Your books, done by the 10th. Every month.

You didn't start a business to sort receipts at midnight. But somebody has to, so let us do it. You get clean numbers and a short note that says what they mean.

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BookWize connects your accounts, sorts every dollar and closes your books by the 10th.

Messy books cost you money.

Late books hide write-offs, so you pay more tax than you should. Then your tax pro charges extra to clean it all up.

Link your accounts once

Hook up your bank, cards, Stripe, Clover or QuickBooks. After that, new money moves show up on their own, so you never mail us a pile of paper again.

We sort every dollar

Each one gets a label. Then we check every account against its statement, because totals only count when they match.

You answer a few quick questions

Only what we can't know, like what that $2,400 Zelle was for.

Watch every dollar find its place.

Your bank, cards and sales apps feed in on their own. Each dollar gets a label. But some things only you know, so we send those as one short question instead of a pile of forms.

Accounts feed in, every payee gets a category, and daily sales and close progress fill in.
The BookWize owner portal: close progress, a short action list and the month's snapshot.

Your portal, in plain words.

One page shows what's done and what we still need. No jargon. You answer from your phone in a few taps, and your bookkeeper takes it from there.

Take the two minute tour.

See your numbers, your close and your questions in one place. Then decide if it fits how you run your shop.

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A tour of BookWize: the overview, a revenue chart, the sorting gauge and an owner answering a question.

Here's what shows up every month

  • Books closed by the 10th when your files are in by the 5th. If we miss it, that month is free.
  • A one page money summary you can read in two minutes.
  • A clean file your tax pro can use the same day, so tax season stops being a scramble.
  • A 30 minute talk every quarter about where your cash went.

$1,500 to start, then $397 a month.

The monthly close screen: profit and loss against last month, the ten-step checklist and the packet.

Want clean books without doing them yourself?

Book a free 15 minute call. We'll look at how you do books today, and we'll tell you straight if we're a fit.

Book a free call