We set up a spending and bookkeeping system that keeps your effort to a minimum, at no cost to you. The software is free, and we do the setup with you so it’s done right the first time.
Up to $3,900
of bookkeeping and setup work at typical market rates, free for you. Funded through our partnership with Ramp, a free corporate card and expense platform.
A $100 refundable deposit holds your spot. You get it back after your training call.
What’s included
Two working calls
A 75-minute call to apply together and a 90-minute call to finish setup and train your team.
Bank and QuickBooks connection
Card limits, approval rules and automatic coding, so every expense goes to the right account.
Chart of accounts review
We clean up your accounts and match them to Ramp, so your reports are clear and accurate.
Program or grant tracking
For nonprofits, tracking for up to 5 programs or grants.
A year of catch-up
We categorize and reconcile up to the last 12 months from the records you send.
30-day check-in
A 45-minute call a month later to fix anything and answer questions.
See how it adds up
What it would cost. What you pay.
Every piece of the program, priced at typical 2026 market rates for small-business bookkeeping. Through our Ramp partnership, you pay nothing.
What’s included
Market value
You pay
Two working calls
Apply together, then finish setup and train your team
$275
$0
Bank and QuickBooks connection
Card limits, approval rules and automatic coding
$350
$0
Chart of accounts review
Accounts cleaned up and matched to Ramp
$400
$0
Up to a year of catch-up
Up to 12 months categorized and reconciled
Up to $2,500
$0
Program or grant tracking
For nonprofits, up to 5 programs or grants
$300
$0
30-day check-in
A 45-minute call to fix anything and answer questions
$75
$0
Total value
Depends on how far behind your books are
Up to $3,900
$0
Values reflect typical 2026 U.S. rates: QuickBooks setup runs $200–$500, a year of catch-up bookkeeping $1,500–$3,500, and certified QuickBooks ProAdvisors $50–$150 an hour. Catch-up is shown at a full 12 months. A $100 refundable deposit holds your spot.