Clean books, every month, on time.

What's included

Everything, in one price

• Monthly bank + credit card reconciliation
• Transaction categorization (AI + human QC)
• Monthly P&L, balance sheet, cash flow
• Chart of accounts setup
• Quarterly books cleanup included
• 1099 preparation at year end
• Direct Slack / email to your bookkeeper

How it works

From signup to done

1. 1

   Kickoff call

   30 minutes. We learn your business and get your preferences. You pick QuickBooks or Xero.

2. 2

   Connect accounts

   Plaid-powered, read-only. Takes 10 minutes. We pull historical data and start categorizing.

3. 3

   First close

   By day 14 you get your first clean monthly report. We walk through it on a 20-minute call.

4. 4

   Ongoing

   Monthly reconciliation + reports by the 10th. Questions answered within 24 hours.