We catch the work you never billed and the invoices nobody chased, keep your books tied to the bank to the penny, and text you a quick question or two a month. You approve anything that goes out.
Most businesses that bill after the job have money sitting in drafts and overdue invoices. We find it first. If you like what you see, we keep your books every month.
Your name, your business, and whether you're on Xero or QuickBooks Online. That's it.
1 minuteAdd us as your bookkeeper in Xero or QuickBooks, the same way you'd invite anyone. You never share a password, and you can remove us any time.
2 minutesWithin 24 hours: the finished work you never billed, the customers who owe you, and how late they are.
Within 24 hoursClean books, found money, and almost none of your time: a few one-tap questions a month.
Every week we look for finished jobs that never became an invoice, so nothing you earned slips through.
We draft friendly reminders at 7, 14, 30 and 60 days in your voice. Nothing is sent until you tap OK.
Last month's books are closed and reconciled by the 5th, with a short report that leads with money you're missing.
Every account matches the bank's own balance. If it's off by a cent, we don't call it done.
Unclear charge? We text you three choices. Your answer becomes a rule, so we don't ask twice.
Illinois, Florida and Maine returns, prepared and checked against the current rates. You file and pay; we never do.
The money check is free. Monthly bookkeeping is one flat fee, no hourly surprises.
Plus a $1,000 setup fee to catch up your books, credited back to you after month 3.
No card needed for the money check.
No. We work inside the Xero or QuickBooks Online account you already have. If you're on something else, email us and we'll tell you honestly whether we're a fit.
Never. You invite us as your bookkeeper from inside Xero or QuickBooks. For your bank, you either link it read-only through Plaid (you sign in on Plaid's own screen) or download monthly statements yourself.
No. We never pay, refund, or file. Customer invoices and reminders go out only after you tap OK. We prepare your sales tax numbers; you file and pay.
A few minutes to set up, then a handful of one-tap questions a month by text or email. Each answer becomes a rule, so the questions get fewer over time.
Draft invoices for finished work that were never sent, customers who owe you and how overdue they are, and anything odd we spot, like a customer charged twice. It's yours to keep whether or not you sign up.
Yes. The setup covers catching up. We tie every account to the bank first, then close each month going forward.
Local businesses that bill after the job (studios, trades, contractors, agencies, cleaners, landscapers) in Illinois, Florida or Maine, on Xero or QuickBooks Online, often taking cards through Stripe or Square.
Four quick answers, then invite us to your books from your new portal.