A bookkeeping service with hard edges.
The founding beta does one job: close straightforward cash-basis books for one-person U.S. service businesses. Anything that needs a different accounting workflow is excluded until the system can support it completely.
Included
- One business checking account and up to one business credit card
- Fewer than 100 posted transactions per month
- Transaction collection, normalization, approved-rule categorization, and batched questions
- Monthly bank and card reconciliation to official statements
- Owner review, acceptance, corrections, and revised close packages
- Standard reports plus complete ledger and audit exports
Not included
- Tax preparation, advice, filing, or estimated-tax calculations
- Payroll, contractor 1099 filing, accounts payable, or bill payment
- Inventory, cost of goods sold, job costing, or accrual accounting
- Sales-tax calculation or filing
- Loans, depreciation, fixed-asset schedules, trust or client funds
- Ecommerce, restaurants, property management, law firms, medical practices, nonprofits
- Migration or synchronization with QuickBooks, Xero, Wave, or another bookkeeping app
Controls, not confidence theater
Automated classification runs only when an approved rule or exact prior pattern applies and the accounting workflow permits it. Transfers, loans, taxes, owner activity, fixed assets, refunds, and duplicates are not guessed. Unresolved items and any reconciliation difference block the close.