Close your books in 5 days. Get clarity. Grow with confidence.
A dedicated accounting team, reviewed by a senior controller, that keeps your books clean every week and delivers your financials within five business days of month-end.
What we do
From daily transactions to board-ready reports, one team handles your financial back office inside the tools you already use.
Bookkeeping
Stay organized with accurate daily bookkeeping that keeps your finances crystal clear.
Accounts payable & receivable
Streamlined AP/AR management, so you never miss a payment or a collection again.
Account reconciliation
Bank, credit card and account reconciliations. Precise and reliable every time.
Financial reporting
Monthly and quarterly P&L, balance sheet, cash flow and insights for smarter decisions.
Cost control
Track costs and make sure your pricing strategy drives real profitability.
Virtual assistant
Smart support for your business: inbox and calendar management, CRM updates, client care and expense tracking.
Move your business to the right tools
We guide you in adopting trusted platforms that simplify accounting, reporting and back-office management.
QuickBooks Online
Cloud-based all-in-one accounting with bookkeeping, invoicing, payroll and reporting.
Xero
Cloud-based accounting with bank reconciliation and real-time insights.
Gusto
Streamlined payroll, HR and benefits for small businesses.
HubSpot CRM
Organize sales, manage customers and track financial follow-ups.
The process behind our success
From the first call to your first close, in five clear steps.
Connect with us
A free 30-minute call to understand your business, your tools and what isn't working today.
Understand deliverables
We review your books and agree on what you need to receive and when.
Pricing
We propose a fixed monthly price based on your exact requirements. No hourly surprises.
Plan of action
Access, closing calendar and reporting package set up around your business.
Kick off
Once approved, we put the plan into action and deliver your first close.
Plans for every stage of growth
Simple, transparent pricing that grows with you.
Starter plan
Perfect for early-stage businesses that need reliable bookkeeping without the overhead.
- Monthly bookkeeping (up to 100 transactions)
- 1 bank reconciliation
- P&L and balance sheet
- Books closed by business day 10
- Email support
Growth plan
PopularDesigned for expanding teams that require advanced reporting and flexible support.
- Monthly bookkeeping (up to 350 transactions)
- 2 bank and 2 credit card reconciliations
- P&L, balance sheet and cash flow
- Books closed in 5 business days
- Unlimited email and 1 video call a month
Scale plan
Built for companies that need comprehensive financial management and priority service.
- Monthly bookkeeping (up to 600 transactions)
- 3 bank and 3 credit card reconciliations
- Personalized and advanced financial statements
- Controller review, KPIs and budget vs. actual
- Priority support by email, phone and video
None of these plans fit you? Customize your plan and pay only for what you really need.
Create my planSenior review on every close
Your books are reviewed by a controller with 12+ years leading finance for U.S. companies, not just processed.
Your data stays in your systems
We work inside your QuickBooks Online or Xero with named users and multi-factor authentication. You approve every payment.
U.S. and Latin America
A bilingual team working on U.S. business hours, with experience reporting Latin American operations to U.S. headquarters.
Frequently asked questions
Everything you need to know about the service and billing.
Is there a free trial available?
Your books review and quote are free, and new clients get 20% off the first month. We start with a short onboarding so you can see how we work before committing long term.
Can I change my plan later?
Yes. As your volume changes, we move you up or down a plan starting the next month.
What is your cancellation policy?
Plans are month to month with 30 days' notice. When you leave, we hand over your books, files and a closing summary.
Can other info be added to an invoice?
Yes. We can add purchase-order numbers, cost centers or any reference your accounts-payable team needs.
How does billing work?
One invoice at the start of each month, paid by ACH or card. Catch-up projects are quoted and billed separately.
Can't find the answer you're looking for? Please chat with our friendly team.
Get in touch