A bookkeeper and a financial analyst. For the price of a bookkeeper.
Clean, current, CPA-ready books, plus a monthly Insight Report: the KPIs, margins, and trends that matter, in plain English, with a short walkthrough of what changed and why. One service, one price. Or keep your bookkeeper and take the analysis alone.
- No obligation
- Read-only, always
- Walk away whenever
What comes with the books, every month.
The books, done right
- Every transaction recorded and categorized
- Reconciled every month
- Sales tax liability tracked
- CPA-ready at year end
What your bookkeeper never sends
- A report you will actually read
- The numbers that decide your business
- What changed since last month, and why
- Built around your business, never a template
Both halves, for the price of the books alone.
You already make these calls. Right now you make them on feel.
- “Can I afford to hire?”Your real margin, and the cash still free after existing commitments.
- “Which work is worth doing?”Profit per client and per job, with every cost counted.
- “Why is cash tight in a good month?”The gap between profit on paper and cash in the bank.
- “Is this a blip or a trend?”The trend across months, caught while a slow slide is still cheap to fix.
Read-only first. A mutual NDA before anything is shared. We never move money.
Each step earns the next.
- 1
Your first Insight Report
View-only access under a mutual NDA. One month of your numbers explained, plus an honest read on the books.
- 2
Cleanup, only if needed
If the books need work first, we quote it flat, up front. Never a surprise.
- 3
The monthly rhythm
Books closed and reconciled, the report delivered, a short walkthrough.
What is included, and what is not.
Included
- TransactionsRecorded, categorized, and reconciled
- Receivables and payablesRecorded, with aging
- Payroll and sales taxEntries booked, liability tracked
- StatementsMonthly, plus a CPA-ready year-end package
- The reportYour margin, trends, early warnings, a short walkthrough
Handled elsewhere
- Income taxFiled by your CPA, from CPA-ready files
- Payroll processingYour payroll provider
- Receivables follow-up and forecastingCash Flow Control, built on these books
- ReceiptsYou upload, we categorize
The details, answered.
Do I have to replace my bookkeeper?
No. Keep your bookkeeper and we do the analysis on their books, priced for the analysis alone. Or hand us the books entirely.
Is the report an automated template?
No. The numbers are calculated; the analysis is worked through for your business by our team before it reaches you.
What software do you use?
QuickBooks Online. Moving from another tool is a one-time project, quoted after your first Insight Report.
How long does onboarding take?
It depends on the books. Your first Insight Report shows what is involved before anything starts.
Start with an Insight Report.
Our clients' monthly report, run once on your books, on us.
No obligation. Read-only, we never touch your books.