• Accurate bookkeeping

• Bank & credit card reconciliations

• Monthly financial statements

• Profit & Loss

• Balance Sheet

• Secure document sharing

• Accountant collaboration

• Ongoing support

Perfect for new businesses ready to stop doing their own bookkeeping.

Best for:

New businesses

Service providers

Solopreneurs

Simple monthly bookkeeping

Includes:

• Monthly bookkeeping

• Bank reconciliation

• Financial statements

• Email support

Designed for growing businesses that need reliable financial information.

Perfect if you're hiring employees, increasing sales, or making more financial decisions.

Includes everything in The Whiz plus:

• Multiple bank accounts

• Credit card reconciliations

• Enhanced financial reporting

• Priority support

For established businesses that depend on accurate financial information to make strategic decisions.

Includes everything in The Nerd plus:

• Higher transaction volume

• Advanced reporting

• Customized support

• Dedicated monthly review

Catch-Up Bookkeeping

Whether you're three months or three years behind, we'll organize your books, reconcile your accounts, and help you move forward with confidence..