Clean, organized books — without the overhead of a full-time bookkeeper.
Get Started Today Book a Free ConsultationThe Essential Plan is designed for self-employed individuals and solo business owners who need professional bookkeeping without the complexity of a full-scale operation. If you work for yourself, invoice clients, or run a one-person shop, this plan keeps your finances clean, current, and stress-free.
Designers, photographers, videographers, writers, and artists who need organized income and expense records — and want every business deduction captured at tax time.
Business coaches, marketing consultants, HR advisors, and other solo practitioners who invoice clients and need clean books for professional credibility and tax accuracy.
Agents managing commission income, marketing expenses, and mileage who need organized records and QuickBooks categorization without a full accounting department.
Etsy sellers, Amazon FBA operators, or anyone turning a side hustle into a real business who needs a professional foundation before things get complicated.
Access your Income Statement and Balance Sheet anytime from our secure mobile app. No more guessing where your business stands — your numbers are always current and available on demand.
Every business transaction is reviewed, categorized, and entered into QuickBooks Online each month. You get accurate books without touching a spreadsheet.
We sync and balance up to 2 bank or credit card accounts monthly, ensuring your books match your actual bank statements down to the penny.
Upload receipts, statements, and financial documents to your private client portal anytime. Everything is organized and ready when you need it — especially at tax time.
Book a free 20-minute call and we'll walk through your business finances together. No pressure, no commitment — just clarity on whether the Essential Plan is right for you.
Schedule a Free CallSubmit your info below and we'll reach out within one business day to get you set up on the Essential Plan.