Everything owners usually ask before handing over their books.
We work entirely online using secure tools. You share read-only access to your bank accounts and accounting software (or we set it up for you), upload documents through a secure portal, and we handle everything remotely. You get monthly reports and can reach us anytime by email.
Your monthly price has two parts. The bookkeeping charge is $3 per transaction, based on your average transaction volume over the previous three months, with a $250 monthly minimum. On top of that, each plan has a flat fee for its level of support: Essential has no plan fee, Growth is $100/month, and Premium is $250/month. Your transaction volume never forces you into a higher plan. One-time cleanup projects start at $499, and every engagement starts with a free consultation where you get an exact price.
Email support is included with every plan. It is your day-to-day channel for questions about your books and reports, and we reply within one business day. It covers questions, not projects: if something needs real work, like a cleanup or re-categorizing several months, we quote it before starting so you are never billed by surprise. Email support does not include tax advice.
The quarterly review call comes with the Growth plan. We meet by video for about 30 minutes each quarter. Before the call, we review your quarter: profit and loss compared with the prior quarter, your largest expenses, your cash position, and anything unusual. On the call we walk through it in plain English, flag bills or invoices that need attention, and agree on next steps. You receive a short written summary afterward.
The monthly strategy call comes with the Premium plan. We meet by video for about 45 minutes each month. We review your budget versus your actual results, your cash outlook for the next month or two, your margins, and any large expenses coming up. You receive a short written summary and action items after every call, so decisions do not get lost between meetings.
The year-end package comes with the Premium plan. After the December books close, we prepare one organized package and deliver it by the end of January: your year-end profit and loss statement and balance sheet, general ledger, all bank and credit card reconciliations with year-end statements, records of equipment purchases and loans, contractor payment totals with W-9s for 1099s, and notes on anything unusual. Your CPA gets everything in one place, and we answer their bookkeeping questions during tax preparation.
Yes. Catch-up and cleanup is one of our specialties. We'll reconcile your backlog, fix miscategorized transactions, and bring everything current. You'll get a fixed project quote before we start.
No. We can set it up for you correctly from scratch, or clean up an existing file that's gotten messy.
We're bookkeepers, not CPAs. And that's actually an advantage, because our job is keeping your books immaculate so your CPA's job (and bill) gets smaller. We coordinate directly with your CPA at year-end. Don't have one? We'll refer you to someone we trust.
Yes. We use secure, encrypted tools for document sharing, bank connections are read-only through official integrations, and we never share your information with anyone except as required to serve you.
No. Monthly plans are month-to-month. Stay because it's working, not because you're locked in.
Bank and credit card statements (or read-only bank access), access to your current accounting software if you have it, and about 30 minutes for onboarding. We handle the rest.
We specialize in contractors and trades, home services, restaurants and cafes, retail and e-commerce, real estate teams, marketing agencies, medical practices, and cleaning companies, but any small or medium-sized U.S. business is welcome.
Usually within a week of your consultation. Cleanup projects are scheduled based on backlog size, and you'll get a timeline with your quote.
Yes. Remote online notarization is available nationwide, and in-person notary services are available throughout Colorado. Real estate documents, contracts, powers of attorney, affidavits, and more.
Email and video calls, whatever works for you. Monthly reports arrive by email with plain-English explanations, and we're responsive when questions come up mid-month.
Still have a question? Ask us directly. The consultation is free.