Bookkeeping for Founders
Clear, simple books that actually tell your business story — not cookie-cutter bookkeeping, but founder-focused support that connects to your Enough Number, Revenue Floor, and Profit Mastery framework.
Choose Your Bookkeeping Level
-
Essential
Perfect for early-stage founders who need clean, compliant books without the complexity.
Monthly transaction categorization & reconciliations
Financial reports (P&L, Balance Sheet, Cash Flow) delivered monthly
Clear categorization aligned to your offers & revenue streams
Tax-ready books with year-end package for your CPA
Integration with QuickBooks Online or Xero
Email support for bookkeeping-related questions
Best for: Founders who need reliable monthly books that stay tax-ready without breaking the budget.
-
Growth
Everything in Essential, plus deeper insights to understand which offers drive your profit.
Everything from Essential package
Plus: Custom revenue/expense tracking by offer
Plus: Quarterly financial health check
Best for: Growing businesses that need to understand profitability by service or product line.
-
Premium + CFO Lite
Complete bookkeeping plus strategic support to optimize cash flow and profit decisions.
Everything from Growth package
Plus: Cash flow tracking & 1 mini strategy call/month
Plus: Integration with your Profit Mastery dashboard
Best for: Established founders who want books that actively support their profit optimization and cash flow management.