For Solo Bookkeepers
Bookkeeping, grown up.
For solo bookkeepers growing into fractional work — a senior hand on the books, direct access, flat fee, scope agreed upfront. No partner-oversell, no associate handoffs.
Make the math visible
Include recurring cleanup and close work.
Use your effective internal rate, not your client rate.
Estimated annual savings
Based on the time you could put back into growing your book of business.
Three common bookkeeping problems
Where bookkeeping support falls short.
These gaps keep bookkeepers reacting instead of giving clients timely, decision-ready guidance.
Reports arrive late or leave important movements unexplained, making it harder to give clients a clear monthly story.
The cash picture is stale or scattered, preventing early planning with clients when it matters most.
Recommendations arrive after the decision window, so clients receive hindsight instead of timely guidance.
Not sure where your current books stand? Start with the diagnostic and we will route you to the right next step.
Start the diagnostic intakeHow this differs
Solo-direct, instead of agency-only stack.
Agency-only stack
Sandomenico
Handoff to a junior once the engagement is signed.
Direct senior on the engagement, from kickoff to handoff.
Hourly billing surprise once the work is in flight.
Flat fee published before kickoff against a written scope.
Monthly scramble to reconcile before close.
AI-assisted cleanup at month-end, reviewed before close.
Guesswork on categorization, retrofitted at audit.
Decision-grade categorization review on every transaction.
Recommendations buried in PDFs no one opens.
Weekly memo surfaces the recommendations before they stack up.
Monthly deliverables
Five monthly artifacts, every client.
The same five artifacts ship every month against the published flat fee — no separate invoice for the memo or the audit.
Close & reconcile
Monthly memo
Categorization audit
Ad-hoc Q&A
Quarterly review
Monthly cadence — five recurring artifacts a client receives, no extra invoices layered on top.
Social proof
What a bookkeeper engagement actually feels like.
Four operators on the receiving end of a solo-direct engagement — one in their own words per pillar.
“I send the questions and the same senior answers them — there is no second handoff on the other side of the contract.”
Margot Ellsworth — Founder, Copperline Studio
“Emailing the senior doing the work is the whole point — no account-manager loop, no partner-shaped proposal.”
Renaldo Pace — Operator, Westline Apothecary
“The close ships faster because the AI handles the reconciliation pass; the senior still signs off on every line.”
Priya Iyengar — CFO, Barque Logistics
“The price we agreed at kickoff is the invoice at month-end — no surprise line items when the work is in flight.”
August Kartoun — Partner, Latch & Loom
Solo-direct, in your words
Common questions a bookkeeper asks before signing.
The four decisions solo bookkeepers make before signing a fractional engagement — and why the senior-direct model answers each one without a junior in the loop.
What helps when month-end bookkeeping is always a scramble?
If reconciliations, uncategorized transactions, and open questions stack up at month-end, the engagement turns that scramble into a repeatable close. AI-assisted reconciliation and categorization cleanup run before close, while the senior reviews the output and surfaces what changed in the monthly memo.
Start the diagnostic intakeHow do the reports become clear enough to use for decisions?
Clarity comes from a close you can trust and a memo you can use: the books are reconciled, flagged transactions get a categorization audit, and the senior review calls out what changed and what to watch. The result is decision-grade reporting instead of recommendations buried in PDFs.
Start the diagnostic intakeWhat does cleanup cover, and how is the scope bounded?
Cleanup covers reconciliation, categorization review, and the recurring monthly artifacts: close and reconcile, monthly memo, categorization audit, ad-hoc Q&A, and quarterly review. Anything outside the published monthly scope is a written scope change before additional work begins, so the flat fee stays predictable.
Start the diagnostic intakeWhat happens after I start the diagnostic intake?
Start at Step 1 by choosing the option that fits closest; it helps set the right senior and focus for the diagnostic. Continue through the intake to share your context, and we will reply with a tailored diagnostic before the engagement is scoped.
Start the diagnostic intake