Most firms tell you what happened.We tell you what to do next.
We run your entire back office: bookkeeping powered by automation and reviewed by a CPA, tax planning that pays for itself, and financial guidance built for owners who want answers, not just reports.
Trusted by 100+ small businesses
- BookkeepingBehindReconciled
- Cash flowUnclearClear
- Tax planningReactiveProactive
- Fractional CFONo planStrategic
AI speed. CPA accountability.
We built our own automation platform so your books get done at machine speed, then put a CPA over every file so a human is accountable for what the machine produces.
Connect
We link your bank feeds, payroll, and payment systems once. No spreadsheets, no shoebox.
Automate
Our platform categorizes and reconciles continuously through the month, so the data work that used to take days now happens in hours.
Review & advise
A CPA reviews every close, catches what software can’t judge, and turns clean numbers into decisions.
Not a PDF dump. A scoreboard with the next move.
Every month you get a clear read on where the business stands and the one or two things to do about it, reviewed with your CPA, not emailed and forgotten.
One team for the whole back office
Start where you need us and add as you grow, all from the same CPA-led team working from numbers we trust.
Forecasting, cash-flow strategy, and board-ready reporting. A senior finance partner, part-time.
Learn more Full AccountingYour whole back office run for you: books, payroll, A/P & A/R, and year-round tax planning.
Learn more BookkeepingAccurate, CPA-overseen books, categorized as they happen and closed every month.
Learn more Cleanup & catch-upBehind, or your books are a mess? A one-time, fixed-price rescue, credited back when you go monthly.
Learn morePick what you need. Know what it costs.
Clear starting prices, all from one CPA-led team. Every plan includes the same automation platform and CPA review.
$550/mo
starting at
The essentials, to start:
- Categorized as transactions come in
- A CPA reviews every close, and you can ask them why
- Structured for tax planning from day one
- Direct access to your team, no ticket queues
- QuickBooks set up & maintained
Best if: Solo owners with simple books and no payroll.
$775/mo
starting at
Everything in Starter, plus:
- Payroll for your team
- A dedicated bookkeeper
- Categorized as you go, closed every month
Best if: Growing teams that need payroll and full books.
$1,275/mo
starting at
Everything in Bookkeeping, plus:
- A/P & A/R management
- Vendor bills & customer invoicing
- Year-round, proactive tax planning
- Month-end close, with a review you can question
Best if: Busy businesses that want the whole back office handled.
$2,575/mo
starting at · all-in
Everything in Full Accounting, plus:
- Cash-flow & profit forecasting
- Job costing & project profitability
- Board-ready reporting
- A senior CFO partner, part-time
Best if: One partner for your books, payroll, and financial strategy.
All-in: full bookkeeping, payroll, A/P & A/R, and year-round tax planning included.
Every plan includes the same automation platform and CPA review. Tiers differ in how much of your back office we run.
Tax — filing & planning
Tax filing
Per return · quoted on a free consult
Business and personal returns, filed on time and coordinated with your books. Learn more →
Year-round tax planning
Included in Full Accounting & CFO
On Starter and Bookkeeping, add proactive year-round planning for a monthly fee, quoted on a free consult. Learn more →
Every price above is a starting point: your final number depends on your business and the size of your books (transaction volume, payroll, and number of accounts). You’ll get an exact, fixed quote from the quote tool or a free consult. Month-to-month, no long-term contracts, no surprise bills. Get your exact quote →
Weighing the alternatives? Compare us honestly with QuickBooks Live or AI bookkeeping tools.
Promises we stand behind
Reply within 1 business day
You’ll always hear back fast, no chasing us down.
Accurate work, or we fix it free
A licensed CPA reviews your numbers before they go out.
No long-term contracts
Simple month-to-month. You stay because it works.
No surprise bills
You approve a clear price before any work begins.
Built for service businesses & nonprofits
We focus on service-based organizations, not retail or e-commerce, so we go deep on exactly what you need.
Contractors & trades
HVAC, electrical, construction, field services.
Agencies & consultants
Marketing, creative, and professional consultancies.
Professional services
Law, healthcare, and licensed practices.
Startups
Early-stage teams that need real financial footing.
Nonprofits
Fund accounting, Form 990, and board-ready reporting.
Results owners can feel
We used to make decisions based on intuition. Now we make decisions backed by clear financial insight and measurable data — their guidance helped us cut unnecessary expenses, improve operational performance, and significantly increase net profit within the first year.
Ready to know what to do next?
Book a free consultation and let’s build a clear path to a more profitable business.