How the work sits
Books live in QuickBooks Online or Xero, with bank feeds and Stripe or PayPal exports when a category needs them. You get an exception list. If a decision actually needs a call, we ask for one. Your CPA still files. We do not replace that advice.
Admin is Standard only: inbox triage, scheduling, and document handling, capped at 3 hours a month. Starter does not include it.
What is included
Monthly close. Capture, categorise, reconcile, written monthly report. That is Starter, from $299/mo, and the base of Standard.
Light admin. Inbox triage, scheduling, document handling. Standard only, from $449/mo, capped at 3 hours a month.
What 3 hours of light admin looks like
Standard only. Finance-adjacent work that keeps the close and the paperwork moving. Not a full EA. Not personal errands.
Illustrative split.
Hour 1: Finance inbox triage
- Sort finance and ops mail that affects books, vendors, and billing
- Flag what needs your decision; draft short replies where useful
- Leave personal and non-finance noise alone
Hour 2: Scheduling (finance-adjacent)
- Hold and confirm the meetings that unblock money or compliance (CPA, bank, vendor, board packet timing)
- Keep calendars clear of “another books stand-up” unless you ask for one
Hour 3: Documents filing
- Name, file, and route contracts, statements, invoices, and vendor docs
- Keep a path your future self (and your CPA) can find
Hard cap: 3 hours a month on Standard. Work past the cap is out of scope and quoted separately before it starts. Starter does not include admin.
Light admin is not CPA or tax advice, not weekly meetings, and not full executive-assistant cover.
If you are behind. Catch-up from $200 per month behind, quoted after the fit check, then optional ongoing monthly.
Full detail is on the monthly bookkeeping page.
Pricing anchors
- Starter: from $299/mo. Close only. No admin.
- Standard: from $449/mo. Close plus light admin, 3 hours a month cap. This is the published price. Launch promo $399/mo on request.
- Catch-up: from $200 per month behind. Quoted after the fit check.
Not sure? Choose Not sure. We’ll recommend Starter vs Standard.
Scope is confirmed after the fit check. Async is the product. We will not switch you onto a weekly meeting after you sign.
Who this page is for
- Solo or small technical founding teams
- SaaS with recurring revenue and messy categories
- Product operators who inherited books that are not actually closed
- Teams with a CPA who needs cleaner inputs, not more founder weekends
Less ideal if you want tax filing in-house, daily chat babysitting, or full executive-assistant coverage.
FAQ
Will you learn our product?
Enough to categorise sensibly and ask sharp exception questions. We will not join roadmap reviews.
Can you work in our Notion, Linear, or email?
Yes for admin triage and documentation on Standard. The books stay in accounting software.
Do you do R&D or startup tax-credit work?
We organise books and supporting documents. Credits and filings go through your CPA or a specialist.
We are pre-revenue. Is it still worth it?
Often yes if spend is real and you want clean habits before a raise or a tax filing. The fit check will say if volume is too light.
What does Standard cost?
Standard is from $449 per month: the monthly close plus light admin capped at 3 hours a month. Starter is from $299 per month with no admin. Catch-up is quoted from $200 per month behind.