Bookkeeping · Tax · Payroll, for owner-run businesses
Sample · taking new clients for the November close
Clean books,
every month.
Taxes with no surprises.
A small CPA-led firm (sample). Send us the receipts; we keep the ledger, close your month by the 10th and file on time, for a fee agreed before we start.
Sample
CPA-led team
Works in QuickBooks Online & Xero
Replies in 1 business day
Fees published,
How a month closes · sample schedule
Four moves, done by the 10th.
Bookkeeping, payroll and tax run on one calendar, so nothing waits for March.
All six services →
Getting started
Four steps, then it runs every month.
Week 1
Connect
Give us read-only access to your bank feeds and accounting software. We set up a shared folder for documents.
Weeks 2–3
Clean up
We fix categories, reconcile old balances and agree a chart of accounts with you.
Every month
Close
By the 10th you get a short report: profit and loss, cash, and anything we need from you.
Every quarter
File
Estimates and year-end returns are prepared from books that are already correct.
Who we work with · sample niches
Owner-run businesses with real receipts.
01
Restaurants & cafés
Tips, daily sales, supplier invoices.
02
Trades & contractors
Job costing, materials, mileage.
03
Creators & freelancers
Several income streams, quarterly estimates.
04
Clinics & studios
Bookings income, equipment, staff payroll.
05
Non-profits
Restricted funds and board-ready reports.
06
Online shops
Payouts, fees, inventory and sales tax.
Pricing · sample fees, USD
The fee schedule, in plain numbers.
YOUR TRANSACTIONS A MONTH
SAMPLE
≤ 400
transactions a month → Ledger + Tax, $750 a month (sample, not a quote)
All fees are samples: set your own in the Plans collection. The selector only highlights a tier; it is not a quote.
Catch-up books quoted separately
What changes · sample clients
Numbers our clients notice first.
Sample stories with invented people. Replace them with real, permitted quotes before you publish.
SAMPLE RESULT
Day 24
Day 9
Month-end close
· before → after
“I used to spend Sunday nights in spreadsheets. Now I read one report a month and ask two questions.”
Jordan Reyes (sample)
Owner, a sample café
SAMPLE RESULT
41
0
Uncategorised lines
· before → after
“They found every odd line in the first month and asked me about each one, once.”
Mara Lindqvist (sample)
Joinery workshop, 6 staff
SAMPLE RESULT
3 mo
0
Months behind
· before → after
“The catch-up was quoted as one fixed price, and the invoice matched it.”
Dev Patel (sample)
Online shop owner