PREVIEW — Details confirmed by Rosa Amaya on Oct 24, 2026. Business phone and email are being finalized and will be added here before launch.

Bookkeeping for owners who have outgrown the shoebox.

For growing owner-operated businesses: a monthly close that finishes on schedule, cash you can actually see coming, and profitability by product or service line — so growth stops feeling like a guessing game.

Book a Bookkeeping Diagnostic
Led by a Controller with 12 years of accounting experience · QuickBooks Online & NetSuite · Service in English & Spanish

The growing-business version of the problem

  • Sales are up, but the bank balance doesn't seem to have gotten the memo.
  • You don't know which products, services, or customers actually make money — and which ones you just think do.
  • The books happen at midnight, on weekends, or not at all — and tax time proves it.
  • Every decision — hire, buy, expand, raise prices — is made on a gut feeling and a bank balance.
  • Your bookkeeping “system” grew by accident: a spreadsheet here, an app there, receipts everywhere.

What we run for owner-operated businesses

A monthly close you can plan around

Documents in by the 3rd business day, report package by the 12th — every month. The rhythm replaces the scramble.

Cash-flow visibility

What's coming in, what's going out, and where the tight spots are — reported monthly, and forecast ahead on Growth and Controller.

Profitability by product or service line

Revenue and costs tracked by what you sell, so you can see which lines carry the business and which ones ride along.

Owner-ready reporting

A one-page summary in plain English, plus the statements behind it — and the handful of KPIs that actually run your business, tracked the same way every month.

The numbers you'll see every month: cash position · profit by product or service line · budget vs. actual · receivables aging.

Simple packages, fixed monthly pricing

Every engagement starts with a paid Bookkeeping Diagnostic ($250–$500, credited toward onboarding), so your exact price is based on your actual books — never a guess, never hourly billing.

Essentials

$750+/mo
  • Transaction categorization
  • Bank & credit-card reconciliation
  • Monthly financial statements
  • Email support
Most popular

Growth

$1,500+/mo
  • Everything in Essentials
  • Bill-pay & invoicing support
  • Budgeting & cash-flow reporting
  • KPI reporting + monthly review call

Controller

$3,000+/mo
  • Everything in Growth
  • Cash-flow forecasting & budgets
  • Job / department profitability
  • Weekly support

Cleanup of past months, onboarding/setup, and software migrations are quoted separately at a fixed price after the diagnostic. See full pricing details →

Straight answers

I'm the owner and I do everything. How much of my time does this take?

Less than doing the books yourself at midnight. Documents in by the 3rd business day and one question list to answer — the close, the reports, and the worrying are ours.

Do you handle payroll or sales tax?

Not at this time — both are outside our starting scope. Your books are kept complete and filing-ready for your payroll provider and CPA, so nothing scrambles at deadline time.

What software do you use?

QuickBooks Online is our primary platform. On something else? Migrations are handled as part of onboarding.

Our books are behind. Where do we start?

With the diagnostic. You'll get a written findings summary and a fixed cleanup quote before any monthly work begins.

Grow on numbers, not gut feelings.

Book a diagnostic and get a written assessment of your books plus a fixed quote. No pressure, no hourly billing, no surprises.

Book a Bookkeeping Diagnostic

Based in Brandon, Florida — serving businesses throughout Tampa Bay and remotely across the United States. We reply within one business day.