Big relief for small businesses
We did. Hand over the receipts, the reconciliations, and the “I’ll get to it later.” Get clear books and a little more life back.
YOUR MONTH, IN PLAIN ENGLISH
September. Sorted.
Accounts reconciled. Reports ready.
A clear view of where you stand.
Another Sunday lost to catching up.
Illustrative monthly report · Try “Before Tidy”
01 / The good stuff
A little behind? A lot behind?
We’ll meet your books where they are.
EVERY MONTH, WITHOUT THE SCRAMBLE
Categorized transactions, reconciled accounts, and financial statements. The essentials, taken care of.
Find your monthly planA FRESH START
Months of catch-up, loose ends, and mystery transactions. We’ll untangle the backlog with a clear cleanup scope.
Let’s get you caught upTHE NUMBERS, EXPLAINED
Your reports, translated into a conversation. Understand the month and ask the questions on your mind.
See our monthly rhythm02 / How good months happen
A bookkeeper who knows your setup. A process you can follow. Financial reports you don’t have to chase.
Make room for what’s nextYour software, your accounts, your backlog. We agree on the scope and cost before the first transaction is touched.
Meet your bookkeeper, share the right access, and set the monthly schedule. Cleanup comes first when needed.
Books reconciled. Reports delivered. Questions answered. With a review call included in Momentum.
03 / A clearer view
Understand what came in, what went out, and where the business stands. Reports with context, so you can ask better questions.
I could use this kind of clarity| September activity | Amount |
|---|---|
| Service revenue | $28,450 |
| Contractors & payroll | $12,400 |
| Rent & utilities | $2,850 |
| Software & subscriptions | $920 |
| Other operating expenses | $2,550 |
| Net income | $9,730 |
You earned $28,450 and spent $18,720. That leaves $9,730 in net income. Profit and cash are different; the balance sheet shows the other side of the story.
| At September 30 | Amount |
|---|---|
| Cash | $24,730 |
| Accounts receivable | $3,200 |
| Total assets | $27,930 |
| Accounts payable & other liabilities | $8,200 |
| Owner’s equity | $19,730 |
| Liabilities + equity | $27,930 |
You have $24,730 in cash and $3,200 still owed by customers. The business has $8,200 in liabilities. Assets balance with liabilities plus owner’s equity.
Illustrative profit & loss. Fictional business and financial data.
04 / Small business. Sensible plans.
A clear starting price and an agreed scope.
Choose a direction; we’ll confirm the fit together.
For the solo owner keeping things simple.
$249 / month
Illustrative starting price
For growing businesses with more moving parts.
$449 / month
Illustrative starting price
For complex workflows and bigger plans.
Let’s talk.
A quote tailored to your setup
These are example packages for this fictional business. Cleanup, initial setup, tax preparation, payroll, and software subscriptions are quoted separately. Final pricing follows a review of the accounts.
For people building something
You bring the ambition. We bring a little order to the behind-the-scenes.
Projects, subscriptions, and growing teams.
Your expertise is your business. Protect your time.
Busy days and books that need catching up.
Payouts, platform fees, and more moving pieces.
A few things you might wonder
With a conversation and a review of your records. Catch-up work gets its own scope and quote before ongoing monthly bookkeeping begins.
We review your current setup first. This model supports QuickBooks Online and Xero workflows, with any proposed change explained before you agree to it.
No. These packages cover bookkeeping and financial reporting. Tax preparation and advice require a separate engagement with your tax professional.
Transaction volume, account count, entities, reporting requirements, and the condition of the books. Your proposal specifies what’s included and what costs extra.
Yes. The engagement sets out how questions are handled. Momentum includes a dedicated bookkeeper and a monthly financial report review call.
Here’s to fewer loose ends
Two quick questions to find your starting point. Then a conversation to get the details right.
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