Sign up in minutes, choose your plan, and let us handle the rest - no meetings (unless you want to), no setup headaches.
Just clean books every month.
Here's how it works:
1. Choose Your Subscription
Select the plan that fits your business, just like choosing a streaming plan.
2. Add Any Extras You Want
Pick optional add-ons to customize your support.
3. Quick, Secure Checkout
Sign up in minutes — no meetings required (unless you request one).
4. Sit Back & Relax
We handle your bookkeeping each month so you can focus on growing your business.

Perfect for side-hustlers & new solo businesses who want simple, clean monthly books.
Perfect for busy solo entrepreneurs who want fully reconciled, tax-ready books every month.
Perfect for small S-Corps & service businesses that need a bit more support and flexibility.
Monthly transaction categorization up to 75 transactions/month
Monthly account reconciliation
Monthly Income statement
Email support for tax questions
Monthly transaction categorization up to 125 transactions/month
Monthly account reconciliation
Profit & Loss and Balance Sheet
Priority email support for tax questions
Monthly transaction categorization up to 200 transactions/month
Account reconciliation
Support for Stripe, Square, Paypal etc.
Year-end tax prep handoff package
Monthly financials
Your choice of a "bite-sized" CFO strategy session or tax advisory session annually

We manage payroll setup and monthly oversight through your preferred payroll provider. You approve hours — we make sure it runs smoothly.

Get simple, accurate estimated tax calculations each quarter so you always know what to pay — no surprises, no stress. We handle the math and keep you on track with clear, easy-to-follow guidance.

Need expert answers without the overwhelm? Book a short, focused session with a tax pro anytime you need strategic guidance, clarity on deductions, or help navigating IRS rules. Friendly, practical tax advice — only when you want it.

We prepare and file 1099s for your contractors, ensuring everyone gets the right forms on time. Smooth, accurate, and completely handled for you.

Behind on your books? We clean up prior months so you can start fresh and accurate going forward. Fast, judgment-free, and handled for you.

We prepare your books in the exact format your tax pro needs — organized, reconciled, and ready for your return. Saves hours and prevents back-and-forth at tax time.

Get a simple, easy-to-digest financial check-in at your request. No jargon — just the key numbers, trends and insights that matter so you always know how your business is performing and simple ideas to help you improve.

We handle your sales tax tracking and filings so you never worry about deadlines or penalties. Stress-free compliance without the learning curve.

If you accept payments through Stripe, Square, PayPal, or multiple platforms, this add-on lets us keep all those streams synced with your QuickBooks Online account and reconciled flawlessly.
