Use your unique referral link or have anyone you refer enter your name when they sign up and they'll be linked to you forever.
We take care of referrals and we give them a free month of bookkeeping so they can see the value of working with us before fully committing.
As long as each referral is still a customer, you'll be paid $50 per month per customer. We make tracking simple so you get paid every month.
We truly care about the success of our customers and we go above and beyond to develop strong relationships with all of our customers. No customer is just a number with us. From the start, we invest the time to get to know your business so we can handle your books properly. Then we ensure you have a strong relationship with your Bookkeeping team and can reach them at any time with questions and concerns. Finally, we look to be proactive finding opportunities for our customers to save on expenses, capitalize on market opportunities, and grow as smart as possible. We’re all about the customer experience and work tirelessly to make sure our customers are happy with us as their bookkeeping partner.
We take the time to get to know your business, balance the books, then provide you with monthly reports. On both plans, we provide you with a monthly Profit and Loss Statement, Balance Sheet, and Cash Flow Statement. We also offer custom reports, employee payroll reports, AP & AR management, paying invoices, running payroll, yearly tax filing, and much more. If there’s a service you need that’s not on this page, simply get started and speak with us about it.
We are experts in both accrual and cash basis accounting methods and we are happy to follow whichever method you prefer. Given our expertise within the online space, we have seen that the majority of online companies use the cash based bookkeeping method.
We require the following for getting started:
During your first month, you won’t be charged and we’ll complete the bookkeeping of your previous completed month in business. We’ll show you why working with us is high level and you’ll be able to meet your dedicated Bookkeeping team.
You’ll get our Entrepreneur Bookkeeping Guide, our Monthly Finance Meeting Agenda, & a few surprises!