14 days free · No card
Start your free trial.Three fields. That's it.
Books, payroll and taxes as one system, run by a real team in Coral Gables. Your trial starts the moment you hit the button.
WORKS WITH WHAT YOU ALREADY USE
WHAT'S INSIDE THE FREE TRIAL
Not a demo.A $1,549 month, free.
Kickoff with a specialist
Thirty minutes, tailored to the plan you are considering. The clock starts here.
Your books, opened
QuickBooks connected and your portal live: the real dashboard, document requests, messaging. The actual product, not a sandbox.
A real monthly close
Your most recent full month reconciled, categorized and closed by our bookkeeping team, with founder review.
The written read
A memo in plain English: where you stand, the few numbers that matter, and the moves worth making first.
You keep all of it
The closed month, the memo, any statements we produce. Yours either way, subscribe or not.
The close and the read are the first month of Core, $1,549 on our published list, done free. Considering Advisory or Executive? Your trial carries that plan's first-pass work instead: a $3,950 or $7,950 month.
No card. No auto-charge on day 15. One trial per business.