Flat-Rate Bookkeeping for Small Business

Your books should tell you
where your money is going

Most small business owners can't answer basic financial questions about their own company. We change that with clean, accurate books delivered every month — for a flat fee agreed on day one.

No long-term contracts
Onboarding complete within 48 hours
Tax-ready books, every month
Schedule a Free 30-Minute Call
We'll review your current setup and show you exactly what we'd fix.
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What disorganized books
actually cost you

The cost isn't just the accountant bill at year-end. It's the decisions you can't make because you don't have the numbers.

01

You don't know if you're profitable

Revenue is up, but after expenses, payroll, and taxes — is there anything left? Without clean books, you're making decisions based on your bank balance, not your actual financial position.

02

Tax time is a scramble every year

Receipts from ten months ago, transactions you can't explain, a CPA who charges extra to clean up your records before they can even start filing. It happens every year because nothing changes.

03

You're handling it yourself

Evenings and weekends spent on bookkeeping instead of your business or your family. The time cost is real, and the risk of errors doing it yourself compounds over time.

04

Deductions you didn't know existed

Business owners who manage their own books commonly miss deductions simply because they don't know what qualifies. That's money returned to the IRS that should stay in your business.

Straightforward process,
consistent results

We built our process around getting you accurate books fast and keeping them that way without requiring anything from you month to month.

1

Discovery Call

30 minutes to understand your business, your current records, and where things stand. No commitment needed to book.

2

Onboarding

We connect to your accounts and get your books current. Most clients are fully set up within 48 hours of signing.

3

Monthly Delivery

Reconciled accounts, categorized transactions, and a clean P&L delivered every month. Nothing required from you.

4

Tax-Ready, Always

When tax season comes, your books are already in order. Send your accountant a clean file in minutes, not weeks.

What clients see
when the books are clean

These figures reflect common outcomes for small business owners who move from DIY bookkeeping to a managed service.

$4,200+
Average additional deductions identified in year one
100%
Of clients have tax-ready books before March 1
Flat
Monthly rate — agreed upfront, no surprise invoices
48hr
Typical time from signed agreement to fully onboarded

What's included
in every engagement

We handle the bookkeeping. You stay focused on the business.

Core Service

Monthly Bookkeeping

Accurate, reconciled books delivered every month. We categorize transactions, reconcile all accounts, and produce your financial statements on a fixed schedule.

  • Bank and credit card reconciliation
  • Monthly P&L and balance sheet
  • Cash flow tracking
  • Expense categorization
Tax Support

Tax Season Preparation

We keep your books in the state your CPA needs them year-round. When filing time comes, you hand off a clean package — not a project.

  • Year-round tax-ready records
  • Deduction identification
  • 1099 preparation and filing
  • CPA coordination
Financial Visibility

Reporting and Clarity

Monthly financials you can actually read. Know your margins, track your expenses, and make decisions with accurate numbers rather than estimates.

  • Monthly review call
  • Profitability by project or client
  • Budget vs. actuals
  • Growth-ready reporting

Flat monthly rate.
Set on day one.

Your rate is determined by transaction volume and complexity. It doesn't change unless your business grows into a higher tier.

Essential
$300
to $350 / month
Suitable for sole proprietors and freelancers with straightforward finances.
  • Monthly bookkeeping
  • Bank and credit reconciliation
  • Monthly P&L statement
  • Tax-ready records
  • Email support
Schedule a Call
Premium
$450
to $750 / month
For established businesses that need a dedicated financial partner, not just a bookkeeper.
  • Everything in Professional
  • Bi-weekly check-ins
  • Project-level profitability
  • Budget vs. actuals tracking
  • CPA coordination
  • Dedicated account manager
Schedule a Call

Schedule your
free discovery call

30 minutes. We'll look at your current setup, identify the gaps, and tell you exactly what working with us would look like. No obligation.

Checking availability...

No credit card required. We'll confirm within 2 hours.

You're on the calendar

Check your email for a confirmation. We'll be in touch within 2 hours to confirm your slot.