Monthly Bookkeeping for Restaurants, Law Firms, Startups, Property Management & Small Business
Dedicated bookkeeping for every type of business — restaurants, hotels, law firms, startups, property management companies, childcare centers, realtors, tutoring centers, and home-based businesses. AI-assisted for efficiency, human-reviewed for accuracy.
US and Canada clients are supported on QuickBooks Online or Xero. International clients in Australia, India, and the UK (including London) are onboarded on Xero. Enterprise plan includes AP/AR automation and QuickBooks subscription at no extra cost.
Industries We Serve
Specialists in your industry — not generic bookkeepers who learn as they go.
Full monthly bookkeeping, payroll via Gusto, quarterly sales tax filing support, and invoice/payment workflows.
Ongoing bookkeeping, reporting, categorization, and owner-facing financial insights with managed platform onboarding.
Xero automation onboarding with monthly bookkeeping, reporting, expense tracking, and cash flow visibility.
- Everything in Growth
- Multi-entity bookkeeping
- Inventory management
- Custom reporting
- Dedicated account manager
- Phone + email support
- Payroll for up to 5 Employees included
- Accounts Payable & Receivable (AP/AR)
- 15 ACH + 15 Mailed Checks/month included
- Additional employees: +$10/mo each
- Personal & couple tax prep available as Add-On
Accounts Payable & Receivable — Fully Managed
On Enterprise, we take over your entire AP/AR cycle. Vendor bills processed, approved, and paid. Customer invoices created, delivered, and followed up automatically. Cash flow forecasted week-by-week. All synced to QuickBooks in real time — no double entry, no manual matching.
- Bill capture, GL coding, and approval workflow
- 15 ACH + 15 mailed check payments per month
- Invoice creation, delivery, and payment links
- Automated AR reminders — no chasing from you
- 30/60/90-day cash flow forecasting
- QuickBooks Online subscription included
Tech Stack — Automation First
AP Automation
Bills captured, coded, and routed — zero manual entry
AR Automation
Invoices sent, tracked, and followed up automatically
Cash Flow Engine
Real-time position + scheduled AP/AR visibility
Whether you're months or years behind, we'll reconcile your historical transactions, clean up your records, and get you audit-ready. Then seamlessly transition to a monthly plan.
What's Included in Every Plan
Bank and credit card accounts reconciled monthly to ensure accuracy
Every transaction properly categorized for tax deductions and reporting
Profit & Loss and Balance Sheet reports delivered monthly
Work with the same bookkeeper who knows your business
24/7 access to your books and documents through our secure portal
Books kept tax-ready so filing season is stress-free
Upload receipts, email them in, or snap a photo. AI extracts vendor, date, amount and category automatically. No Dext or QBO add-on needed.
Software is included in our service. We pay for the accounting and workflow tools our team uses (QuickBooks, Xero, payroll stack, and related ops tools). Clients are billed only for service charges, not extra software subscriptions.
Receipt capture is built right in. Tools like Dext, Hubdoc, and the QBO receipt add-on cost $25–$50/month extra elsewhere. With us, it's already included — upload through the portal, email to your dedicated address, or forward from your phone. AI reads the receipt and categorizes it automatically. Same plan, no new subscription, no surprise charges.
How It Works
Connect Accounts
Securely link your bank and credit card accounts to our portal
Upload Documents
Upload receipts and supporting documents as needed
We Process
AI-assisted categorization with human review and reconciliation
Review Reports
Access your monthly financial reports and insights