Bookkeeping, tax preparation and a fractional CFO for business owners.
Books closed by the 10th. One fixed price, agreed before we start. A real person who runs companies like yours.
| Revenue | 184,250.00 |
|---|---|
| Job costs | (121,605.00) |
| Overhead | (38,410.00) |
| Net | 24,235.00 |
Bank and card balances tied out · 14 of 14Illustrative
Reconciledby the 10th
Which one is you?
Four services. One set of books.
Monthly bookkeeping
Every transaction categorized, every account reconciled, books locked by the 10th.
Tax preparation
Business returns prepared from reconciled books, plus the owner’s 1040 when it ties to the business.
Catch-up cleanup
Two to four years behind, rebuilt quarter by quarter and tied to the returns you filed.
Fractional CFO
Job costing, a 13-week cash forecast and lender packages, built and defended.
What should your books cost?
Four questions, a 30-second ballpark. No email. No sign-up.
$160–$400/mo
A ballpark for monthly bookkeeping, not a quote. Your real fixed number comes from a 15-minute call — no obligation, no judgment.
Get your real number — (254) 556-5277Rather not call? Send this estimate and we call youNo email. No sign-up.Your ballpark is right above either way — nothing here is hidden behind a form. This just sends it to you and puts you on the call list for the real fixed number.
Got it — your ballpark is headed over with the details you picked. We’ll call the number you gave, usually the same day, with the real fixed number.
In a hurry? (254) 556-5277
What you get on the 10th.
Profit and loss, balance sheet
Current month, year to date, and against last year.
14-point close
Every account reconciled, every month, signed off line by line. You can see exactly what “done” means.
Bank and card reconciliation
Down to the penny. If a number looks off, we chase it. You don’t.
Cover note
A plain-English note on what moved and why.
| Revenue | 212,480.00 |
|---|---|
| Job costs | (139,870.00) |
| Gross profit | 72,610.00 |
| Overhead | (44,125.00) |
| Net | 28,485.00 |
Cover noteNet is up on two closed jobs. Materials ran over on one open job; the detail is on page two.
| Week | Cash on hand |
|---|---|
| 1 | 42k |
| 2 | 38k |
| 3 | 51k |
| 4 | 47k |
| 5 | 33k |
| 6 | 29k |
| 7 | 18k |
| 8 | 24k |
| 9 | 36k |
| 10 | 44k |
| 11 | 40k |
| 12 | 52k |
| 13 | 58k |
Flat monthly pricing. No hourly surprises.
| Plan | Starting at | What it does | What’s in it |
|---|---|---|---|
| Books Right | $159/mo, starting atspecial pricing, normally $300 | Never do the kitchen-table shift again. Clean, current, lender-ready — without touching it. |
|
| CFO Core | $1,325/mo, starting atspecial pricing, normally $1,500 | Know what every job makes before you bid the next one. See cash 13 weeks out. |
|
| Strategic CFO | $5,000/mo, starting at | The finance chief who gets you bonded, funded, and priced right — without the $180k salary. |
|
Every engagement starts with a scoping call and a fixed quote. "Starting at" means simple books at that price — more entities, more volume, more work, higher quote. If your books need a one-time Catch-Up Cleanup first, that’s a separate fixed quote before the monthly starts. You’ll know your number before you commit.
Three steps. No mystery.
Scoping call
15 minutes. What you do, how far behind you are, what you need the books to do for you.
Fixed proposal
One number for the cleanup, one number for the monthly. In writing. No hourly billing, ever.
Monthly rhythm
Books closed by the 10th. Report in your inbox. You get back to running the business.
- View-only access to your bank and credit card accounts
- An invite to your QuickBooks Online file (we’ll set one up if you don’t have it)
- About 30 minutes a month to answer questions
We keep our own books here.
“Four locations’ worth of receipts used to live in a drawer until somebody yelled. Now it’s closed by the 10th and I can actually see which store is carrying the others.”
“Techs in trucks, parts on three cards, and me doing data entry at 11pm. That’s over. I get one number a month and I know what a job actually made.”
“We run several companies off one set of eyes. Having the same person close all of them the same way is the only reason it doesn’t fall over.”
Based in Waco. Working all of Texas.
Based in Central Texas. Available in person or remote, wherever you are in Texas.
Questions we get on every call
How does pricing work?
Flat monthly rates, quoted after a 15-minute scoping call. Right now Books Right starts at $159/mo (special pricing, normally $300) for a single entity with straightforward volume. More entities, more accounts, or higher transaction volume means a higher quote — but it’s fixed before you sign, and it doesn’t change mid-month. We never bill hourly.
How far behind is too far behind?
We’ve rebuilt books that were 4 years behind. Two to four years is normal for a first call. The only "too late" is waiting another year.
Will I need a cleanup before monthly service starts?
Sometimes. If your books are behind or messy, we’ll quote a one-time Catch-Up Cleanup to get them to the standard the monthly packages maintain. One fixed number, agreed before anything starts — then the monthly rhythm takes over.
Do I have to use QuickBooks Online?
No. We can work with what you have — or AlliedOne Marketing can build you a system with payment processing baked in. That said, we recommend QuickBooks Online for most businesses because your banker and your tax preparer both know how to read it. If we move you over, migration is part of the cleanup quote.
What happens at tax time?
The books are already reconciled, so the return gets built from numbers that hold up. We prepare business returns in-house for one flat quote, agreed before we start. Already have a tax preparer you like? We hand them a clean, reconciled file instead of a shoebox, and they never have to guess.
Am I locked into a long-term agreement?
No. Monthly engagements are month-to-month. Cleanups are a fixed-price project. If it’s not working, you keep your books and your QuickBooks file — they’re yours.
One call. A fixed number. No mystery.
Tell us what you do and how far behind the books are. You’ll have your price this week.
Send me this in writing
Tell us what you do and how far behind the books are. You’ll know your price this week — and nobody’s going to lecture you about the shoebox.
Got it. We’ll reach out within one business day.