Start free.
Add humans when you’re ready.
Every business starts in the same place: free daily bookkeeping, today. A named accountant or CFO joins your team later, when the work asks for one, at a price measured from your books.
No credit card. Books caught up today. Nothing to choose yet.
The free diagnostic reads every transaction and puts a number on what it finds: duplicate vendor payments, invoices nobody chased, miscategorized expenses. Most businesses discover the accountant plan pays for itself before they’ve paid for anything.
One path. You decide the pace.
You don’t pick a plan today. You start free, and upgrade the day the work needs a human, in one click, inside the product.
Your Tools
- Full diagnostic: every issue found & priced in dollars
- Books imported, categorized & reconciled daily
- Morning digest: cash, AR & what Wes did overnight
- Wurthy Books included, or connect QuickBooks/Xero
- Approval queue & full audit trail
- Judgment calls flagged: on this plan, they’re yours to decide
Your Accounting Team
- Everything in Your Tools
- The flagged judgment calls, decided by your CPA
- Cleanup done for you, scoped by the diagnostic
- Monthly close reviewed & signed by day 3
- P&L, balance sheet & cash flow monthly
- Unlimited questions, answered by a person in your chat
Your Finance Team
- Everything in Your Accounting Team
- A CFO on your team: call, message, meet
- 13-week cash forecast, reviewed weekly
- Budgets, pricing & scenario planning
- Board, investor & lender packages
- Quarterly strategy session
Every plan starts with the same click. The free diagnostic runs first, your price is measured from what it finds, and you upgrade only when you say so.
Our May books closed on day 3, and our accountant caught a payroll double-post the same morning, in the chat, before I’d finished my coffee.
What will your price be, when you’re ready?
Four questions, no signup. The diagnostic sets your exact number later. This tells you what to expect, so nothing surprises you.
An estimate from businesses like yours. Your diagnostic measures the exact number, shown in writing before a card ever comes out, and it only changes when your business does.
Add the CFO later: about +$300/mo on top.
A measurement, not a negotiation.
No quote call, no haggling, no sales pressure. The free diagnostic reads your books and prices your plan on what it actually takes to run them.
- 1Run the free diagnostic
Connect QuickBooks or Xero: read-only, two clicks. Wes reads every transaction and quantifies every issue, same day.
- 2Your books set the price
Transaction volume, entities, payroll, cleanup scope. Complexity is measured, not guessed.
- 3See it before you pay
One exact number, in writing, before a card ever comes out. It changes only when your business does.
The things people ask.
Your books are a mess or your nights are. Fix both.
Connect your accounting software and watch Wes catch up your books today, free. Add a vetted expert to your team the moment you want a human working alongside you.