Books that make sense—so your next move does, too.
Let us translate your numbers into sharper insights + bigger profits.
Your most dreaded “to do” done for you.
Your business finances feel like a foreign language, but unlike learning French, you can actually outsource this.
If you find any of these a little too relatable…
→ “I've been putting off my bookkeeping for three months and now I'm drowning in Quickbooks categorization. Playing catch-up is my personal version of hell.”
→ “I paid everyone else first this month... again. My contractors are thriving, but I'm eating ramen. This can't be sustainable, right?”
→ “I check my bank balance to see how much I made last month. We had amazing sales in July, but somehow I still don’t have the cash left to show for it.”
→ “I'm trying to make hiring decisions based on what I need to get done, but my P&L is telling me I need to do it all myself.”
Hey. Hi. Hello... we're the financial sidekicks you've been waiting for.
Books that make sense are your business's best friend.
We explain everything so you're never left decoding spreadsheets or feeling like it’s you and your calculator app against the world.
You can't scale what you don't understand.
We flag issues and patterns in your numbers so you can run a more profitable business. Because numbers without a gameplan make for cluttered spreadsheets, not a business empire.
Monthly Bookkeeping
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Monthly Bookkeeping |
When it comes to your client work, you dive right in. When it comes to your finances, you're suddenly more avoidant than someone dodging their high school reunion.
Monthly Reporting
Easy-to-understand reports delivered to your inbox every month that are easier to understand than reading a recipe.
1:1 Slack support
Quick questions, sharing wins (our favorite!), and personal support. It's like having a bookkeeper in your back pocket.
Video Walkthrough
Get a custom walkthrough on your numbers so you feel confident + clear, never confused.
Quarterly Zoom Calls
You, your account manager, and your main bookkeeper meet each quarter to discuss your reports, answer questions, and make a plan for the next quarter.
Profit Leak Detection
We find the sneaky money drains you didn't know existed and help you understand exactly where your margins went—and how to fix them.
Starting at $550/month
For businesses bringing in $250K+ who need their financial foundation rock-solid.
“I was always anxious that I was doing it wrong.”
“Coming out of my last experience with a bookkeeper, I felt tremendous anxiety about numbers, finances, and how to organize it all. I was very confused about business vs personal expenses and was always anxious that I was doing it wrong. After working together, I feel confident in my money and I don’t feel ANY anxiety around expenses anymore, or what I need to do to keep the flow going.”
- Gabrielle Ortega, OM Therapy Coaching
Face your finances without flinching.
You get everything you need to know about your numbers delivered to your inbox and a bookkeeper in your back pocket for 1:1 support.
We're here to help you ditch the stress, reclaim your time, and get back to serving customers without worrying about the numbers.
Whether you're here because…
You're building a firm financial foundation.
You’ll get clear and accurate monthly reports, quarterly strategy sessions to keep you on track, and Slack support whenever you need a quick answer.
You're trying to keep up with a rapidly growing business.
You're worried things are slipping through the cracks. We flag issues in your numbers and translate everything into insights that help you scale without losing your sanity.
You don't have time to add bookkeeping to your growing to-do list
Hand over the headache to people who get excited about profit margins and deduction categories. You focus on what you do best, we eliminate the number stress.
The solution is staring you in the face: Profit Priority
Everything you’re wondering about bookkeeping.
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Our tax expertise is designed to work alongside your ongoing financial strategy rather than as a standalone service. We integrate tax planning with your business decisions throughout the year—so your hiring timeline considers your tax position, and your cash flow planning includes accurate tax projections. If you're looking for someone to just file your returns once a year, we're probably not the right fit. We're the firm for you if you want tax strategy that actually talks to your business strategy all year long.
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Your bookkeeper tells you what happened. Your CFO tells you what to do next. Bookkeeping gets your financial house clean and organized—accurate reports, clear insights, and the foundation you need for smart decisions. Fractional CFO services give you strategic guidance for every “should I or shouldn't I?” moment that keeps you up at night. Think hiring decisions, pricing strategy, cash flow forecasting, and scenario planning. Our Fractional CFO services always include bookkeeping because you can't build strategy on messy books.
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We've seen it all, and we mean ALL. Shoebox full of receipts? Been there. Three years of “I'll deal with this later?” Done that. We're like financial archaeologists—we dig through the mess, make sense of it, and get you set up so it never happens again. No judgment, just solutions.
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For bookkeeping, we can usually get you squeaky clean within 30 days (depending on how creative your previous system was). We only take on clients we can serve well, so we'd rather do it right than do it fast.
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Only if you want to make strategic moves based on data instead of gut feelings. Our bookkeeping prepares you for that upgrade when you're ready to graduate from napkin math to actual strategy.
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Most bookkeepers hand you reports and disappear. We translate your finances into insights you can actually use and stick around to help you understand them. Think of us as financial translators, not just number crunchers.
Winging it works great until it spectacularly doesn't.
Let’s find those hidden profits so you can stop worrying about cashflow.
Send us a message to get the ball rolling.
We'll dig into what's working, what's driving you crazy, and what you're trying to build—then design the support system that gets you there.
Hand over the headache.
We handle the heavy lifting of getting your books organized and systems integrated—all the stuff that drains you but excites us.
Step into profit priority mode.
Monthly reports with clear action plans, guidance that’s always 3 steps ahead, and strategic support that grows with your business. We think you’re going to like it here.
Your profit margins are playing hard to get.
We'll help you crack their secret code.
Weekly insights that help you stop checking your bank balance 17 times before making business decisions and start making moves like a strategic CEO.
If you’re asking “where did all the profit go?” we’ll help you find it… and make more of it.
With spotless books, sharp forecasts, and year-round guidance that puts more cash in your pocket.
Fractional CFO Services
Get two CFO brains who actually know where your money went—and where it should go next.
Tax Support
We plan year-round so April surprises become “we already handled that” moments—and you keep more of what you make.
HR Services
Hire like a CEO, not like you're throwing darts at a resume board. Get the systems, compliance, and strategic support that stop team building from being expensive guesswork.
When your business becomes the boss you never wanted to work for, something’s gotta give.
And it starts with getting your finances cleaned up.