BOOKKEEPING · TAX · ADVISORY
What are yourGenerations?Grants?
One fixed monthly fee for bookkeeping, tax, and advisory. Live QuickBooks numbers, closed by the 15th, so you always know where you stand.
Net income · This month
$48,210
Books closed
On track
Plan
$1,549/mo
- 14-day trial · no card
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- Books closed by the 15th
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- All 50 states
- Clients in all 50 states
- Licensed CPAs & EAs on every filing
- Founded 2015, rebuilt 2026
Problems come here to get solved.
Licensed CPAs and EAs on every filing. An accuracy guarantee we put in writing. A real person who replies within one business day. Guaranteed.
Commitments we put in writing.
Response promise
A real person replies within one business day. Guaranteed.
Read commitmentAccuracy guarantee
If we make an error on a return we prepared and filed, we fix it free — the amendment, and any IRS penalties and interest caused by our error.
Read commitmentYour terms
Cancel anytime. Full data export within 5 business days.
Read commitmentFour letters
W · A · Y · G, a question, answered four ways.
Where are you going?
We start with direction. Twelve-month plan, runway, and the milestones that actually move the business.
Are the numbers honest?
Bank-reconciled books closed by the 15th every month, so every report you read is the truth, not a guess.
Your tax position, year-round.
Proactive planning between filings. Estimated payments, deductions, entity structure, handled before the deadline, not after.
Growth you can see.
A clean dashboard of cash, margin, and KPIs in your portal. No spreadsheets, no waiting for month-end.
See your numbers
Your finances, fully demystified.
A dedicated accounting team paired with a live dashboard that speaks your language.
Available Capital
$0.00
Est. Tax Liability
$0
We've identified 14 tax-saving opportunities for your Q3 filing.
HOW IT WORKS
One window. Free, fully onboarded, then live.
One window. One team. One outcome.
14-day free trial · No card · Onboarded inside your trial · then $1,549/mo
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01
Start free, no card.
Tell us about your business. We open a 14-day trial on the spot, no payment details required.
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02
We onboard you inside your 14-day trial.
Books synced from QuickBooks, accounts reconciled, dashboard live, kickoff call done, all before the trial ends.
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03
See your numbers, then continue at $1,549/mo.
Cancel anytime during the trial and keep the work. Stay and we run bookkeeping, tax, and advisory on a fixed monthly fee.
ALWAYS KNOW WHERE YOU STAND
How fast your books update.
Speed is part of the plan. Pick the cadence that matches how fast your business actually moves, month-end, weekly, or every 48 hours.
Need real-time / continuous close? That's our On Demand tier.
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Core planMonthlyClosed by the 15th.
Reconciled and posted to your portal every month, perfect for owner-operators who review numbers monthly.
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Advisory planWeeklyFresh every Monday.
Books refreshed every week so you always know where this month stands, not where last month landed.
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Executive planEvery 48 hoursDecisions never wait.
Books are touched every 48 hours, board reports, lender calls, and leadership decisions reference numbers that are 2 business days fresh or fresher.
Pricing
$0/mo
Everything included.
- Bookkeeping closed by the 15th
- Tax planning & filing
- Live QuickBooks dashboard
- Advisory & runway modeling
- Onboarded inside your trial
Focus on the path.
We'll handle the math.
14-day free trial · No card · Onboarded inside your trial · then $1,549/mo