Professional oversight every quarter — so you always know where your business stands, without handing off your books entirely.
+ $199 one-time setup · or $1,490/yr (2 months free)
Everything you need to stay on top of your finances without doing it all yourself.
Every quarter, we review your books top to bottom — catching errors, fixing categorization, and making sure everything ties out.
You get a clear breakdown of revenue trends, expense patterns, and the numbers that actually matter for your business decisions.
A dedicated sit-down each quarter to review your financials, answer your questions, and plan for what's ahead.
Your P&L and Balance Sheet reviewed and cleaned up so you and your CPA always have accurate, up-to-date records.
Beyond the strategy session, we stay in touch to make sure nothing falls through the cracks between quarters.
Questions don't wait for quarterly meetings. Email us anytime and get a response by the next business day.
A one-time setup to connect your accounts, organize your Chart of Accounts, and establish your baseline.
Handle your day-to-day bookkeeping as usual. We're available by email if questions come up between quarters.
Every quarter, we audit your books, prepare your reports, and meet with you to go over everything.
You manage your own day-to-day bookkeeping but want a professional to check your work
You're not ready for full monthly bookkeeping but need more than just a CPA at tax time
You want a clear picture of your business finances every quarter without doing the analysis yourself
You're a service business doing $150K–$3M/year and want oversight without the full price tag
Whether you're ready to talk or just want to see where you stand, we've got you.
Book a free 30-minute consultation. No pressure, no pitch—just a conversation about your books.
Take our free Financial Scorecard—a quick assessment of where your business finances are today.
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