Institutional-Quality Bookkeeping for Small Businesses

You focus on running your business, let us focus on your bookkeeping.

Book a Free Consultation Claim First Free Month See Pricing

Accurate Monthly Financials QuickBooks Certified No Long-Term Contracts

We work with the tools you already use

~90% Savings vs In-House Bookkeeper

15+ Hours Saved Each Month

Monthly Reporting

1-on-1 Bookkeeping Support

Accurate books, every month

We keep your financials organized, reconciled, and up to date, so you always know where your business stands.

Profit & Loss This Month

Revenue	$142,850
Cost of Goods Sold	$48,210
Gross Profit	$94,640
Operating Expenses	$62,700
Net Income	$31,940

$142,850 Total Revenue +18% vs last month

Catch-Up Progress Last 12 Months

12/12 Months Fully Reconciled All caught up

Revenue Trend Q4 Snapshot

$740KRevenue YTD

32%Margin

10thDelivered by

Delivered by the 10th Every single month On schedule

Monthly Reporting Package

$80K $40K $0

$39K

$42K

$41K

$54K

$63K

$74K

Clear P&L and balance sheet statements, delivered every month, formatted for how you actually make decisions.

Accounts reviewed, matched, and reconciled for accuracy

Transactions categorized, matched, and verified.

Books kept current so you're never playing catch-up

Books updated continuously, not once a year.

Financials you can understand

Clear financial statements that you can understand and make decisions on.

Onboarding that takes days, not months

We connect to the tools you already use and take bookkeeping off your plate.

Book a call

We'll learn more about your business, where it stands today, and how we can help.

We connect your accounts

Bank, credit cards, and payroll linked securely. No spreadsheets required.

We clean up your books

Historical transactions reviewed and reconciled so you start from a clean baseline.

Ongoing bookkeeping

Monthly reporting, reconciled books, and a team that is by your side and ready to help.

A full suite of accounting and advisory services

Bookkeeping, tax, payroll, and advisory services, all designed to support your business at every stage.

Bookkeeping

Transactions

Categorized weekly Owner: Your Bookkeeper

Reconciliation

Monthly · Bank + card Fully matched

Reporting

P&L + balance sheet Delivered by the 10th

Support

1-on-1 access Direct to your bookkeeper

Income Statement Synced

Revenue	$142,850
Cost of Goods Sold	$48,210
Gross Profit	$94,640
Operating Expenses	$62,700
Net Income	$31,940

Reconciled books delivered every month.

Payroll

Time Approved

Hours reviewed & locked

Done

Payroll Run

Weekly or bi-weekly

Done

Tax Deposits

Federal & state

Filing

1099s & New Hires

Contractors & compliance

Pending

Payroll Report · Sep 15 Processed

Gross Wages	$86,400
Employer Taxes	$6,610
Benefits & Deductions	$4,200
Net Pay Deposited	$75,590

Employees paid right, every time.

Tax

1120-S

S-corp return + K-1s

1065

Partnership return

1040 + Sch. C

Owner personal return

1099-NEC

Subs and contractors

941 / 940

Payroll and unemployment

State and local

Sales tax, franchise, multi-state

Form 1120-S Filed

Gross Receipts	$412,600
Total Deductions	$96,300
Ordinary Business Income	$316,300
Passed Through on K-1s	$316,300

Year-Round Tax Planning Calculated and filed, so you're never surprised in April.

One firm. Books, payroll, and every return.

M&A Advisory

Prep

Diligence

LOI

Sell-Side Prep

Adjusted Financials CIM Prepared

Buyer Outreach

Proprietary Network Strategic Marketing

Diligence coordinated

Purchase agreement negotiated

In partnership with 8th Street Partners

Confidential Information Memorandum

XYZ Company

Summer 2026 8th Street Partners

Executive Summary

Company Overview

Industry Overview

Historical Financials

Quality of Earnings

Quality of Earnings US$ in thousands

	FY24	TTM Jul-25
EBITDA, as reported	$1,900	$2,050
Management's Adjustments
Owner Compensation	250	260
One-Time Legal Fees	120	–
Non-Recurring Consulting	80	40
Total Management Adjustments	$450	$300
Management Adjusted EBITDA	$2,350	$2,350
Due Diligence Adjustments
Fair Market Rent Adjustment	(50)	(50)
PPP Loan Forgiveness	–	(100)
Total Due Diligence Adjustments	-$50	-$150
Adjusted EBITDA	$2,300	$2,200