Accounting Clarity, Enhanced by Financial Intelligence
Clean books, expense intelligence, and AI-driven decision modeling designed to help business owners understand what's happening now — and model what comes next.
Bookkeeping Built for Decision-Making
This is not bare-minimum bookkeeping. We structure your books so they support clarity, analysis, and future planning—not just compliance.
Essential Bookkeeping
Clean, organized books without unnecessary complexity.
Final pricing depends on transaction volume and complexity.
- Up to 3 Bank / Credit Card Accounts
- 50 – 300 monthly transactions
- Setup & management in QuickBooks Online (QBO)
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Email support
Ideal For
Businesses that want clean books without unnecessary complexity.
Growth Bookkeeping
Built for growing businesses that need tighter cash flow control and better visibility.
Final pricing depends on transaction volume and complexity.
- Everything in Essential, plus:
- Up to 5 Bank / Credit Card Accounts
- 300 – 600 monthly transactions
- Accounts Payable & Receivable
- Bills entry & scheduling
- Invoice creation & tracking
- Software integrations (POS, payment processors, CRMs, etc.)
- Monthly review call (30 min) to go over financials
Ideal For
Small-to-mid size companies scaling operations and needing tighter cashflow control.
Advanced Bookkeeping
Full-service financial oversight for complex, high-volume businesses.
Final pricing depends on transaction volume and complexity.
- Everything in Growth, plus:
- 5+ Bank / Credit Card Accounts
- 600+ monthly transactions
- Full AP/AR cycle management (vendor & customer follow-ups)
- Inventory tracking & reconciliation
- Sales tax reporting & filing
- Project / job costing inside QBO
- Dedicated account manager
- Bi-weekly financial review calls
Ideal For
Businesses with large volume, inventory, or state tax obligations who need a deeper level of financial oversight.
What makes this different
Accounts are structured for analysis, not just posting
Expenses are categorized to support spend intelligence
Financials are readable by owners, not just accountants
Expense & Spend Intelligence
Know Where Your Money Is Going—Before It Becomes a Problem. This service layers AI-driven analysis on top of your bookkeeping to surface cost issues early.
What This Service Includes
- Ongoing expense trend analysis
- Detection of cost creep patterns
- Vendor price increase alerts
- Duplicate or abnormal charge detection
- Monthly spend intelligence summary
- Fixed vs variable cost visibility
How AI is Used Here
AI continuously reviews transaction patterns to identify changes and anomalies that are easy to miss in standard reports. It learns your business's spending behavior over time, flagging deviations and providing early warning signals before small issues become costly problems.
Spend Intelligence Preview
Adjust the sliders to see AI-powered insights
AI Intelligence Output
This preview illustrates how spend intelligence highlights cost signals. It does not represent guaranteed savings.
Scenario & Decision Modeling
Model Decisions Before You Commit Capital Instead of guessing, we help you model financial outcomes before you hire, expand, or take on new costs.
What This Service Includes
- Hiring and payroll impact modeling
- Expansion or growth scenario analysis
- Cost increase simulations
- Revenue downside and stress testing
- Comparison of best / base / worst-case outcomes
How This is Delivered
- AI-assisted modeling based on your real financials
- Clear scenario outputs in plain language
- Action-oriented summaries (not spreadsheets)
Decision Modeling Preview
Model scenarios before committing
Modeled Outcome
Healthy margins support this hire - focus on revenue-generating roles
Scenario results are illustrative and based on modeled assumptions, not guarantees.
How These Services Work Together
A Connected Financial System
Bookkeeping
provides accuracy
Spend Intelligence
surfaces issues
Scenario Modeling
supports confident decisions
Together, they create: