Essentials
Clean books.
Clear decisions.
Essentials, managed end to end.
[Clean, up-to-date books without the headache]
Our Core Bookkeeping Services
We offer one complete bookkeeping solution, built to give you accurate financials,
real-time visibility, and strategic guidance without forcing you into confusing tiers.
Bookkeeping Done Right
- Clean, accurate, and fully reconciled financials
- Proper categorization of all transactions
- Monthly reporting you can actually trust
Financial Visibility Built-In
- Clear insights into your revenue, expenses, and profitability
- Understand exactly where your money is going
- No more guessing or relying on your bank balance
CFO-Level Oversight Included
- Ongoing financial review and strategic input
- Guidance on improving cash flow and profitability
- Support making smarter, data-backed business decisions
Process
[How It Works]
01
Assess Situation
We review your books and understand your needs.
02
Onboarding
Connect your QuickBooks — we review and quote based on complexity.
03
We Manage Your Books
Categorization, reconciliation, and organization — month to month.
[What This Means For You]
Your books stay clean and consistent throughout the year. You’re not guessing where the business stands, and nothing feels rushed or confusing when questions come up.
[Who This Is For]
-
A good fit for businesses that:
- Want an internal finance function without a full time hire
- Need clear, up-to-date financial visibility to run the business
- Don’t want to manage bookkeeping day-to-day
- Run an e-commerce brand and need specialized inventory and payout support
[Everything in Essentials — plus live KPI dashboards and senior finance support]
Real-time visibility into your financials with dashboards, insights, and direct access to our finance team.
[Kigi — 24/7 AI Finance Assistant]
Get instant visibility into your financials with AI-powered dashboards connected directly to your QuickBooks.
01
Assess Situation
We review your books and understand your needs.
02
Onboarding
Connect your QuickBooks — we review and quote based on complexity.
03
We Manage Your Books
Categorization, reconciliation, and organization — month to month.
04
Dashboards + Team Access
Get live KPI dashboards and reach our finance team anytime.
Clarity Add-Ons
Upgrade your bookkeeping with Clarity, a powerful add-on designed to give you deeper financial insight, better decision-making tools, and direct strategic support.
Learn MoreCFO Oversight
- Get high-level financial guidance beyond standard bookkeeping
- Strategic insights to improve profitability, cash flow, and growth decisions
- Ongoing review of financial performance with actionable recommendations
Custom Live Dashboards
- Real-time dashboards tailored to your business
- Connected directly to QuickBooks for up-to-date financial visibility
- Track key metrics like revenue, expenses, profit, and cash flow in one place
Cash Flow Templates
- Structured templates to forecast and manage your cash flow
- Plan ahead with clarity on upcoming inflows and outflows
- Make smarter financial decisions with confidence
Kigi AI (24/7 AI Finance Assistant)
- Instant access to your financial data anytime
- AI-powered dashboards connected directly to QuickBooks
- Ask questions, pull reports, and get insights on demand
- Eliminates delays in financial reporting and analysis
Direct Communication with Kalen (Owner)
- Priority access to the founder for guidance and support
- Faster decision-making with direct expert input
- Personalized financial strategy aligned with your business goals
Questions
How quickly can you get started?
Most clients are onboarded within 2-3 weeks.
What software do you use?
QuickBooks Online and Xero primarily.
What if my books are messy?
We offer catch-up services to get your books up to date.
Bookkeeping isn’t the finish line.
It’s the foundation for planning, forecasting, and decision-making.