Favorable Odds
Every transaction categorized, every account reconciled, and a clean P&L in your inbox each month. At year end, your CPA gets tax-ready books instead of a shoebox.
Not sure which plan fits? Text us for the free 15-minute fit call before you start a plan. Already a client? Manage or cancel your plan here.
15 minutes on your business, accounts and where your books stand today.
We connect your accounts, set up your categories, and bring any past months current.
Every month is closed out and your P&L lands in your inbox, ready for decisions and tax time.
No. We're bookkeepers. We keep your books clean all year and hand your CPA tax-ready reports. Tax filing stays with your CPA or tax preparer.
QuickBooks Online, Xero or Wave, whichever you already use. If you don't have one yet, we'll set one up with you.
Through read-only access you grant in your bookkeeping software, or statements you send us. We never need your online banking password.
That's what Catch-Up Cleanup is for. We review your accounts, quote a flat price, and bring every month current before monthly bookkeeping starts.
Yes. Monthly plans are month to month with no long-term contract.