Finally know if you're actually making money.
We catch up every year that's behind, then keep your books clean in QuickBooks Online every month, so your numbers are ready when you need to make a decision.
Book your business chat
Led by Kristie Hight, CPA · 16+ years in accounting and operations · Fixed packages, never hourly
Books status · Sample
Jan to Jun: Done · Accounts reconciled: All · Monthly close: On time
Which of these apply to you?
- You're months, maybe years, behind on your books.
- You can't answer "Am I actually making money right now?"
- Taxes are coming and you don't know where you'll land.
- You get reports from your accountant and still don't know what they mean.
- Someone asked for your financials, and you had to scramble.
Every one of these has the same fix:
clean books, every month.
Book your business chatWhat not knowing your numbers is really costing you.
- Tax time comes, and there's nothing set aside to pay it.
- You work hard all month and still have little left over to pay yourself.
- You set prices and say yes to work without knowing what's actually profitable.
- And every month you wait, the catch-up gets bigger.
That's how a business turns into a really expensive job.
Clean books you can make confident decisions with.
Every year that's behind, caught up*
Every business bank, credit card, and loan account reconciled and corrected.
A clean chart of accounts
Your QuickBooks Online set up the right way, so reports make sense.
Monthly bookkeeping*
Every transaction categorized and every account reconciled, every month.
Monthly reports and financials
Your numbers, current, every month.
Questions anytime in between
You don't have to wait for a meeting to ask.
Financial overview course (coming soon)
Learn what your reports are telling you.
*Working with QuickBooks Online only.
Book your business chatFrom behind to current in four steps.
- Business chat
We learn your business and look at where your books stand. - Written proposal
One clear price, in writing, before any work starts. - Share access
QuickBooks Online, statements, payroll, and apps. - Cleanup, then monthly
We catch you up, then keep you current.
Starts at just $400/month
Cleanup starting at $1,000 per prior year of bookkeeping. Fixed packages. Nothing billed hourly.
Cleanup and monthly bookkeeping: working with QuickBooks Online only.
Book your business chatThis is for you if
- You run a service-based business and you're behind on your books, or done doing them yourself
- You use QuickBooks Online, or you're open to switching
- You want a CPA who explains your numbers, not just a data-entry service
This isn't for you if
- You need tax prep or filing (your tax preparer handles that; we hand them clean books)
- You won't use QuickBooks Online
- You want to be billed by the hour
Good to know
Do you do taxes?
No. We don't prepare or file taxes, and we don't own your filing deadlines. You or your tax preparer do. What we give your tax preparer is clean, reconciled books.
Do I need QuickBooks Online?
Yes. Every package runs on QuickBooks Online. If you don't have it yet, we set it up and map your chart of accounts for you.
Do you offer additional services?
Yes, on request. Additional services such as sales tax filing and 1099s are offered separately. We'll go over them in your business chat.
How is my quote determined?
We'll go over it together in your business chat. Some of the things we look at:
- Transactions: how many each month
- Accounts: banks, cards, loans, and lines of credit
- Apps: Stripe, Square, PayPal, Shopify and more
- Payroll: which provider, and how many states
- Inventory and sales tax: one state or several
You get your price in writing before we start.
Do you bill by the hour?
No. Every package is a fixed price. You'll know what you pay each month before we start.
Need more than clean books?
Compare plans
Fractional CFO includes everything in Clean Books. Profit Build is a separate service you can add to either plan, or buy on its own.
| What's included | Clean Books | Fractional CFO | Profit Build separate service |
| Cleanup and monthly bookkeeping | ✓ | ✓ | – |
| Monthly reports and financials | ✓ | ✓ | – |
| Financial overview course (coming soon) | ✓ | ✓ | – |
| Questions anytime in between | ✓ | ✓ | – |
| One-on-one calls with your CPA | – | ✓ | – |
| Weekly KPI reports and goal check-in | – | ✓ | – |
| Budget help and app connections | – | ✓ | – |
| 5D systems-building course (coming soon) | – | ✓ | – |
| Full system audit map and collaborative redesign | – | – | ✓ |
| Quarterly planning and weekly office hours | – | – | ✓ |
| SOPs, templates, and AI support | – | – | ✓ |
| Starts at | $400/mo | $2,000/mo | $3,000/qtr with Clean Books or Fractional CFO $5,000/qtr on its own |
Keep guessing, or know your numbers.
If you're serious about running a profitable business, you have two choices: keep making decisions on numbers you don't trust, or get clean books and know where you stand. Book a free business chat.
Book your business chat