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BOOKKEEPING AND ACCOUNTING · FOR BUSINESSES ACROSS THE US
Books you can trust. Decisions you can make with confidence.
ACCA · GDL · MSc · 10+ years · 1,387+ clients
Accurate, reconciled books every month, kept by a Chartered Certified Accountant acting as your dedicated advisor. Strategic insight into where your money goes, and books that are always tax-ready.
Messy or late books mean missed deductions, late 1099s, a rushed tax return and decisions made in the dark.
Secure checkout · Clear fixed pricing · Your dedicated advisor from day one
Plans from
$199
per month
A Chartered Certified Accountant keeping your books every month, for less than a part-time hire.
Plus a one-time onboarding fee from $500. Not sure where your books stand? Start with a free QuickBooks Health Check.
Monthly bookkeeping and accounting
Led by Marissa Whaul, ACCA, GDL, MSc
WORK WITH US FROM ANYWHERE
Video meetings
Meet face to face, wherever you are.
Secure document exchange
Tax documents through Intuit Link, a secure, encrypted upload portal. Other documents through private, access-controlled client folders.
E-signatures
Sign engagement letters and returns online.
Virtual onboarding
Get started in days, from any state.
WHAT'S INCLUDED
Everything your books need, every month
Monthly bookkeeping
Transactions categorised accurately and kept up to date.
Bank and card reconciliations
Every account matched to your statements so the numbers hold up.
Financial reports
Clear monthly reports so you know how the business is really doing. From a monthly P&L and balance sheet to custom management reports and KPI dashboards, depending on your plan.
QuickBooks set up and maintained
A clean, well-organised file that works for you, not against you.
Tax-ready records
Books ready for your accountant and tax return, without a year-end scramble.
Clean-up and catch-up
Behind on your books? Clean-up from $600 and catch-up from $200, quoted case by case.
Regular meetings with Marissa
Quarterly check-ins or strategy calls on Business Starter and Growth Essentials, monthly strategy calls on Professional Plus and Enterprise Concierge.
GET STARTED
Choose the plan that fits your business
Every plan includes accurate monthly bookkeeping. Higher plans add capacity and support as you grow.
YOUR DEDICATED ADVISOR
Marissa Whaul, ACCA, GDL, MSc
Chartered Certified Accountant · 10+ years · 1,387+ clients
One point of contact from first call to final filing. Not a call centre. You get her direct attention, plain-language answers and someone who knows your file.
Enterprise Concierge
from $1,199
/ month
✓ Unlimited transactions and accounts
✓ Full GAAP compliance
✓ Industry-specific accounting
✓ Custom dashboard and KPI tracking
✓ Cash-flow forecasting
✓ Monthly meetings with Marissa, plus a quarterly strategy session
✓ Priority phone and chat support
✓ Fractional-CFO advantages
No onboarding fee. Final price after a scope review. 3-month minimum, then month to month.
Secure checkout · Clear fixed pricing · Your dedicated advisor from day one
Good to know, on every plan
• A paperless bank feed (connected bank and card accounts) is required on every plan.
• Higher transaction volume? We move you to the right plan and quote before any extra charge.
• Clean-up from $600 and catch-up from $200, quoted case by case.
• Other software available on a custom quote.
• Free QuickBooks Health Check, with results within 2 business days of connecting.
Billing and cancellation
• Billed monthly in advance, due on the 1st.
• Quarterly or annual prepayment available at a discount.
• Pay by ACH, card or bank transfer.
• Services pause if payment is late.
• Upgrade or downgrade any time, effective from your next cycle.
• Cancel in writing at least 15 days before your next billing cycle. Enterprise Concierge has a 3-month minimum.
• No refunds for a billing cycle already started.
• Pricing is reviewed annually, with 30 days' notice.
What happens after you book
1 · RIGHT AFTER SIGN-UP
Welcome and engagement letter
A welcome email, your engagement letter to e-sign and an invitation to connect your bank feeds and QuickBooks.
2 · WITHIN 14 BUSINESS DAYS
Onboarding project
Setup, chart of accounts and bank feed connection, all completed.
3 · WITHIN 30 DAYS OF ONBOARDING
First monthly reports
Your first monthly reports, then every month after that.
Dates to keep in mind
• Form 1099-NEC for contractors is due to the IRS and recipients by January 31 each year. Clean books make it quick.
• Partnership and S corporation returns are due March 15. Individual and C corporation returns are due April 15 (calendar-year filers).
• Starting before year-end means your books are ready for tax season, not rebuilt during it.
WHO IT'S FOR
For businesses that want clarity
Physicians, dentists and medical practices
Clean books and clear reporting for a busy practice.
High-income professionals
Who want their business finances handled to a professional standard.
Real estate investors
Tracking income and expenses property by property.
Construction companies and contractors
Job costing, subcontractor payments and income tracked across multiple job sites.
Founders and online businesses
Cloud-based bookkeeping for remote teams in any state.
Multi-LLC owners
Every entity kept separate, reconciled and tax-ready.
HOW IT WORKS
Three simple steps
01
Free health check
Connect your QuickBooks file and get your results within 2 business days.
02
Choose your plan
Pick the plan that matches your volume and the support you want.
03
Monthly peace of mind
Your books are kept current and reconciled, with reports you can act on.
MEET YOUR ADVISOR
A dedicated, strategic advisor. Not a call centre.
You work directly with Marissa Whaul, a Chartered Certified Accountant (ACCA) with a Graduate Diploma in Law (GDL) and an MSc in Accounting and Finance. She brings more than ten years of tax and accounting experience to every engagement, as a strategic, dedicated advisor to clients across the US.
ACCA · Chartered Certified Accountant
GDL · Graduate Diploma in Law
MSc · Accounting and Finance
10+ years · Tax and accounting experience
1,387+ · Clients served
Frequently asked questions
Which plan is right for me?
It depends on your transaction volume and how much support you want. Book the free QuickBooks Health Check and we will recommend a plan.
Do I need to use QuickBooks?
We work in QuickBooks Online. Other software is available on a custom quote. A paperless bank feed is required for all clients.
Can you catch up on past months?
Yes. Clean-up starts from $600 and catch-up from $200, each quoted case by case depending on complexity, volume and backlog.
Is there a contract or minimum term?
Business Starter, Growth Essentials and Professional Plus have no minimum term. Cancel in writing at least 15 days before your next billing cycle. Enterprise Concierge has a 3-month minimum, then runs month to month.
How does billing work?
Plans are billed monthly in advance, due on the 1st, by ACH, card or bank transfer. Quarterly or annual prepayment is available at a discount. Each plan also has a one-time onboarding fee.
Do you also file my taxes?
Tax preparation is a separate service, and having clean books makes it faster and simpler.
Get your books under control
Monthly bookkeeping from $199 a month, kept by a Chartered Certified Accountant.