A bookkeeper records what happened. We tell you what it means.
Clean books every month, plus a plain-English report on the KPIs, margins, and trends that matter, and what to do about them. For the price of a bookkeeper.
- Your first Insight Report is free
- Read-only access, always
- Walk away whenever
Everything a bookkeeper does. Then the part they never send.
- The books, kept cleanEvery transaction recorded and reconciled monthly, CPA-ready at year end. In QuickBooks Online, your file or ours.
- An Insight Report, every monthThe KPIs, margins, and trends that matter for your business, in plain English, with what changed and why.
- A short walkthroughA call where we read the numbers back to you and answer the question underneath: so what do I do about it?
- Keep your bookkeeper, if you like themWe can do the analysis on their books. The price tracks the work, never a plan name.
A bookkeeper and a financial analyst. For the price of a bookkeeper.
Most owners pay for the recording and never get the reading. We include it, and charge what plain bookkeeping usually costs.
- Books & InsightClean books plus the monthly report. Keep your bookkeeper and take the analysis only, if you prefer. What is included
- Cash Flow ControlGet paid faster, see thirteen weeks ahead, know which work makes money. Built on clean books. How it works
Taking both together costs less than buying each on its own.
We tell you what is wrong before we touch a thing.
- 1
A short intro call
Fifteen to twenty minutes. Nothing to prepare, nothing to send. If we are not a fit, we say so on the call.
- 2
Your first Insight Report, free
One month of your numbers explained, plus an honest read on the books underneath. All we need is view-only access, under a mutual NDA.
- 3
Then, if you want, the monthly rhythm
Books closed and reconciled, the report delivered, a short walkthrough. Month to month, with thirty days' notice either way.
The same report our clients get. One page per trade.
A glimpse of the format, not the whole thing. Yours is built from your real numbers, and you see a full example on the first call.
Profit on paper is not cash in the bank.
A good month can still leave the account tight. The report shows the gap and where it went, so a slow slide shows up while it is still cheap to fix.
Read: cash flow versus profitPriced to your business, not a menu you do not fit.
Ranges by size on the pricing page. Your exact number is confirmed before you commit, then it stays fixed.
Questions owners ask first.
Do I have to replace my bookkeeper?
No. Keep the bookkeeper you trust and take the analysis and the monthly report from us. If you would rather hand us the books, or they need work first, we do the bookkeeping too. We recommend whatever serves the business.
What if my books are a mess?
Common, and not a problem. The first Insight Report tells us, and you, exactly what shape they are in. If a cleanup is needed, we scope it and quote it flat up front, priced on the real work.
How is my data kept safe?
We work read-only for the Insight Report, under a mutual NDA, and we never touch bank logins or move money. For ongoing work we use scoped accountant access inside your own QuickBooks. Your data stays in your systems.
Is the first report really free?
Really free. No card, no trial that converts on its own, nothing to cancel. It costs us a few hours, and it is the most honest pitch we have: you see the actual work instead of taking our word for it. Plenty of owners take the report and never come back, and that is fine.
See where your business really stands.
Start with an Insight Report: one month of your numbers, explained in plain English, yours to keep.
Read-only access, we never touch your books. Prefer to talk first? Book a 20-minute introduction call.