Your books aren't paperwork. They're the dashboard you run on.
Most founders treat bookkeeping as a tax-time chore to survive. But clean, current books are the difference between running your business on numbers and running it on a gut feeling. We keep the books. You get the clarity to make the call.
You can be busy, booked, and broke at the same time.
Revenue tells you what came in. It says nothing about what it cost you to earn it. Without clean books, you're not running a business — you're guessing at one, and the guesses get more expensive the bigger you get.
Decisions made on a hunch
Which offer to scale, which client to fire, whether you can afford to hire — these are math questions. When the books are messy, you answer them on instinct and hope.
Profit you can't actually see
Money in the account isn't profit. Plenty of founders pulling solid revenue have no idea their margins are quietly underwater until it's a crisis, not a course-correction.
The annual tax-time scramble
A year of receipts in a shoebox means a frantic March, a nervous accountant, and decisions you can't unmake. Clean books turn tax season into a non-event.
You can't scale what you refuse to measure.
Metrics aren't a report card you dread — they're a compass. The right numbers tell you what to do more of, what to quietly retire, and where the business is leaking before the leak becomes a flood. But you can't read numbers you never recorded. Clean books come first. The clarity comes after.
Gross margin
What's left after the direct cost of delivering the work — your time, contractors, materials. The first signal of a pricing or delivery problem.
Healthy services: 60–80%Net margin
The real number — what's left after everything, including paying yourself fairly. You can have a 70% gross margin and a 12% net. That's a cost-structure problem hiding in plain sight.
Healthy services: 20–35%Contribution margin
How profitable each offer is on its own. The number that tells you which offer to scale and which one's been quietly costing you. Almost no one tracks it.
Per-offer, before overheadWhen you can see clearly, you can decide clearly — that's what clean books actually buy you. Our bookkeeping delivers end-of-month financials with a brief analysis, so these numbers land in your inbox already read for you. See the three plans ↓
Pick the level of books your business actually has.
Every plan ends the same way — clean monthly financials in your inbox with a brief analysis. What changes is how much complexity we're handling underneath. Not sure where you land? Book a call and we'll place you.
For straightforward books — one entity, a handful of accounts, no sales-tax complexity.
- ✓ One QuickBooks Online file
- ✓ Up to 5 bank + credit-card accounts
- ✓ Clean monthly categorization & reconciliation
- ✓ End-of-month financials + brief email analysis
For growing books — multiple brands, several platforms, and sales tax in the mix.
- ✓ Everything in Essentials
- ✓ 5–8 bank or credit-card accounts
- ✓ Multiple brands / complex categorization
- ✓ Multiple sales platforms
- ✓ Sales tax in up to 3 states
For complex books — multiple companies, e-commerce, inter-company activity, light COGS.
- ✓ Everything in Gold
- ✓ Multiple companies / QBO files
- ✓ 8+ bank or credit-card accounts
- ✓ E-commerce & inter-company transactions
- ✓ Light job / project / product COGS
- ✓ Monthly review meeting
Not sure which plan fits — or want it bundled with Foundations? Book a quick call and we'll sort it.
Final pricing depends on the complexity of your books. "Starts at" reflects each plan's entry point.
Clean books are step one. The CEO seat is the goal.
Bookkeeping on its own gets your finances off your plate — that's real, and for a lot of founders it's exactly the right first move. But it's also one pillar of Business Foundations, the program that builds the whole operating system: clean books, a trained assistant, and the CEO rhythm to actually run on all three.
Already a Foundations member? Bookkeeping is bundled in — you don't pay twice. Just need the books for now? Start here, and step up when you're ready.
Business Foundations
The core program — the full operating system.
Bookkeeping
Finances off your plate, numbers you can read.
Staffing & VA
A trained assistant who runs without you.
What founders ask before they hand over the books.
How do I know which plan I need?
It comes down to complexity — how many accounts, entities, and sales platforms you're running, and whether sales tax is in play. Most founders land on Gold. If you're not sure, book a quick call and we'll place you in the right plan before you pay for anything.
Do I need QuickBooks already?
We work in QuickBooks Online. If you're already on it, great — we'll pick up where you are. If you're not, we'll get you set up as part of onboarding. You don't need anything in place before we start.
My books are a mess. Is that a problem?
That's most of who we start with. Messy or behind isn't a disqualifier — it's the reason to bring us in. We'll get current first, then keep you clean every month. We'll flag if catch-up work is needed before your regular plan begins.
Do I need Business Foundations too, or is bookkeeping enough?
Bookkeeping on its own is a complete service — plenty of founders use just this. Foundations is the bigger build: clean books plus a trained assistant and the CEO operating rhythm to run on all three. If you join Foundations and don't already have a bookkeeper, this is bundled in — you won't pay twice.
What do I actually get each month?
Your accounts reconciled and categorized, and a clean set of financials delivered by email with a brief analysis — so you're not just handed a report, you're told what it means. Platinum adds a monthly review meeting to walk through it live.
Is the price fixed?
Each plan has a starting price, and where you land depends on the real complexity of your books. We'll confirm your exact monthly rate after a quick look at your accounts — no surprises after you start.
Hand off the books. Get back the clarity.
One call is all it takes to get placed in the right plan and off the books-by-spreadsheet treadmill. Clean financials, in your inbox, every month — read for you, not just sent to you.
