Startups
From first concept to public offering, we partner with startups through every phase of growth — handling SAFEs, keeping cap tables clean and supporting fundraising with dependable financial expertise.
Stress-free virtual bookkeeping
Clear numbers. Confident decisions.
Professional bookkeeping that keeps your financial records organized, up to date and compliant — with clear insight into your cash flow and profitability, so you can run your business with peace of mind.
- Real-time access from any device
- Tax-ready books, year-round
- 24/7 customer support
Operating account · August 2026
From shoebox to statement
Sorting · 6/6 reconciled
- RevenueClient payment08/02 · INV-104212,500.00
- RentOffice lease08/05 · Rent(3,200.00)
- RevenueClient payment08/09 · INV-10498,750.00
- Operating exp.Software subscriptions08/12 · Operating expenses(486.40)
- Cost of goodsInventory purchase08/15 · Cost of goods(9,842.18)
- TaxesSales tax remittance08/28 · Taxes(1,038.62)
Net change6,682.80
- 4Services under one roof — books, tax, accounting and CFO
- 14Industries served, from e-commerce to not-for-profit
- 10thBusiness day — when Growth-plan reports arrive
- 24/7Customer support on every plan
Services
Your entire back office, handled by one team.
Stay focused on growing your business while experienced professionals keep your records accurate, your reports on time and your taxes in order.
Bookkeeping
Accurate, up-to-date financial records — every transaction categorized and every account reconciled.
Monthly P&L · balance sheet · cash flow
Tax preparation
Accurate, efficient business tax preparation, backed by year-round planning that legally reduces what you owe.
Federal · state · local filing
Accounting services
Insightful, error-free reporting that shows exactly where your business stands.
Monthly reporting, explained
CFO services
Fractional CFO leadership for forecasting, budgeting and fundraising — without the full-time overhead.
Forecasts · budgets · fundraising
Plans start at $800 a month. Monthly, quarterly and annual billing.
Compare plans and pricingAbout us
Trusted bookkeeping and accounting support.
We provide dependable bookkeeping, accounting and tax support that helps businesses keep accurate records and make better decisions.
Our goal is to simplify financial management, so you spend less time worrying about paperwork and more time growing your business.
- Accurate financial records
- Professional financial support
- Detailed financial analysis
- Solutions built for growth
Every month
What lands in your inbox
Profit & loss statement
Where your money came from and where it went
- Revenue
- 21,250.00
- Cost of goods
- (9,842.18)
- Operating expenses
- (3,686.40)
- Taxes
- (1,038.62)
- Net income
- 6,682.80
Balance sheet
What the business owns and owes
- Cash
- 48,968.84
- Accounts receivable
- 14,300.00
- Total liabilities
- (11,420.00)
- Owner’s equity
- 51,848.84
Cash flow statement
How cash moved in and out of the business
- Opening cash
- 42,286.04
- Cash in
- 21,250.00
- Cash out
- (14,567.20)
- Closing cash
- 48,968.84
Bank & card reconciliations
Every account matched against your statements
- Operating account
- Matched
- Business credit card
- Matched
- Savings account
- Matched
- Difference
- 0.00
Plus a year-end package for your tax preparer. Figures shown are a sample.
Who we work with
Built for startups, small businesses and freelancers.
We work with small businesses and startups across industries, with specialized solutions to fit your needs.
Small businesses
You started your business to follow your passion, not to get caught up in bookkeeping, tax deadlines and paperwork. We manage your accounting and compliance so you can focus on growth.
Freelancers
We help freelancers keep their finances organized with efficient bookkeeping, dependable tax preparation and straightforward financial reporting.
Our process
How we work with clients.
We’ve simplified onboarding so the move to expert financial management is smooth and hassle-free. Here’s how we get started together.
- 01
Client meeting
It all begins with a conversation about your specific needs, challenges and goals.
- 02
Information sharing
Share your accounting software, statements and financial information with our team — securely and confidentially.
- 03
Comprehensive analysis
Our experts review your data and find opportunities to improve organization, accuracy and financial visibility.
- 04
We get to work
Once we’re aligned, we launch the partnership and begin streamlining your financial processes.
Why choose us
Why we’re different.
Financial expertise, modern tools and a team that answers — so your books are never the thing holding you back.
The mostTech-forward
We combine financial expertise with modern tools and streamlined processes.
The mostExperienced
Years of expertise delivering trusted financial guidance, accuracy and insight.
The mostScalable
We support startups and growing companies, adapting our services as your needs evolve.
The mostReliable
Our team provides dependable financial support and consistent communication.
Testimonials
What our clients say.
Trusted by startups and small businesses worldwide.
Their meticulous attention to detail and timely reporting transformed how we manage our finances. I finally feel in control of our books.
Reliable, professional and insightful. Their guidance helped us optimize cash flow and focus on growing our business.