're located.

Monthly bookkeeping

Every transaction recorded and categorized correctly, on a predictable monthly schedule.

CORE SERVICE

Bank & card reconciliations

Your books matched to every bank and credit card statement, so nothing is missing or counted twice.

EVERY MONTH

Tax-ready financial reports

A clear Profit & Loss, Balance Sheet and cash-flow view, ready for you and your tax preparer.

EVERY MONTH

Catch-up & clean-up

Months behind or messy categories? We bring your books current and fix the history.

ONE-TIME PROJECT

Business registration

LLC or corporation filing in any state, EIN, and state tax registration, with your books set up from day one.

NEW BUSINESSES

LLC to S corp & entity changes

S corp elections and other entity changes, plus payroll and books updated to match.

GROWING BUSINESSES

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How it works

Three steps to books you can trust.

Set up once, then run for you every month. You stay in your business. We stay in the numbers.

01

Connect & capture

Link your bank and card accounts securely and snap receipts from your phone. Transactions flow in automatically.

02

Set up & automate

We build a chart of accounts around your business, bring in your history, and set rules that categorize routine transactions.

03

Review & report

Every month we review, reconcile and send you clean reports with a short plain-language summary.

Who we serve

Built for owners who'd rather run their business.

  • Local service businesses, contractors and consultants
  • Healthcare and care providers
  • New businesses that want the right setup from day one
  • Owners who are behind on their books and need to catch up
Trusted by
BAHO Residential Care LLC logo

BAHO Residential Care LLC

Monthly bookkeeping client

Tools we work with

Your software, done right.

QuickBooks OnlineXeroWaveSecure bank feedsDext & Hubdoc receipt captureExcel & Google Sheets
Free tools

Helpful for everyone.

No sign-up needed.

Paycheck calculator

See how gross pay becomes take-home pay after federal, Social Security, Medicare and state taxes.

TRY IT →

U.S. tax Q&A

Plain-language answers about W-2s, 1099s, deadlines, estimated taxes and record keeping.

READ IT →
Ready when you are

Let's get your books in order.

Tell us where your books stand today. We'll review your situation and set up a free discovery call, usually within one business day.

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