Margo — Your books, handled.

i. The way it usually starts

Every business starts the same way. You're good at the thing you do — not at the books.

So the books pile up in the corner.

A drawer of receipts. A bank balance you hope is right. And a quiet little dread every time tax season comes around.

“

The shoebox of receipts

Crumpled in a drawer, the glovebox, three different inboxes — and somehow it's your job to make sense of it all.

“

The 11pm catch-up

The night you finally sit down with a spreadsheet, a coffee, and no real idea if the numbers are even right.

“

The tax-season scramble

That March phone call from your accountant asking for things you can't find — and the panic that follows.

It doesn't have to be your job. It's ours.

ii. Meet your bookkeeper

You don't need to become a bookkeeper. You just need a good one.

We're a small team of real bookkeepers with more than 20 years combined keeping the books for solos, shops, and growing companies. You get one person who knows your business — not a faceless portal, not a different rep every time. They do the work, and nothing leaves our hands until it's been checked by a human. That's the whole promise: your books, done right, by people you can actually reach.

JM

Jordan M.

Your lead bookkeeper

9 yrsexperience

RT

Riya T.

Month-end & reviews

7 yrsexperience

AL

Alex L.

Bills & payroll

6 yrsexperience

iii. What you get

A bookkeeper who just handles it.

Not a tool you operate. Not a process to learn. The whole thing, done for you — here's what's in it.

Your person

Your own bookkeeper

One person who knows your business by name — not a portal, not a rotating cast. Reach them by call, text, or email, and a human answers.

Every month

Books done, on time

Everything sorted and every account matched to your bank, in your inbox on a schedule you can set your watch by.

Checked

A human on every number

Nothing reaches you until a real bookkeeper has gone through it. That's the difference between books that look right and books that are.

Spending

Bills & cards, handled

Your bills paid and your card spending organized and matched to receipts — so nothing slips and nothing's a mystery.

Taxes

Tax-ready, all year

The exact reports your accountant asks for, kept current — so spring is a hand-off, not a fire drill.

Catch-up

Current, if you're behind

Months of mess or a shoebox of receipts? We get you caught up — and keep you there.

iv. Life after the shoebox

Whatever stage you're at, it just gets handled.

Just you

Get your time back

Stop drowning in receipts and finally know your numbers — without it eating your evenings.

✓ Your books done without you chasing a thing
✓ A clear picture of what you made and what you owe
✓ Ready the moment your accountant asks

Small business

Numbers you can act on

Reliable books every month and your bills handled, so you can run the business instead of the spreadsheet.

✓ Bills, cards, and month-end the same way every time
✓ Numbers you can trust for hiring and pricing
✓ A finance team's work, without a finance hire

Growing team

Built to not break

Lots of cards, lots of vendors, all under one clean month — so finance keeps up as you grow.

✓ Many cards and vendors, one tidy month-end
✓ Easy to see who spent what, receipts attached
✓ A real foundation before you build a finance team

Run a nonprofit or association? We handle mission-driven money with care — same team, same simple start.

See how we work with nonprofits →

Why people switch to us

Most bookkeepers keep you guessing. We just tell you.

How it usually goes

The runaround

– "Get in touch for a quote" — and you never see a real price
– Vague promises like "peace of mind" and not much else
– Books that look fine but don't actually line up
– Silence until tax season, then a scramble
– A different person every time you call

With Margo

Straight answers

✓ Prices right on the page — know the cost before you commit
✓ Done, matched, and ready for taxes — on time, every month
✓ A real person checks the numbers before you see them
✓ A friendly note each month — never radio silence
✓ Your own bookkeeper, who actually knows your business

“

I went from dreading my own bank account to actually knowing my numbers. I haven't thought about my books in months — and that's exactly the point.

MR

Maria R.

Owner, Brightside Studio

Pricing

Real prices. No contracts.

Pick a plan that fits how much your business moves. We'll confirm your number on a 20-minute call — and you can leave anytime.

Starter

For solos and side businesses keeping it simple.

$300/mo

Best when you're spending under ~$30k a month

✓ Your books done every month
✓ Every account matched to your bank
✓ Simple reports — what you made and spent
✓ Email your bookkeeper anytime

Start here

Growth

For small businesses that want the bills handled too.

$650/mo

Best when you're spending up to ~$80k a month

✓ Everything in Starter
✓ Your bills and payments, handled
✓ Payroll kept straight with your provider
✓ A monthly call to walk through your numbers
✓ Call or text your bookkeeper anytime

Start here

Scale

For growing teams with lots of cards and vendors.

$1,200/mo

$80k+ a month · built around your setup

✓ Everything in Growth
✓ More than one location or business
✓ Simple rules for who can spend what
✓ Numbers broken out by team or project
✓ First in line for fast turnaround

Talk to us

Not sure where you land? Book a 20-minute call and we'll give you one clear number.

Questions

Good questions,
straight answers.

Still wondering something? Email us or just text us — a real person replies.

Your books done every month, every account matched to your bank, and clear reports showing what you made, spent, and have on hand. Higher plans add your bills, payroll, and more detailed reporting. Every plan includes a real person checking the work before it reaches you.

Most people are up and running within a week. We start with a short call, connect to the accounts you already use, and — if you're behind — get you caught up before settling into a calm monthly rhythm.

Yes. We work in QuickBooks and Xero and connect to the banks, cards, and payroll service you've already got. Nothing to switch, nothing to rebuild — we fit into your setup.

No. It's month to month — stay because the work is good, not because you're stuck. Your books are always yours to take with you.

However you like — call, text, or email your own bookkeeper, and a real person answers. On Growth and Scale, you also get a monthly call to talk through the numbers together.