Expert services / Books
Bookkeeping
Clean books every month - categorized, reconciled, and ready for your accountant or your next investor call.
Expert services are scoped and priced separately from your software plan.
The problem worth solving
Bookkeeping, with a clearer path.
Founder-led bookkeeping drifts. Three months later, categories are wrong, reconciliations are stale, and tax season turns into a scramble.
How we help
Your books are reconciled monthly by a real human, supported by EazeAI's auto-categorization, with month-end close packages you can actually read.
What comes together
Software, assistance, and expertise.
The software
- Automated categorization with EazeAI
- Bank, credit card, and Stripe reconciliation
- Month-end close package: P&L, balance sheet, cash flow
EazeAI assistance
EazeAI handles the easy 80% of categorizations and asks for help only on the ones that need a human eye.
Expert support
A bookkeeper closes your books monthly, follows up on uncategorized transactions, and produces clean statements.
From here to handled
A clear process from the start.
- 01
Onboarding & cleanup
We pull historicals, fix categories, and reconcile prior periods if needed.
- 02
Monthly close
Transactions categorized, accounts reconciled, statements delivered.
- 03
Year-end handoff
Tax-ready books delivered to your CPA - or to our tax team.
Find your fit
Is this the support you need?
- Founders who don't want to touch QuickBooks
- Teams that need investor-ready financials
- Businesses moving from a part-time bookkeeper
Good questions. Clear answers.
A few things you might be wondering.
Need a little more detail? We are happy to help.
Talk to our teamYes. You'll have a primary point of contact for your service, supported by a small team.
Our tax filings are prepared and reviewed by experienced tax professionals. Specific credentials vary by service tier - we are happy to share details for your specific engagement.
Email, scheduled calls, and in-app messaging. We aim for clear, timely responses appropriate to your service tier.
Explore more support
What else is on your list?
Business Formation
Form your LLC, S-corp, or C-corp the right way - with the books, EIN, and compliance ready from day one.
Payroll
Run payroll for W-2 employees and 1099 contractors without juggling three tools.
Tax
Year-round planning, on-time filing, and no scrambling in March.
CFO Advisory
Forecasts, runway, and pricing decisions - without hiring a full-time CFO.
The right support starts with the right conversation.
Tell us about your business. We will agree on scope and pricing before the work begins.