Unbreak Your Books

The problem

Your invoices go out late — or not at all. Expenses pile up in a shoebox (or a messy spreadsheet). Your bookkeeper asks you questions you can’t answer because the data is scattered across three tools. Your accountant sends you a list of missing documents every quarter. You’re spending hours on work that should take minutes.

What we build

Core deliverables

• Automated invoicing workflow — invoices generated and sent on schedule, with follow-up reminders for overdue payments
• Bookkeeper/accountant handoff process — structured data exports and reconciliation so your financial team always has what they need

If time allows

• Expense categorization system — receipts and transactions automatically sorted into the right categories
• Monthly reconciliation automation — your books close faster with less manual work

The process

1. Week 1: Discovery We map your current tools, talk to your bookkeeper/accountant, measure your baseline (how many hours you spend now), and design the system.
2. Week 2: Build We configure your tools, build the workflows, test everything, and do a hands-on walkthrough with you.
3. Days 11–13: Soak We monitor for 3 business days. If anything breaks in real use, we fix it on the spot.
4. Handoff You get: a working system, a written guide, a recorded walkthrough, and a 30-day check-in scheduled.

What you need