Better information. Less busywork.
We help owner-led businesses see their numbers clearly, remove repetitive admin and make better decisions from the data they already have. All work is remote, scoped in writing and explained in plain English.
Services
Four ways we can help
Reporting & dashboards
One page that shows how the business is doing, built from the numbers you already keep.
Learn more →Workflow automation
Stop re-typing the same information between forms, spreadsheets and email.
Learn more →Lead lists & market research
Targeted prospect lists and market snapshots, with the method written down.
Learn more →Data cleanup & spreadsheet systems
Turn a messy export or a fragile workbook into something you can rely on.
Learn more →How we work
The same approach every time
Scope in writing
Every engagement starts with a short review and a written scope and price, so you know what you get before work begins.
Your tools
We build on QuickBooks, Xero, Google Workspace and Microsoft 365 where possible, so you do not take on new subscriptions without a reason.
Documented handover
You get a short guide to everything we build, so it does not depend on us or on one person's memory.
Software
Our own tools
We also build software for sales follow-up.
Lead Desk
Track and follow up on leads.
Software and tools
Software you own and tools you can start today
Ready-made versions of the work we do for clients, for the jobs you would rather run yourself.
Software you own
Bookkeeping, money and tax apps
Three apps that run on your own computer, with the price and what each leaves out on one page.
Compare the appsExcel workbooks
Every workbook in the store
Month-end close, cash flow, budgets, pricing and more, each with a filled example. Many have a free starter file to try first.
Browse the storePython scripts
Bookkeeper's starter scripts
Small, readable scripts for chores bookkeepers repeat by hand, with sample files.
See the scriptsPython script
Excel consolidation script
Combine trial balances from several entities and hand a reviewer a workbook that checks itself.
See the scriptRequest a consultation
Tell us what you need
A short description is enough. We reply by email, usually within one business day, with questions or a fixed-scope quote.
We are not a CPA firm or law firm. We never ask for your passwords: access is by invitation or a shared file that you can remove.