Accounting & bookkeeping
Clean books, monthly reporting you can read, and a close that happens on a schedule instead of the week before taxes are due.
The problem
Digital businesses have messy books for a specific reason: revenue arrives in several places and costs are a mix of subscriptions, contractors and ad spend that all look similar in a bank feed. Six months in, nobody can say what a customer actually costs to acquire, because the P&L does not separate it.
Bookkeeping is not glamorous. But a clean monthly close is the difference between knowing your margin and guessing at it.
What changes
- Every transaction categorised and reconciled monthly, not annually
- A P&L, balance sheet and cash-flow view you can actually read
- Ad spend, software and contractor costs separated so unit economics are visible
- A clean handover pack for your CPA at tax time
What is included
Everything below is in the standard engagement. Nothing is held back for an upsell.
- Transaction categorisation and bank/credit card reconciliation
- Monthly P&L, balance sheet and cash-flow statement
- Accounts receivable and payable tracking on the Growth tier
- Chart of accounts tuned for subscription and project revenue
- Quarterly review pack prepared for your CPA — we do not file returns
- Catch-up and cleanup for prior periods
How it runs
The first ninety days
- CleanupFix the backlog first, or every month after it will be wrong.
Weeks 1–2 - Set upChart of accounts, categories, recurring rules, receipt process.
Week 2 - Monthly closeReconcile, categorise, report. Delivered by the 10th.
Monthly - ReviewQuarterly call on margin, runway and what the numbers say.
Quarterly
Who this is for
- US small businesses with 100–400 transactions a month
- Digital businesses with subscriptions, contractors and ad spend
- Founders doing their own books badly at midnight
Who it is not for
- Businesses needing audited statements — that requires a licensed CPA firm
- Companies needing tax return preparation; we coordinate, we do not file
- Anyone with inventory-heavy COGS and no system in place
Pricing
Published prices, no setup surprises
Every price below is a real starting point, not a teaser. Your final quote is itemised and fixed in writing before work begins.
Prices in USD. Month-to-month recurring plans; cancel effective at the end of any billing cycle. One-time items are billed 50% at kickoff and 50% on delivery unless your proposal says otherwise. See the refund policy for the 14-day first-month guarantee.
Questions
Straight answers
Are you a CPA?
Do you file my taxes?
What software do you work in?
Related services
Not sure which one you need? The free 30-minute call exists for exactly that conversation — and if the answer is "none of them yet", I will say so.
Ready to talk about the numbers?
A free 30-minute call, a written audit inside 48 hours, and an itemised quote within five business days. No pitch deck, no pressure.