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Bookkeeping, done your way

Some people want to keep their own books, some want it completely off their plate, and some want a guide alongside them. Pick the path that fits — you can switch anytime.

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Do it yourself

You want to stay hands-on and keep costs low.

  • We help you choose & set up the right software (QuickBooks, Xero, or Wave)
  • A clean chart of accounts built for your business
  • Simple monthly checklist so nothing slips
  • Starter templates (invoices, expense log, mileage)
  • A free 30-min setup call to get you rolling
Start the DIY setup
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We help you do it

You want control, with an expert on call.

  • One-on-one training on your own software
  • We set it up; you run the day-to-day
  • Monthly review so your books stay clean
  • Email/chat support when you get stuck
  • Quarterly tax-ready check-ins
Book a training session

Not sure which fits? Book a free consult and we'll point you the right way — no pressure.

Quick comparison

Which path is right for you?

I'm on a tight budget and fairly comfortable with numbers

Do it yourself. We get you set up properly and hand you the tools, then you run it. Lowest cost, most hands-on.

I just want my books off my plate

We do it for you. You send access, we handle everything monthly and keep you tax-ready. Most popular for busy owners.

I want to learn and stay in control

We help you do it. We train you on your own software and stay on call for reviews and questions.

Let's find your starting point

Book a free 30-minute consult and we'll recommend the path that fits your business.

Book a free consult