Full-service bookkeeping
Your business demands your full focus. Leave the financial compliance and reporting to us.
We provide the highest level of accuracy, transparency, and advisory support. We treat your business like our own—acting as a seamless extension of you.
Why owners choose us
- Reclaim Your Time
- Leave the reconciliations and expense tracking to us so you can focus entirely on running and growing your business.
- Your hands can’t fix what your eyes don’t see
- We bring 100% visibility into what’s actually happening so you can fix, improve, or continue the actual drivers of business that people miss because they simply don’t know them.
- No More Tax-Time Scramble
- Your books are permanently reconciled, organized, and tax-ready month by month, completely eliminating the year-end scramble.
- Business Simplified
- Take complex, detailed financials and turn them into simplified, clear, actionable takeaways.
- Lender-Ready Financials
- Clean, professional records ensure you are always audit-ready and prepared whenever you need to secure funding or capital.
What you get each month.
- Full Monthly Financials
- Complete balance sheets, income statements, and cash flow reports delivered promptly every month.
- Accurate Income & Expense Tracking
- Meticulous, real-time recording and categorization of every dollar of revenue and expense.
- Tax-Ready Books
- Organized, reconciled books structured specifically to save you time and money when filing your taxes next year.
- Performance Analysis & Plain-English Insights
- An expert review of your business performance that takes complex financials and simplifies them so you always understand your key takeaways.
- Advanced Deep-Dive & Complex Analysis
- For experienced business owners, we also have the ability to drill down and provide detailed, sophisticated analysis on any specific financial data you need.
Every quarter, a short call on the numbers, upcoming deadlines and decisions ahead. At year end, a tax-ready folder organized for your preparer. You can see and download your records any time. Books closed by the 15th, and a reply within one business day.
It is for small and mid-sized business owners whose books are a mess. The result is clean books, fewer surprises at tax time, and financials that are ready when it is time to get funded.
Pricing.
A flat monthly fee, set by how many transactions run through your accounts in an average month. The free books review comes first, so you know your tier before you pay anything.
- $250 a month
- Up to 250 transactions a month
- $500 a month
- 251 to 500 transactions a month
- From $800 a month
- 501 or more transactions a month. We quote the final fee after a call.
One-time $200 setup if you have no books or accounting system at all. If your books are behind, we quote the catch-up after the free review.
How you start.
Free books review
You leave with a one-page health check on your books. It is yours to keep either way.
Catch-up
If you want us to take it on, we bring the records current.
Monthly close
Each month: books done by the 15th, a one-page report, and a reply within one business day.
Marlin Allen, tax professional
Big-firm care, for a small business.
Marlin has spent more than seven years in tax. He started at a Dallas accounting firm, preparing complex returns, researching tax questions and planning with minimal supervision. He moved on to another Dallas firm, then to a national top-ten accounting and advisory firm, working on partnership structures, compliance and tax planning for large clients. He is careful, and he gets back to people on time.
He now brings that work to owner-operators and local businesses, starting with bookkeeping.
Get the free books review.
Tell us where your books stand. You leave with a one-page health check.