Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant.

Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible.

You can also book a call with your bookkeeper (or send them an in-app message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.

Bookkeeping gives you a crystal clear picture of where your money is coming (and going.) When your books are up-to-date, you get an accurate measure of your business’s health, and can make smarter financial decisions.

Having accurate books pays off at tax time, too. When your bookkeeping is up-to-date, you avoid scrambling to get caught up before the tax deadline, or missing out on any deductions.

Yep! Each of our plans includes up to one year of free catch-up bookkeeping. No matter how far behind you are (yes, even years behind), we can still get you caught up quickly.

Once we receive all of your documents, we’ll complete your bookkeeping for the month within 15 business days. This gives us enough time to make any necessary adjustments before the end of the month.

Anything and everything tax-related! Here are some examples to get you started:

The IRS just sent me a letter. What does it mean? Do I have to pay quarterly estimates? Should I incorporate my business? Should I write off mileage or get a business vehicle? What are the tax implications of my PPP loan?

Yes, tax-prep is available as an add-on to any of our plans.
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And since tax time stress isn’t limited to tax season, year-round tax advisory services come standard. Our licensed tax professionals are on hand for all your tax planning needs. With check-ins throughout the year, your tax team leaves no deductions behind.