Remote bookkeeping built for small business

Included in monthly retainer.
 

Ditch the shoebox of receipts. We use advanced OCR technology to scan, categorize, and sync your expenses directly into QuickBooks Online as they happen — fully digital, paperless, and accurate. No manual data entry, no missing transactions at month end.

Result: hours saved every month and a complete, real-time expense record in your QBO file.

From $500 flat fee

Get your QuickBooks Online file built correctly from day one. We design your chart of accounts, connect your bank feeds, and integrate the right apps for your specific industry. Whether you're starting fresh or inheriting a broken setup, we build the financial foundation your business needs to grow.

Result: a properly configured QBO file that saves time every month and gives your accountant clean data at year end.

From $400/month

We sync your bank feeds daily and use machine learning to categorize transactions as they happen — giving you a live view of your cash flow without waiting until month end. Every account reconciled, every transaction accounted for, every month without fail.

Result: instant financial clarity so you can make business decisions based on real numbers, not last month's data.

From $150 per month of books

QBO file a mess? We specialize in rescue bookkeeping — untangling historical errors, fixing miscategorized transactions, clearing ghost balances, and rebuilding your chart of accounts from scratch. We use ProAdvisor-level diagnostic tools to find every issue and correct it completely, 100% remotely.

Result: clean, audit-ready books and a fresh start — typically completed within 2–4 weeks.

From $150/month add-on

We automate your invoicing and follow-ups so you get paid faster without the awkward collection calls. Professional reminders go out on schedule, payment tracking stays current in QBO, and your A/R aging report is included in your monthly delivery.

Result: faster collections, improved cash flow, and a professional billing process that runs without you managing it.

From $1,000/month add-on

We look through the windshield, not just the rearview mirror. Using AI analytics on your QBO data, we deliver monthly cash flow forecasts, KPI dashboards, and scenario modeling — so your next hire, price increase, or growth decision is backed by real numbers, not guesswork.

Result: strategic financial guidance that turns your bookkeeping data into a competitive advantage.