Your first month of bookkeeping is free. If we don't find enough savings to cover month two, month two is free too.
We're a bookkeeping firm that guarantees it will find you money. Most bookkeeping firms don't guarantee anything at all.
No card. No contract. 20-minute call and you'll know if this is a fit.
- ✓ A full month of clean, reconciled books
- ✓ Your P&L, balance sheet and cash statement in plain English
- ✓ A 45-minute call where we explain what each number means
- ✓ A written list of the money your business is losing
- ✓ Your three numbers: profit, safe-to-spend, weeks of cash
If month one doesn't pay for month two, month two is free.
Three questions. If you have to guess on any of them, keep reading.
Answer from memory, right now. Not "it felt busy." Not "I think we're fine."
Did you make money last month?
Not revenue. Profit. Most owners know what came in. Few know what stayed.
How much can you safely take out this month?
Enough that you still cover payroll, your vendors, and next quarter's taxes.
How many weeks of cash do you have?
If revenue stopped tomorrow, how long could you pay your bills? Half of small businesses hold less than one month.
If you guessed on even one, you are running your business without information. You will learn about the problem about 60 days after you could have fixed it.
The problem isn't that you're bad with money.
Most bookkeeping delivers a document, not a decision. Here is the difference.
✕ Every bookkeeper you've tried
- ✕ March's statements arrive in May. You made your March decisions in March.
- ✕ A PDF arrives in your inbox with no explanation
- ✕ You've had three different "dedicated" bookkeepers in two years
- ✕ Your questions wait a week or more for an answer
- ✕ Your CPA charges extra in April to fix a year of mistakes
- ✕ Nobody has ever told you what the numbers mean
✓ Slot Financial Services
- ✓ Your statements arrive by the 10th, every month, on a date you can hold us to
- ✓ A 45-minute call. We explain what changed and why.
- ✓ You work with one person. You get a direct number. That person does not change.
- ✓ We answer your questions the same business day
- ✓ Books your CPA can file from, with no cleanup invoice
- ✓ Every month you finish the call knowing what to do next
Four steps. Then it repeats every month.
You do about 20 minutes of work in week one. After that, we handle it.
We review your books
- One 20-minute call — that’s all we need from you
- You connect your bank feeds
- You connect your accounting file
We clean and rebuild
- Build an industry-standard chart of accounts
- Categorize every transaction
- Reconcile every account
- Flag every dollar you’re losing
You get the Scorecard
- P&L, balance sheet and cash statement
- The three numbers that drive your decisions
- All of it on one page
- In your inbox by the 10th
We go through it together
- A 45-minute call, every month
- What changed and what it means
- What to do next
- What to watch before next month
What you get every month.
This is what each part costs if you buy it separately.
The Monthly Scorecard System
ValueFull-cycle monthly bookkeeping
We categorize every transaction and reconcile every account. We close every month on time. Nothing gets left for next quarter.
Monthly financial statements you can act on — by the 10th
You get your P&L, balance sheet and statement of cash flows on a fixed date. You make this month's decisions with this month's information.
The 45-minute Scorecard call
We explain what your statements mean, what changed, and what to do about it. Most firms sell this as advisory work for more than $1,000 a month.
Your Safe-to-Spend number
This is how much you can take out or reinvest this month. We recalculate it every month. It tells you when you can afford to grow.
Forward cash visibility
We show you your cash position 60 to 90 days ahead. We use your real receivables, payables and payroll. Most firms charge $1,750 a month for this.
A monthly tax set-aside figure
We tell you how much to move to your tax account each month. April becomes a date on the calendar, not a surprise.
Same-business-day answers
Text or email any question about your statements. You get a real answer the same business day. No ticket, no queue.
A year-end packet your CPA can file from
Clean books, every account tied out, and your 1099s prepared. No cleanup invoice in April.
One 20-minute call tells you if we're a fit. No card required.
The Pay-For-Itself Guarantee
Two guarantees. You cannot lose money on this offer.
Your first month is free.
This is not a discount. We do not ask for a card. You get a full month of bookkeeping, real financial statements and a live call, and you pay nothing. If you don't like the work, you keep the books we built.
If it doesn't pay for itself, month two is free.
