Your money, handled.
We handle the bookkeeping, the taxes, and the deadlines. You run your business.
Built for creators, startups, home services, and small businesses of every kind.
Common headaches we handle
A dozen payouts, no clear picture
Brand deals, AdSense, Stripe, Shopify, invoices from three job sites. We pull it all into one clean set of books so you actually know what's going on.
Two years behind on your books?
Our fixed-price Catch-Up and Clean-Up gets you current in weeks. No lectures. We've seen worse, and we'll get you sorted.
Jobs, crews, and receipts everywhere
Contractors, plumbers, restaurants, local shops. We handle job costing, payroll for your crew, and cash flow that swings with the seasons.
A full finance function without the overhead.
One team, one monthly price, and nothing back-office you have to think about.
Monthly Bookkeeping
Categorized, reconciled, and closed on time every month.
Tax Prep & Filing
Personal, S-corp, and partnership returns. Filed on time, every year.
Fractional CFO
Forecasting, strategy, and reporting your investors will trust.
Catch-Up & Clean-Up
Years of tangled books, sorted in weeks at a fixed price.
Flat monthly pricing. Never hourly.
Three plans for where you are today, with room to grow. Every plan includes CPA oversight.
Boutique service on serious infrastructure.
A dedicated team with CPA oversight
Real people on your account. Every deliverable reviewed and signed off by a licensed CPA.
Bank-level security
ISO 27001 operations. Your financial data is treated the way your money should be.
Works with your software
QuickBooks, Xero, Wave, Stripe, Shopify. We meet you where your books already live.
Flat monthly pricing
Predictable, never hourly. No surprise invoices when year-end rolls around.
What our clients actually say.
I used to open QuickBooks and just close it again. Now I actually check my numbers on Monday mornings. Whole different feeling.
Two years of Shopify and Stripe, totally out of sync. They fixed it in about six weeks and it cost exactly what they quoted. No surprises.
Our lead investor asked for a P&L on a Friday afternoon. I forwarded the email to my Financial Pathway lead and had it back before dinner.