See if you fit.

Know in twenty seconds. We are deliberately specific: it keeps the work clean, the price clear and the close on time.

Yes / probably

  • Delaware C-corp
  • $250K–$5M raised
  • 2–10 employees
  • Software, SaaS or technology
  • Books in QBO or Xero, or nowhere yet
  • No finance person yet
  • You want the books closed every month

No / probably not

  • Your budget is under $795 a month
  • Inventory or crypto is the business
  • Several entities or international groups
  • You need audit or assurance
  • You mainly need a tax return
  • You want a fractional CFO
  • You want us to run payroll or pay bills

Hand us the month.

If the list was mostly yes, send the current version, however it looks. We do not need a polished finance stack to start.

$795/month plus $500 onboarding. No obligation. If the scope is not a fit, we will tell you.

  • QuickBooks
    ProAdvisor
  • Gusto
    certified partner
  • Mercury for
    Accountants
  • Ramp
    accounting partner
  • Brex
    accounting partner

All work performed in-house. No shared bank passwords. We work inside your QBO or Xero account. MFA on every login. E&O and cyber insured.