How Annie works

How Annie works.

Four ways to work together, one person to call, and a normal month that runs the same way every time.

Ways to work with Annie

Monthly retainer

Ongoing bookkeeping, monthly close, and reports for a flat monthly fee.

Best for: businesses that need steady help every month.

Part-time Controller

A set number of hours each month for higher-level finance oversight.

Best for: companies past bookkeeping but not ready for a full-time hire.

One-time project

Cleanup, audit prep, switching accounting software, or building a budget.

Best for: one specific job with a clear finish line.

Hourly help

For one-off questions and short jobs.

Best for: a quick answer or a small fix.

What a normal month looks like

  1. Each week

    Pay bills, send invoices, chase what's owed.

  2. Mid-month check-in

    Quick look at the books to catch anything weird before it grows.

  3. Month-end (days 1–5)

    Close the books: match the bank, book the accruals, square things up.

  4. Month-end (days 6–10)

    You get your monthly report: P&L, balance sheet, cash, key numbers, and a short note from Annie.

How pricing works

Annie doesn't put prices on the site, because every business is different. After the call, she looks at how much activity you have and how clean or messy things are now, and then gives you a flat monthly fee. No surprise invoices. No hourly creep on a retainer.

How to get started

1. Book a call (30 min)

Quick conversation about your business and where the books stand today.

2. Get a plan and a price

Within a week, you'll have a clear scope and a flat monthly fee.

3. Switch over

Annie takes the handoff from your old bookkeeper or steps into your DIY setup. You'll have a clean first month within 30 to 60 days.

Software Annie uses

QuickBooks Online·NetSuite·Concur·Salesforce·FloQast·Bill.com·Gusto

Common questions

Ready for books you can actually trust?

Thirty minutes with Annie.

Book a Call with Annie