Value-Based Bookkeeping. No Hourly Rates. No Guesswork.
Bookkeeping for Busy Professionals
Build your empire. We’ll deliver the financial clarity to get you there.
Monthly Bookkeeping for Businesses Who Want Simplicity, Not Spreadsheets
Who We Help
Creative Professionals
Empowering creatives to do what they do best, while we manage the books with precision and care.
Professional Services
From solo consultants to established firms, we bring clarity and structure to your finances with compliant, worry-free bookkeeping.
Health & Wellness Practices
You serve your patients and we’ll serve your books. Industry-compliant financial reports, simplified billing support, and peace of mind.
Tech & Trade Businesses
Cash flow tracking, project costing, payroll setup, and more. Specifically tailored for firms who need accuracy and automation.
Choose a Monthly Plan That Fits Your Workflow and Your Stage
Monthly Plans
| Core | Momentum | Precision Plus | Elevate | Add-ons |
|---|---|---|---|---|
| Categorization of income and expenses | Accounts Payable (bills management & tracking) | Inventory tracking & reconciliation (FIFO, weighted average) | Unlimited chart of accounts, classes, and locations | SmartStart |
| Monthly bank and credit card reconciliations | Recurring transactions setup | Budget creation and tracking (monthly/quarterly) | Advanced Excel-based custom reports (fully tailored P&L by location, client, or project) | BooksCatch |
| Connect & sync all financial accounts (bank, PayPal, Stripe, etc.) | Multi-currency support (for international payments/sales) | Class & location tracking (e.g. multiple clinics or projects) — up to 40 | Custom fields and tags in reporting | PayrollBridge |
| GST/VAT tracking (if applicable) | Time tracking for employees or contractors | Project/progress invoicing and cost tracking | Workflow automation setup (Payment reminders,Invoice follow-ups,Recurring billing alerts) | Custom SOP & finance process design |
| Setup of chart of accounts (up to 250 items) | Payroll coordination | Job costing reports | Role-based permission setup and team access management (up to 25 users) | TaxTrack |
| Unlimited custom invoices and quotes | Email support for billing/invoicing issues | Custom dashboard reports | Monthly backup and restore plan (in case of corruption/errors) | TrackWise |
| Monthly financial statements | Multi-user access: up to 3 users + accountant | Monthly rolling cash flow forecasts | Revenue recognition management | |
| Progress invoicing setup (for project-based work) | Up to 3 custom reporting categories (e.g. client-specific cost tracking) | Multi-channel income reconciliation (e.g. Etsy, Shopify, Square) | Integration with third-party CRMs, payroll, time tracking, and tax platforms | |
| Support for one user + accountant access | Monthly financial call (optional, 30 mins) | Quarterly strategic review call (60 mins) | Bi-weekly strategy calls (optional) | |
| Monthly performance review email | - | - | Priority support (within 12 hours) |
Why us?
Expertise You Can Trust
With years of hands-on experience and a deep understanding of financial systems, we bring clarity, accuracy, and strategy to your business finances — so you can focus on growth.
Fast, Reliable, and Always On Time
We respect your time and deliver results when you need them. Our streamlined processes ensure every report, statement, or update arrives promptly — with zero compromise on quality.
Secure and Confidential
Your data is safe with us. We follow industry-standard security protocols and treat your business information with the utmost confidentiality and care.
Personalized Support
No cookie-cutter solutions here. We take time to understand your business, your goals, and your challenges — and tailor our services to fit your unique needs.
Proven Track Record
From startups to growing businesses, we’ve helped clients save time, reduce costs, and gain financial visibility. Don’t just take our word for it — our results speak for themselves.