Straight answers.

Marketing agency owners, freelancers, and AI agency owners who are too busy running their business to deal with bookkeeping — and don’t want to stress about their numbers anymore. Most clients come to us when:

• Their books are behind or messy
• Their CPA has to fix everything at tax time
• They’re unsure if their numbers are accurate
• They’ve outgrown doing it themselves

Weekly. Client accounts are serviced every week, with full bank and credit card reconciliations each month and monthly financial reports delivered to you (and your CPA, if you’d like).

Closely — it’s the whole point. We keep your books clean, consistent, and CPA-ready at all times, and we ask every client to connect us with their tax professional so tax season is hand-off simple. Many of our clients are referred to us by their accountants.

We stay in our lane. We don’t offer fractional CFO services, tax preparation or filing, payroll processing, accounts payable or receivable, or accrual accounting. If you need any of those, we’ll point you to someone good.

Flat monthly pricing, quoted after your free bookkeeping review — based on transaction volume and how far behind the books are. No hourly billing, no surprise invoices.

It’s our specialty. Cleanup & catch-up is one of our core services — no matter how many months (or years) behind you are, we reconcile the past, fix the errors, and hand you a clean baseline.