Your accountant should understand your industry
We keep the books for US small businesses in ecommerce, restaurants, real estate, construction, professional services, SaaS, healthcare and startups. Each industry gets accounting set up around how it makes money, from job costing to inventory and recurring revenue, on QuickBooks or Xero. Plans start at $100 a month, fixed after a short call.
Every industry hides its money somewhere different.
One number from each. Pick yours and see exactly where it goes.
Tools we work with.
The stack we work in every day. Whatever you already use, we reconcile it into QuickBooks or Xero so your numbers all live in one place.
Bill.comDext
Bill.comDextUsing something else? We almost certainly work with it, just ask.
How we’re different.
Accurate books, clear reporting and proactive support, so you always know where your business stands.
Cloud Accountants
- Cloud-based bookkeeping with real-time access
- Monthly reconciliations for accurate records
- Automated payroll with digital compliance
- Online sales tax & federal e-filing
- Cloud budgeting and cash-flow planning
- AP/AR management through digital workflows
- QuickBooks Online and Xero setup support
- Monthly meetings to review progress
A traditional setup
- Files only your bookkeeper can open
- Irregular reconciliations and manual updates
- Payroll handled separately, often by hand
- A last-minute scramble before each deadline
- No forward look at cash
- Bills and invoices chased by email
- Software set up by trial and error
- No regular reviews
Accounting built around your business.
Every business is different. Our engagements are structured around your transaction volume, accounting complexity, systems and reporting requirements. The tiers below are a starting point.
Starter
- Monthly bookkeeping and reconciliation, every month without chasing
- Bank & credit-card reconciliation
- Monthly P&L + Balance Sheet
- A 30-minute one-to-one review every month
- QuickBooks or Xero set up and kept current
- Email support, answered within one business day
Growth
- Everything in Starter, plus:
- Your business tax return prepared and filed
- Payroll for up to 5 employees
- Monthly cash flow statement
- Quarterly performance review: margins, trends, what to fix
- Accounts payable & receivable
- Reach us on a call, same business day
Scale
- Everything in Growth, plus:
- Fractional CFO, rolling 12-month cash flow forecast
- Monthly CFO session: pricing, margin, runway, hiring
- Margin by product and channel, and unit economics
- Multi-channel reconciliation: Shopify, Amazon, Stripe, PayPal
- Inventory & COGS handled properly
- Payroll up to 15 · priority same-day support
Final scope and pricing are confirmed after a short consultation and set out in your engagement letter. A one-time onboarding fee may apply for cleanup of backlogged books. Larger or more complex businesses, book a free call for a tailored proposal.
Not sure which fits? Let's talk.
Book a free call and we'll recommend the right plan for your industry.