BOOKKEEPING • MID-MARKET & OWNER-LED BUSINESSES
Accounting, run by people who know how a close actually works.
Two ways to engage, depending on your situation from full-cycle bookkeeping done entirely for you, to senior support alongside a controller you already have. The standard of work is the same either way.
DO THESE SOUND FAMILIAR?
If you recognise any of these, it is time to talk.
You cannot tell if you are profitable
Books are months behind. P&L looks different every time someone runs it. You are making decisions with numbers you do not trust.
Close takes two weeks or more
Month-end stretches past the 10th every single month. Reconciliations pile up. You are always looking at last month’s numbers by the time they are ready.
Your bookkeeper or controller left
They left, or they are overwhelmed. You are spending owner time on accounting because no one else can do it. That is not sustainable.
Sound familiar? Book a call and tell us what is broken.
WHAT IS INCLUDED
Everything your accounting function needs to run cleanly.
01.
Full-Cycle Bookkeeping
Bank and credit card reconciliations, AP/AR processing, general ledger maintenance, and journal entries done every month without you having to chase anyone.
02.
Monthly Close & Financial Statements
Managed close process with reconciled balance sheet, income statement, and cash flow statement delivered by the 7th business day. Accruals, prepayments, and technical entries included.
03.
Controller Oversight on Every Engagement
Every file is reviewed by a controller before delivery. You are not getting junior-only work, you are getting a managed accounting function with senior eyes on it.
04.
Audit-Ready Records
Work papers, reconciliation schedules, and supporting documentation maintained in audit-ready format. When an auditor or banker asks for backup, you have it.
Plans & Pricing
Three plans. Priced by revenue band.
Pick the plan that fits your current revenue. Move up when you grow. Annual billing saves you 20%.
Essential Books
For stable, growing businesses.
One Entity – Cash Accounting
$449
/month
INCLUDED
- Upto 2 Bank/Credit Card Accounts
- Upto 120 Monthly Transactions
- Monthly bank & credit card reconciliation
- Month-end closing
- Monthly Financial Reports (P&L & Balance Sheet)
- Chart of accounts (Standard Setup)
- Dedicated Bookkeeping Team
Growth Books
Our most popular plan for established firms.
One Entity – Cash or Accrual
$799
/month
INCLUDED
- Upto 6 Bank/Credit Card Accounts
- Upto 300 Monthly Transactions
- Monthly Consultation Call (30 min)
- Monthly bank & credit card reconciliation
- Month-end closing
- Monthly Financial Reports (P&L, Balance Sheet & Cash Flow Summary)
- Chart of accounts (Custom Setup)
- Dedicated bookkeeping team
Custom Engagement
For scaling enterprises needing deep financial visibility.
Multi-Entity – Cash or Accrual
Contact for custom quote
INCLUDED
- Dedicated account manager
- Custom software implementation
- Dedicated bookkeeping team
- Month-end close management
- Monthly Financial Reports (P&L, Balance Sheet, Income Statement, Statement of Cash Flow)
- 13-Week Cash Flow Summary
- Quarterly financial analysis & trending
- Executive KPI Dashboard tracking
- CFO-level advisory: Bi-weekly 30-minute strategic consultation calls.
Revenue above $1.5M? Contact us for a custom engagement.
Top Questions
What clients ask before they engage.
Most clients are fully onboarded within 5–7 business days.
Yes. We work with QuickBooks Online, Xero, FreshBooks & NetSuite. If you are on a different platform we will let you, if we are a fit or not.
That is the most common starting point. We do a catch-up cleanup as part of onboarding. We will scope the work and share the effort required and a quote.
No long-term contracts. Monthly billing requires 30 days’ notice to cancel. Annual billing is discounted 20% and if you choose not continue with us, in that case your services will end when your annual term ends.
Service businesses primarily: professional services (legal, medical, consulting) & any VC/PE-backed firms.
More questions? Click here to review our dedicated support page answering all the questions.
Ready to hand off your accounting? Let’s talk.
30-minute call is all it takes. We will tell you which model makes sense and what it would cost.