One clear monthly plan
Based on your business, agreed upfront, in writing. You’ll never get a bill for the time it took to answer your email.
Our Service Plans
Every business is unique. We design your monthly fixed-fee plan around your specific workflow and financial goals.
Essential Bookkeeping
For owner-operated businesses needing clean, tax-ready books.
- QuickBooks Online monthly reconciliations
- Bank, credit card, and loan accounts
- Vendor bill coding & entry
- Monthly P&L and Balance Sheet reports
- Email & phone support with Heshy
Growth & Job Costing
For contractors, trade companies, and growing operations.
- Everything in Essential Bookkeeping
- Detailed job costing & project margin tracking
- Accounts receivable & billing pipeline tracking
- Inventory or marketplace reconciliation
- Quarterly business review call with Heshy
Fractional CFO & Controller
Strategic financial leadership without hiring an in-house CFO.
- Full bookkeeping & month-end controller oversight
- Cash flow forecasting & runway planning
- Pricing model review & margin protection
- Lender, investor, and CPA coordination
- Monthly 1-on-1 strategic advisory meetings
Why we don’t bill by the hour
Hourly billing makes you hesitate before asking a question. A fixed fee means you call whenever you need us.
| Typical hourly firm | Seamless Books | |
|---|---|---|
| Monthly cost | Changes with hours logged | Same agreed price every month |
| Asking a question | Billed in increments | Included at no extra charge |
| Scope | Discovered on the invoice | Agreed upfront, in writing |
| If your business changes | Hours just go up unexpectedly | We review the plan together in advance |
What sets your monthly fee
We calculate your fixed-fee plan after a quick, free strategy call, based on three straightforward factors:
Transaction volume
How many bank accounts, credit cards, bills, and monthly transactions flow through your business.
Complexity
Job costing, multi-location inventory, multiple entities, or complex Amazon/marketplace sales.
Reporting needs
How frequently you want custom reports, cash flow forecasts, and 1-on-1 CFO advisory reviews with Heshy.
Frequently asked questions
Is the strategy call really free?
Yes, 100% free. We review your current bookkeeping status, answer your questions, and provide a clear fixed-fee proposal with no obligation.
Is catch-up work included in the monthly fee?
Historical catch-up is quoted separately as a one-time fixed fee. You know the exact cost before work begins, with zero hourly surprises.
Do I need QuickBooks?
We are certified QuickBooks ProAdvisors and work primarily in QuickBooks Online. If you currently use another platform or spreadsheets, we manage the full migration during onboarding.
Do you file taxes?
We keep your books tax-ready year-round and coordinate directly with your CPA at tax time. This saves you substantial CPA hourly fees and prevents filing delays.
What if my business grows during the year?
If your scope changes significantly, we sit down and review your plan together ahead of time. You will never receive an unexpected bill.
Schedule Your Free Strategy Call
Take the first step toward financial clarity. Talk with Heshy about your books—no cost, no obligation.
Free 30-minute consultation • No obligation