We understand the unique financial needs of service-based entrepreneurs. Our streamlined process fits agencies, consultants, and wellness practices.
Solo Service Providers
Consultants & Small Agencies
Home & Local Service Businesses
Stay organized with accurate transaction categorization, reconciliations, and clear monthly reports.
Keep your books current so you can see where your money is going and understand how your business is performing.
Simple monthly bookkeeping that helps keep your financial records clean, organized, and ready when you need them.






Monthly Bookkeeping, Kept Simple
Transaction Categorization
We categorize your business income and expenses so your books stay organized, accurate, and easy to understand.
Account Reconciliation
We compare your bank and credit card statements to your books, identify discrepancies, and make sure your recorded balances are accurate and up to date.
Clear Monthly Financial Reports
Receive a clear Profit & Loss and Balance Sheet each month, so you can understand how your business is performing and keep organized records for tax time.
Simple, Reliable Monthly Bookkeeping
Starting at $300/mo
Simple Monthly Pricing
Monthly
Bank & Credit Card Reconciliations
Clear
Profit & Loss + Balance Sheet
Initial Setup
Monthly Reconciliation
Clear Reports
We securely connect your accounts and organize your bookkeeping setup so we can get started on a clean foundation.
Each month, we categorize transactions, reconcile your bank and credit card accounts, and review discrepancies so your books stay accurate and up to date.
Receive easy-to-understand financial reports, giving you a clear picture of your business's health.
Ready for Financial Clarity?
Stop wrestling with receipts and spreadsheets. Get started with flat-rate bookkeeping designed for your service business.


