Your Own Bookkeeping Pro
Get a dedicated expert who learns your business—not just your books. Every close is done right and on time, so you can trust your numbers and focus on growth, not paperwork.
No More Missed Details
Every transaction gets tagged, matched, and coded for you. Upload receipts in a tap—Holdings handles the rest, so you never hunt for missing info or scramble before payroll, taxes, or audits.
Ready for Anything, Anytime
Books closed monthly, reports always up to date, and everything audit- and tax-ready—so you can jump on funding, defend every number, and say “yes” to new opportunities with zero last-minute stress.
Bookkeeping That Works for Ambitious Owners
Dedicated Pro, Real Partnership: Your own expert bookkeeper keeps every dollar organized by client, fund, or project—so you worry less and get back to leading.
Onboarded for Your Business: We learn how your business actually runs, so your books are structured for the questions you need answered.
Smart Automation, No Guesswork: Every transaction is tracked, tagged, and matched—so everything’s ready for planning, payroll, or partners.
Closed Books, Every Month: Get up-to-date reports you can trust, without chasing or waiting. Never scramble for reviews, meetings, or compliance.
Ready for Audits, Taxes, & Growth: Always current, always credible, and fully prepared for big moves—no last-minute panic, ever.
