Your books shouldn't be a quarterly emergency.
A dedicated bookkeeper who owns categorization, reconciliations, AR and AP inside QuickBooks or Xero. Books closed on the same day every month, reports your CPA trusts, and your ops lead stops rebuilding the P&L at midnight.
Covered by the 30-Day Right-Fit Promise: free replacement or your money back.
Where the books get out of sync.
Your CPA flagged at least two of these last year. Which ones?
If two or more feel true, hiring a virtual teammate pays for itself in the first month.
What they own
One accountable seat on the books.
- 01
Categorizes weekly
Transactions into your chart of accounts on cadence.
- 02
Runs reconciliations
Bank and credit card reconciled monthly, same day.
- 03
Manages AR and AP
Invoices out, bills paid, follow-up chased.
- 04
Ships monthly reports
P&L, cash, and AR aging on the same day, same format.
- Books weeks behind
- AR uncollected
- AP paid late
- P&L rebuilt monthly
- Weekly categorization
- AR chased weekly
- AP on schedule
- Same-day monthly close
- Tax filing and CPA review→ your CPA
- Inbox, calendar, and travel→ Administrative & Executive
- Support tickets and account service→ Customer Service & Support
Real teams, real books closed.
A slice of what bookkeepers have moved in their first two months. [PLACEHOLDER: metrics pending real client data.]
“The monthly close became something we hit, not something we hope for.”
“Cash stopped sitting in customers' pockets.”
“AP went from a fire drill to a schedule.”
“I stopped rebuilding the number in Sheets to trust it.”
How it works
- 01
A quick, honest call.
We map the work with you and your ops lead, the tools you already run, and where the week actually breaks. If it isn't a fit, we say so.
- 02
Meet your shortlist.
A hand-picked group of teammates with the right skill mix, tool fluency, and time-zone fit. You interview, we coordinate, you choose.
- 03
They get to work.
Onboarded to your stack and SOPs by a Client Success Manager. Live inside 1 to 2 weeks, backed by the 30-Day Right-Fit Promise.
The 30-Day Right-Fit Promise.
If it’s not working in month one, we make it right — three ways. No clawbacks, no lock-in, no fine print.
- 01
No-cost replacement.
Not the right fit? Tell us why. We deliver a curated re-shortlist within 2 business days, onboard the new teammate at no charge, and pause your billing until the replacement is live and producing.
- 02
30-day money-back window.
Not sure outsourcing fits your workflow? Cancel any time in the first 30 days. We refund every billed day in full. No clawbacks, no termination fees, no minimum-term lock-in. A staffing partner, not a contract trap.
- 03
Backup coverage built in.
Sick day, PTO, family emergency? Your Client Success Manager arranges a trained backup teammate within hours, at no extra cost, briefed on your workflows and tools. Coverage ships with every placement — it’s not an upsell.
No new software to learn.
They log into your accounting stack on day one.
Tell us where you're stretched. We'll come back with a shortlist this week.
A short form. A real reply within one business day. Bring your ops lead to the call. If it's not a fit, we'll tell you.
Your details stay with our matchmaking team. No mailing lists, no drip sequence.
What practices ask before hiring this role.
Get a teammate matched this week.
One call to scope the work. A shortlist inside the week. Live inside two.
30 days to know it's working. If it's not, we fix it or refund it.