Maximize Profit & Cash Flow with Bookkeeping, Strategic Financial Reporting, & Tailored Advisory Services.

We exclusively work with digital service businesses.

Watch the video to learn how our accounting system helps businesses like yours...

Hear from some of our clients who have benefited from working with us

“What a blessing his team has been to us. Taking a lot off of our plate.

Allowing me to focus on the relationships with my clients, adding new clients, and the same for my wife. 

We get to go home and spend time with our child. Those couple hours at least, every week, of bookkeeping has been taken off our plate.”

“If anybody is thinking about working with Jesse to do their accounting, book work, payroll,

whatever it might be, 100% recommend.”

Most responsive guy. Every time I shoot him a text he always answers right away, and he sends me a P&L every month.”

Say goodbye to...

late

...Staying In Late

Owners of digital service businesses waste an average of 5-10 hours a month on bookkeeping.

And hate 100% of it.

Or you just don't bother…until the tax man needs something.

obscurity

...Financial Obscurity

As you scale your business and your financial situation gets more complex, you'll start to lose track of where your money is going.

This makes managing cash flows and tracking relevant KPIs nearly impossible, and it handicaps your decision-making.

You’re operating in a mist of uncertainty.

stressed

...Scrambling During Tax Season

If you've been through a tax season, you’ve suffered the sleepless nights “winging it” causes.

“Did I categorize that transaction correctly?”

“How much do I owe?”

A tailored solution to transform your bookkeeping obligations into your best financial asset

To take these issues off your plate, we created a unique accounting system tailored to the needs of digital services businesses.

We help you turn an obligation into an asset and give you access to financial insights traditionally only available to enterprise businesses.

Professional Bookkeeping...

• Tailored chart of accounts creation
• Categorization of all transactions
• Reconciliation of all bank accounts and credit cards
• Receive financial statements by the 15th of every month

Strategic Financial Reporting

• Profit & Loss
• Balance sheet
• Cash flow metrics
• Custom KPI Establishment & Tracking

Tailored Advisory Services

• Unlimited Financial Consulting
• Budget vs Actuals
• Financial Modeling
• Cash Flow Management
• Analysis on Key Drivers
• Forecasting

Your Transformation

Here’s the proven process we follow to take you from neglected books to clear financial insights

Step 1

Schedule your free discovery call:

Book your free discovery call.

During this time, we’ll: discuss your business, your financial goals, how we can help you, and if we’re a good fit to work together. 

We always strive to share actionable tips you can implement right away, regardless of whether you choose to work with us.

Step 2

Onboarding & Cleanup​:

If we determine we’re a good fit to work together, we’ll have an onboarding call where we’ll get accountant, read-only access to your financials. 

We’ll also use this time to learn more about your financial data flow and do a deeper dive into your challenges and pain points.

If needed, we’ll perform a cleanup to ensure your books are accurate and up-to-date.

Step 3

Data-Driven Insights & Reports

Once the cleanup is complete/accounting system built, we’ll analyze your data and share trends we’ve identified, establish meaningful and relevant KPIs, and share action tips to help you improve profit and cash flow and make more informed decisions. 

We also provide unlimited financial consulting so are always available to answer questions you have.

You can expect financial reports and analysis by no later than the 15th of each month (we usually send them much earlier).

Step 1

Step 2

Step 3

Schedule your free discovery call:

Onboarding & Cleanup

Data-Driven Insights & Reports

Book your free discovery call. During this time, 

we’ll: discuss your business, your financial goals, how we can help you, and if we’re a good fit to work together. 

We always strive to share actionable tips you can implement right away, regardless of whether you choose to work with us.

If we determine we’re a good fit to work together, we’ll have an onboarding call where we’ll get accountant, read-only access to your financials. 

We’ll also use this time to learn more about your financial data flow and do a deeper dive into your challenges and pain points.

If needed, we’ll perform a cleanup to ensure your books are accurate and up-to-date.

Once the cleanup is complete/accounting system built, we’ll analyze your data and share trends we’ve identified, establish meaningful and relevant KPIs, and share action tips to help you improve profit and cash flow and make more informed decisions. 

We also provide unlimited financial consulting, so we’re always available to answer questions you have.

You can expect financial reports and analysis by no later than the 15th of each month (we usually send them much earlier).

Empowering you to...

Reclaim your time

Outsourcing bookkeeping alone will save you, on average, 5-10 hours per month.
Giving you more time to focus on running and growing your business.

Improve profits & Cash Flow

Our financial insights & strategies feature proven processes that allow you to take home more money.

Gain clarity

Know exactly where your money is going and have a clear picture of your businesses’ financial health.

Have Peace Of Mind

Know that your books are taken care of by professionals.

Hi, I'm Jesse Garcia...

…and my passion is helping business owners reclaim their time and grow their business profitably by giving them an easily digestible look at their finances.

I’m a full service bookkeeper & financial consultant who serves digital service businesses across the United States by leveraging cloud technology. 

I pride myself in providing a fast, accurate, and affordable service that enables my clients to focus on what they do best – run their business.

Frequently Asked Questions

I do not, but I have a network of great tax professionals I’ll happily refer you to if needed. 

I work hand-in-hand with them to ensure you get a full-service accounting experience. If you’re interested in being referred, just let me know.

Great question!

There are 3. 

1) Clarity, which increases your profits.

When you know your highest & most profitable sources of revenue & your largest expenses, you’re able to make data-driven decisions based off that. 

You can double down on profitable service offerings, cut less profitable ones, and decrease spend in areas as needed. 

2) Reclaiming your time

On average, business owners waste 5-10 hours per month on their bookkeeping. Frankly, it’s below your paygrade. What else could you be doing with that time? And, that assumes they’re even being done correctly in the first place (I’ve never inherited a set of books where that’s been the case), which leads to the final point…

3) Peace of mind

Knowing that your books are taken care of, tax time will be a breeze, and you can focus on doing what you do best… growing your business. 

I need read-only, accountant access to your bank accounts, loans, credit cards, and payment processors. 

I work with you to set this up and ensure your data is secure. 

This allows me to work efficiently & avoid having to bug you with requests for info that can be found within these tools.

I’ll also need access to your accounting software. If you’re not setup on one, I will help you set it up. 

The only other thing I ask for is that you’re willing to implement best practices as they pertain to your business’ financial data systems/flow

Once I’ve gotten access to or helped you get setup on an accounting software, I’ll: 

-create a chart of accounts custom tailored to your business

-categorize all the transactions I can figure out on my own

-any transactions that I can’t identify on my own will be sent to you in a monthly email for review 

-reconcile all your bank accounts, credit cards, loans, etc.

-provide you with financial analysis on key drivers such as revenue, expenses, margins, cash flow metrics, etc, sent to you by the 15th of each month

My process is streamlined to be as quick and simple as possible, so most of the work is done on my end.

To set expectations, I tell my clients that the beginning is the most hands-on part. 

I’ll need to understand how your operations and data flow work, get familiarity with your transactions & vendors, and build a system. 

Once that system is built, the process is hands-off & you can operate your business with the benefit of improved clarity on your business’ financial situation.

The price will depend on the number of transactions your business has, complexity, number of bank accounts, & the services you sign up for.

Our fees range from $400-$1,100/month, but you’ll see a return much greater than that since this investment is tax deductible, your profits will improve, & you’ll save time.

No. If your business got ahead of your books I offer a clean-up service to make sure everything is up-to-date and accurate.

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