Kickoff within 24–48 hours of signup — fully onboarded in about a week.
Your books, from kickoff to year-end
Four predictable steps. No jargon, no surprises, no lock-in.
Meet your bookkeeper
Within 24–48 hours of signupA dedicated, U.S.-based bookkeeper is assigned to your business — not a rotating team or a chatbot. You meet them on a 20-minute kickoff call where we learn your business, your industry, and how you want your books organized.
- One named bookkeeper who stays with you
- 20-minute kickoff call on your schedule
- Chart of accounts tailored to your industry
We connect your accounts
Within the first weekWe work inside your existing QuickBooks or Xero — no new platform to learn. We securely link your bank, credit card, payment processors, and payroll so transactions flow in automatically and your books stay yours.
- Works in your QuickBooks or Xero — no lock-in
- Bank, cards, Stripe/Square/PayPal, and payroll linked
- Secure, read-only connections — we never move your money
We close your books each month
Every month, on a set scheduleEvery transaction is categorized, every account reconciled to the penny. You get a clean P&L, balance sheet, and cash flow report — tax-ready, not a draft — delivered on a predictable schedule.
- Every transaction categorized to the right account
- Every account reconciled to the bank statement
- Tax-ready P&L, balance sheet, and cash flow delivered monthly
You stay ahead, year-round
OngoingMessage your bookkeeper directly anytime — no ticket queues. At year-end your statements are already closed and ready for your CPA on day one. No scramble, no surprise tax bills, no catch-up invoices.
- Direct messaging with your bookkeeper — replies under 24 hrs
- Year-end package ready for your CPA on day one
- Optional catch-up if you ever fall behind
What you get in your monthly close
Not just categorized transactions — a real, reconciled, tax-ready close.
- Reconciled bank, credit card, and payment processor accounts
- Every transaction categorized in your QuickBooks or Xero
- Profit & loss, balance sheet, and cash flow statement
- Tax-ready monthly close package
- Direct access to your dedicated bookkeeper
- Year-end CPA-ready statements

