What we offer
Everything your business's finances actually need.
No bloated packages. No services you'll never use. Three core offerings — each one built around how agencies, home services businesses, and professional practices actually operate.
Core service
Monthly Bookkeeping
Accurate books, every month. Built on Digits.
This is the foundation. Every transaction categorized correctly, every account reconciled, and every month closed clean — by someone who knows your industry — whether that's what Ringba charges look like for an agency, or how job-costing and materials should flow for a home services business, and why your ad spend categories matter for actual analysis.
Most bookkeepers give you a report. We give you a financial system.
- Monthly close and reconciliation
- Transaction categorization and review
- Digits dashboard setup and maintenance
- P&L and balance sheet — current and accurate
- Ongoing communication — no waiting on tickets to ask a question
- Year-end ready books, every year
Who this is for
Businesses on Digits, QuickBooks Online, or Xero. As a certified QuickBooks ProAdvisor, we can step into your existing QuickBooks books without breaking anything — then build a clean migration path to Digits when you're ready. (We also work in Xero.)
Pricing scales with your business size and the level of support you want. Build your quote in two minutes.
Advisory
Advisory & CFO Services
The financial oversight layer most businesses don't have.
Clean books are the floor, not the ceiling. Our advisory and CFO services are the layer above — where your numbers stop being a record of what happened and start telling you what to do next. Available monthly or quarterly, scaled to what your business actually needs.
- Monthly or quarterly CFO advisory sessions
- Breakeven analysis by revenue scenario
- Payroll-to-revenue ratio tracking
- Client profitability visibility
- Cash flow forecasting — 90-day rolling
- Scenario modeling (bear / base / bull)
- Written operator commentary each month
One-time engagement
QuickBooks & Xero Cleanup + Migration
Your books, cleaned up and moved to Digits.
Done once. Done right.
We're certified QuickBooks ProAdvisors, so we know these tools inside out — and we'll tell you straight: QuickBooks and Xero aren't bad software. They're just not built for the real-time visibility that growing businesses need. Digits is.
The migration engagement covers everything: cleaning up whatever mess exists in your current books, mapping your chart of accounts correctly for your industry, and migrating everything to Digits so you start clean. You don't carry your old book problems into your new system.
- Full books review and cleanup
- Chart of accounts restructure (industry-appropriate categories)
- Historical data migration to Digits
- Bank and integration connections
- Reconciliation through migration date
- Handoff to monthly bookkeeping service
Most migrations complete within 2–4 weeks depending on the state of existing books.
Why we build on Digits
The perks your clients actually feel.
QuickBooks tells you what happened last month. Digits shows you what's happening right now. Here's what that looks like day to day.
Real-time dashboards
Your numbers update as money moves. No waiting for month-end to know where you stand.
AI-powered categorization
Transactions sort themselves with 97.8% accuracy. We review the rest — you never touch a spreadsheet.
Ask a question, get an answer
Type a plain-English question about your finances and get an instant answer pulled straight from your books.
Visibility from your phone
Check cash, profit, and burn from anywhere. Your whole financial picture in your pocket.
Built-in cash flow view
See what's coming in and going out — so slow seasons and tight weeks never blindside you.
No month-end black box
Books stay current continuously. When you need a number, it's already there and already right.
Add-ons
Need something specific?
These aren't packaged services — they're things we can layer on when it makes sense for your business.
Not sure what you need? Get a free quote and we'll tell you exactly what makes sense for where you are.
Not sure which service fits?
Get a free quote in two minutes. Answer a few questions about your business and we'll come back with a straight recommendation and a number.