We guarantee we will find savings worth more than our fee. We look for overcharges, duplicate subscriptions, mispriced work and unpaid invoices. If we cannot show you those savings in writing by the end of month two, month two is free.
You can get two months of bookkeeping, two sets of financial statements and two strategy calls without spending a dollar. We get paid after we have already saved you money. We accept that risk because so far we have always found the savings.
Most businesses that close never saw it coming.
These owners are not lazy and they are not careless. They found out too late.
of small businesses are gone within five years of opening.
U.S. Bureau of Labor Statistics, Business Employment Dynamics, 2025of owners have skipped or cut their own pay to cover payroll and bills.
Intuit QuickBooks Business Owner Report, 2026hit serious financial trouble last year because of one late payment.
Intuit QuickBooks Business Owner Report, 2026Each of these is a timing problem, not a knowledge problem. Owners who see their statements on the 10th make better decisions than owners who see them in April.
Take something useful before you talk to anyone.
Both are free. We ask for your email so we can send you the report, and nothing else.
The Blind Spot Scorecard
Answer 12 questions about your finances. You get a score out of 100 and a breakdown across five areas. You also get a written list of the three problems to fix first, sent to your inbox.
Let me find out my scoreThe Industry Chart of Accounts Kit
Get a chart of accounts built for your industry. Each one holds more than 115 accounts and imports into QuickBooks Online. This setup normally costs $500 to $1,500.
Show me what industry-leading setup looks likeFlat monthly. No contract. Cancel any month.
Your price depends on three things: your transaction volume, your number of accounts, and how far behind your books are. We give you the exact price on the first call, before the free month starts.
Most owner-operated businesses pay between $600 and $1,500 a month.
What one in-house bookkeeper costs in salary, taxes and benefits.
What national bookkeeping firms charge. None of them guarantee their work.
Month one is free. Month two is free if we don't find enough savings to cover it.
The things people want to know but don't ask.
What's the catch on the free month?
There is no catch. You get a full month of bookkeeping, real financial statements and a strategy call. We ask you for no money. If you leave after that month, you keep the books we built.
Here is why this works for us. Once you see clean books and understand them, you don't want to go back to guessing. We rely on that, not on a contract.
My books are months behind. Is that a problem?
No. Most people who call us are behind. On the first call we tell you how far behind you are and what the catch-up work involves. Nobody here will make you feel bad about it.
Who does my books? Will I get passed around?
You work with one person and you get their direct number. That person does not change. If we ever have to change it, we tell you first.
This is the most common complaint about national firms. One customer wrote: "I've had four different bookkeepers, none of whom stuck around." That will not happen here.
Do you lock me into a contract?
No. You pay month to month. You can cancel any month with no penalty and no exit fee.
Your books also stay in your QuickBooks account, under your login. If you leave, you take the file, the history and the chart of accounts with you.
I already have an accountant. Do I need this?
Yes, and your accountant will thank you. Your CPA files your taxes once a year. They do not track your margins in month four. They do not tell you whether you can afford a second truck in June.
We do the monthly work and your CPA does the filing. Your CPA gets a clean packet, and you stop paying cleanup fees every April.
What if you don't find any savings?
Then month two is free. You get two months of bookkeeping and two strategy calls for nothing. We put this in writing.
One honest note: savings are rarely in one large item. They sit in duplicate software subscriptions and vendor prices nobody has renegotiated. They sit in unpaid invoices, work priced below cost, and payroll that outgrew revenue. We almost always find something.
What software do you use? Do I have to switch?
We use QuickBooks Online in most cases. If your current system works, we work in it. If you have no system, we set one up during the free month. The account stays in your name.
What kind of business is this for?
We work with owner-operated businesses between $250,000 and $3 million in revenue. Our clients include restaurants, trades, retail, professional services and wellness businesses.
Your industry matters less than your situation. You run the business, and the finances keep moving to Sunday night.
How much of my time does this take?
Setup takes about 20 minutes. The monthly call takes 45 minutes. We do not chase you for receipts every week and we do not send you homework.
You already know what the books look like.
The question is whether you want to guess for another quarter. One call takes 20 minutes. The first month costs you nothing. If it doesn't pay for itself, the second month is free.
Claim your free month
Tell us where things stand. We reply within one business day.
We'll be in touch within one business day to set up your call.