Who’s running the business while you’re doing the books?We takethe bookkeepingoff your plate.

Bookkeeping, controller oversight, and fractional CFO support for US businesses. Clean books every month, reports you can actually read.

One finance team for every stage.

Start with clean books. Add controller discipline when you outgrow the basics. Bring in a CFO when the decisions get big.

Bookkeeping & Monthly Accounting

Clean books, reconciled and closed every month

Catch-Up & Cleanup

Months behind? We bring every month current

Controller & Month-End Close

Accrual discipline, closed by the 10th

Fractional CFO

Forecasts, cash flow, and board reporting

Independent Business Valuation

409A, M&A, and reporting. We never value our own books

Engagements delivered

Big 4

Trained team, CA-led

Day 10

Books closed, every month

Every Month

What lands in your inbox, every month

Not a data dump. A close you can rely on, explained so you can act on it.

Swipe to explore

How It Works

Live in weeks, not months.

A structured onboarding that gets you from messy books to a monthly rhythm without eating your calendar.

30 min

Discovery & Fixed Price

We review your books and tools, then give you a fixed monthly price. No hourly surprises.

Week 1

Secure Access & Setup

View-only bank access, your QuickBooks or Xero file, and an NDA as standard. Your accounts stay yours.

Weeks 1-3

Catch-Up & First Close

We clear the backlog with AI-assisted cleanup and senior review, then run your first month-end close on our calendar.

Ongoing

Monthly Rhythm

Books closed by the 10th, reports with plain-English notes, and a walkthrough when you want one.

30 min

Discovery & Fixed Price

We review your books and tools, then give you a fixed monthly price. No hourly surprises.

Week 1

Secure Access & Setup

View-only bank access, your QuickBooks or Xero file, and an NDA as standard. Your accounts stay yours.

Weeks 1-3

Catch-Up & First Close

We clear the backlog with AI-assisted cleanup and senior review, then run your first month-end close on our calendar.

Ongoing

Monthly Rhythm

Books closed by the 10th, reports with plain-English notes, and a walkthrough when you want one.

Why Owners Trust Us

Handing over the books is a big deal.

So we make the trust parts explicit, contractual, and boring.

NDA as standard

Signed before any data moves. Your financials stay confidential by default, not by request.

Your tools, your data

We work inside your QuickBooks or Xero file with view-only bank access. You keep the admin keys.

Daily US-hours overlap

A daily overlap window with US business hours for questions and calls. Your books move forward overnight.

Senior review on every close

AI speeds the prep; it never signs off. Nothing reaches your inbox until a senior accountant has reviewed it.

Run an accounting firm?

White-label capacity plus an independent valuation bench. Your letterhead, your clients, our team behind the scenes.

For CPA Firms

Pricing

Fixed monthly prices. Imagine that.

Fixed monthly plans, quoted up front, no hourly surprises.

Foundation

from $500/mo

Bookkeeping & monthly accounting for businesses that need clean, current books without hiring in-house.

Monthly close in QuickBooks Online or Xero
Bank, credit card, and payment-processor reconciliations
AP & AR tracking and categorization
Monthly P&L, balance sheet, and cash summary

Start with Bookkeeping

Growth

from $1,000/mo

Controller oversight for businesses that have outgrown basic bookkeeping and need disciplined closes.

Everything in Foundation
Full accrual accounting and adjusting entries
Books closed by the 10th, every month
Management report pack with variance notes

Add Controller Oversight

Scale

A fractional CFO plus the full finance stack underneath: books, close, forecasts, and board-ready reporting.

Everything in Growth
Rolling financial forecasts and budgets
13-week cash-flow forecast, updated weekly
KPI dashboard and board/investor pack

Talk to a CFO

FAQ

Frequently asked questions

The things owners ask before handing over the books.

In India, and we are upfront about it because it works in your favor. You get a Big 4-trained, CA-led team at a fraction of US hiring cost, a daily overlap window with US business hours for calls and questions, and books that move forward overnight while you sleep. Your data stays in your US-based tools, under your accounts.

Fixed monthly fee based on your tier, transaction volume, and complexity. The price we quote after the discovery call is the price you pay. No hourly billing, no surprise invoices. Plans start from $500/mo for bookkeeping and from $1,000/mo for controller; fractional CFO engagements are scoped individually on a short call.

We work in your existing stack instead of moving you onto proprietary software: QuickBooks Online or Xero on the ledger, with Gusto, Rippling, Bill.com, Melio, Ramp, Brex, Mercury, Stripe, and Shopify where they fit. Newer tools like Puzzle, Digits, and Keeper are welcome too. You keep full ownership and admin access to everything.

Yes, with guardrails. AI assists categorization, anomaly flags, and first-pass checks, which is part of how we keep turnaround fast and pricing sane. It runs inside controlled systems, your data never goes into public AI tools, and a senior accountant reviews every close before it reaches you.

We sign an NDA as standard, work with view-only bank access wherever possible, and use role-based access inside your accounting file. Your data lives in your tools, on your accounts, and you can revoke our access at any time.

No, deliberately. We keep your books tax-ready all year and support your CPA or EA at filing time with clean schedules and fast answers. If you need a tax preparer, we can introduce you to a partner CPA firm.

Most clients are onboarded within one to two weeks. If your books are behind, cleanup starts right after a free books review, and your first on-schedule close typically happens within the first month.

Yes, and it is one of the most common ways clients start with us. We do a free books review, quote a fixed price for the catch-up, bring every month current, and then monthly bookkeeping keeps you there.

Interactive Tool

Score your bookkeeping in 60 seconds

Six questions that tell you whether your books can actually support the decisions you are making.

Ready to score your books?

Takes less than 60 seconds. No email required.

Free Download

The 25-Point Bookkeeping Health Check

Is your bookkeeper doing a good job? These are the 25 things a good bookkeeper does every month. Score yourself, then decide what to do about the gaps.

Get the Health Check

Resources

Learn from our experience

Pricing

What Does Outsourced Bookkeeping Actually Cost?

A straight answer on pricing: what drives the monthly number, what should be included, and the red flags in a quote that looks too cheap.

Process

The Month-End Close, Step by Step

What a disciplined monthly close actually looks like: the checklist, the timeline, and why "we close when we get to it" quietly costs you money.

Best Practices

Seven Signs It Is Time to Switch Bookkeepers

Most owners tolerate a mediocre bookkeeper for years because switching feels risky. Here is how to tell the difference between a rough month and a broken process.

View all resources

Your books, handled. Your numbers, understood.

Book a free 30-minute call. We will review where your books stand, recommend the leanest setup that covers your needs, and give you a fixed price on the spot.

Book Your Free Call See Pricing