Now accepting new clients

Bookkeeping that runs
on autopilot.

Automated monthly bookkeeping for US small businesses. Invoices, expense tracking, P&L reports, and quarterly tax estimates — all handled for you.

Get Started — Free Setup Consult View Pricing ↓
100%
US-Based
IRS
Schedule C Ready
5hrs
Saved Per Month
24hr
Response Time
🔒 Your data stays in your Google Drive
🇺🇸 US tax law compliant
📊 IRS Schedule C categories
⚡ Powered by AI + human review
🚫 No hidden fees, cancel anytime
How It Works

Up and running in 3 steps

No software to install. No learning curve. We handle everything.

1

Fill Out the Form

Tell us about your business, your bank, and the plan that fits. Takes 3 minutes.

2

We Set Everything Up

We configure your Google Sheets, Drive folders, and invoice templates within 1 business day.

3

Monthly Autopilot

Each month: invoices go out, statements get imported, expenses are categorized, P&L is updated. You just review.

Services

Everything your books need

We handle the numbers so you can focus on running your business.

📄

Invoice Generation

Branded PDF invoices created and delivered each month with sequential numbering. Stored and organized automatically in Google Drive.

🏦

Expense Tracking

Bank and credit card statements imported and AI-categorized by IRS Schedule C category. Deductible amounts calculated with live formulas.

📊

P&L Reporting

Live profit & loss statement updated every month across all 12 months plus YTD. Always know exactly where your business stands.

⏰

Accounts Receivable

Overdue invoices flagged automatically with escalating follow-up drafts. Get paid faster without the awkward chasing.

🧾

Quarterly Tax Estimates

Federal self-employment and income tax estimates with IRS payment schedules — so you're never surprised at tax time.

🔒

Secure by Design

All your data lives in your own Google account. You always have full access and ownership — nothing locked behind proprietary software.

Pricing

Simple, transparent pricing

No contracts. No setup fees on monthly plans. Cancel anytime.

Basic
$ 150 /mo
Best for freelancers and solo operators with simple books
  • ✓ Up to 100 transactions/month
  • ✓ Monthly expense import & categorization
  • ✓ P&L Summary (Google Sheets)
  • ✓ Invoice tracking
  • ✓ AR monitoring
  • ✓ Email support
Get Started
Most Popular
Standard
$ 250 /mo
Best for growing businesses with multiple accounts
  • ✓ Up to 300 transactions/month
  • ✓ Everything in Basic
  • ✓ Branded PDF invoice generation
  • ✓ Auto Drive organization
  • ✓ Payment follow-up drafts
  • ✓ Multiple bank accounts
  • ✓ Priority support
Get Started
Premium
$ 400 /mo
Best for established businesses needing full-service books
  • ✓ Unlimited transactions
  • ✓ Everything in Standard
  • ✓ Quarterly tax estimates
  • ✓ Mileage log tracking
  • ✓ Custom chart of accounts
  • ✓ Monthly review call
  • ✓ Same-day turnaround
Get Started
Add-On Services
Onboarding Setup $100 one-time

Full setup of your bookkeeping system, Drive folders, spreadsheets, and invoice templates.

Quarterly Tax Estimate $75 / quarter

Federal SE tax + income tax estimate with IRS quarterly payment schedule.

Year-End Summary $200 / year

Clean annual P&L formatted for your CPA. Delivered every January.

Pricing Calculator

Estimate your monthly cost

Adjust the options to see your total investment.

Build Your Plan

All prices shown in USD. Add-ons averaged to monthly equivalents.

Monthly plan
Onboarding setup ($100 one-time)
Quarterly tax estimates ($75/quarter)
Year-end summary report ($200/year)
Estimated Monthly Total

* Onboarding is one-time. Tax estimates billed quarterly. Year-end billed annually. Shown as monthly averages above.

Get Started with This Plan
FAQ

Common questions

Everything you need to know before getting started.

Most banks let you download a CSV export of your transactions directly from your online banking portal. You send that file to me each month and I handle the rest. No need to share login credentials — ever.
Yes. All your data lives in your own Google Drive account — not on my servers. You have full ownership and access at all times. The only files I receive are the monthly CSV exports, which I process and then delete.
Standard and Premium plans support multiple bank accounts and credit cards. Just send me the CSV exports for each account and they'll all be imported and categorized together into one unified expense tracker.
No. Everything runs on Google Sheets and Google Drive — both free with a Google account. No subscriptions to QuickBooks, FreshBooks, or any other software required. If you already use QuickBooks, I can work with your exports too.
Transactions are categorized using AI trained on IRS Schedule C categories — the standard expense categories for US sole proprietors and small businesses. Every import is reviewed for accuracy, and you can always request corrections. Over time, the system learns your specific merchants for near-perfect accuracy.
Yes, cancel anytime with no penalties. Your Google Sheets and Drive files are yours to keep — everything stays in your Google account even after cancellation.
The quarterly tax estimates cover federal self-employment tax and federal income tax. State income taxes vary significantly by state and are flagged for you to review with your CPA. Florida (where we're based) has no state income tax, which simplifies things considerably for FL-based clients.
Get Started

Let's set up your books

Fill this out and I'll be in touch within 1 business day.

New Client Inquiry

Takes about 3 minutes. No commitment required.

Your Business
Banking & Volume
Plan Selection
Anything Else?
🔒 Your info is never shared 🚫 No commitment required ⚡ Response within 24 hours
🎉

You're on your way!

I received your inquiry and will reach out to within 1 business day to get your books set up.