How it works
From shoebox to sorted in three steps
No complicated onboarding, no long contracts. Most clients are fully handed off within two weeks.
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Step 1: A free 20-minute call
Tell us what’s on your plate. We’ll ask a few questions, look at what’s eating your time and tell you honestly whether we’re a good fit.
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Step 2: A clear plan and one price
Within two days you get a short written plan: what we’ll take on, when we’ll start and one flat monthly price. No hourly surprises.
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Step 3: Settle in, then hand it off
We set up secure access, tidy up anything that needs it and build a simple routine. You’ll notice the extra hours within the first month.
Your books, on a monthly rhythm
The same routine every month, so nothing slips and you always know what’s coming.
- 1stNew month, fresh start Snap receipts anytime in the app. We categorize as they come in.
- 5thAccounts reconciled Every bank, card and loan account matched to the penny.
- 10thReports in your inbox Profit & loss, balance sheet and a short note in plain English.
- 15thPayroll & bills Your team paid and your bills scheduled, right on time.
- 25thCheck-in call Twenty minutes on your numbers, your questions and what’s ahead.
Trust & security
Your data, locked down
You’re trusting us with your money and your inbox. Here’s how we look after both.
Secure sign-ins
Two-factor sign-in on every account, a password manager and read-only bank access whenever we can.
An NDA with every client
Signed before we see a single statement, and it outlasts our work together.
Fully insured
Professional liability (errors and omissions) and cyber insurance, for your peace of mind.
A private client portal
Documents travel through an encrypted portal, never as email attachments.
Who we work with
Made for small businesses like yours
We work best with owner-led businesses of 1 to 50 people. A few we know especially well:
- Creative studios & agencies
- Contractors & trades
- Therapists & wellness practices
- Online shops
- Coaches & consultants
- Restaurants & cafes
- Nonprofits
- Real estate teams
Tools we work in
- QuickBooks Online
- Xero
- Gusto
- Bill
- Stripe
- Shopify
- Square
- Expensify
- Dext
- Google Workspace
Questions
Good questions
Something else on your mind? Ask us anything.
Do we need to be in the same city?
Not at all. We work with clients all over the US by video, phone and a secure shared portal. If you’re in Raleigh, we’re always happy to meet for coffee.
Which software do you use?
QuickBooks Online and Xero, plus Gusto for payroll and Bill for bill pay. Already on something else? Ask us. We’ll tell you honestly if we can help.
Do you do taxes?
We don’t file income taxes, but we hand your CPA clean, year-end books and happily talk to them for you. Need a CPA? We’ll introduce you to one we trust.
Is my information safe with you?
Yes. Two-factor sign-in everywhere, a password manager, an NDA with every client and full insurance. We ask for read-only bank access whenever we can.
What if my books are a total mess?
That describes most of our new clients. We start with a catch-up and cleanup, priced per month behind, then move you onto a monthly package.
Is there a contract?
Month to month. If it isn’t working, give us 30 days’ notice and we’ll hand everything back neatly, logins and all.
Let’s get your evenings back
Book a free, no-pressure 20-minute call. You’ll leave with a clear plan, even if it isn’t with us.
We reply within one business day, usually sooner.
