Your numbers,
interpreted.
Every month.
Monthly bookkeeping and your EZE Insights — a clear, actionable breakdown of what your numbers mean and exactly what to do next. Not just a P&L. A financial picture with a point of view.
You have the numbers.
Nobody's telling you what they mean.
A list of transactions tells you what happened. It doesn't tell you if your labor costs are unsustainable, whether you can afford to hire, or why profit is flat despite record revenue.
By then it's too late to fix the year. You need monthly clarity, not an annual recap of decisions that already happened.
Most business owners can't answer that with confidence. A $485K operation can keep just $856/month in real profit — and never see it coming without the right framework.
For a 10-person service business, that's not realistic. You'd need both a bookkeeper and a CFO. We built them into one service.
The business looks busy. After all costs, it's keeping $1,940 per month. A half-million operation with the profit margins of a side project.
EZE Insights
Built on Greg Crabtree's Simple Numbers framework. Not just numbers — grades, targets, written commentary, and a clear picture of where your business stands.
Every key metric graded Great, OK, or Caution against proven benchmarks. You know instantly where you stand.
What happened, why it matters, and what to focus on next. Written by a real person, not auto-generated.
Revenue at the top, profit set aside first, then labor, then expenses. Shows what's left, not just what's gone.
Taxes, debt, core capital, distributions — in priority order. Know exactly where every dollar should go.
How much revenue you need each month and each day. Turns a scary annual goal into a manageable daily number.
Whether your team generates enough gross profit to justify payroll. Can you afford to hire? This answers that.
- Full transaction categorization
- Account reconciliation
- Private password-protected dashboard
- Month-over-month and YTD tracking
- Private workbook — no software required
- Email support for number questions
- Clean books your CPA will thank you for
Simple. Every month. Like clockwork.
We pull your statements
Bank and credit card statements, downloaded automatically or sent by you. Two minutes on your end, once a month.
We do the work
Every transaction categorized, reconciled, and run through the Simple Numbers framework. We write your commentary and update your dashboard.
You get your EZE Insights
Log into your private dashboard. See your scorecard, grades, targets, and exactly what to focus on this month. Done.
The bookkeeping. The CFO insight.
One price.
| EZE Bookkeeping | Traditional Bookkeeper | Fractional CFO | |
|---|---|---|---|
| Monthly cost | $350/mo | $300–500/mo | $2,000–5,000/mo |
| Transaction categorization | ✓ Included | ✓ Yes | ✗ Not included |
| Account reconciliation | ✓ Included | ✓ Yes | ✗ Not included |
| Scorecard with grades | ✓ Included | ✗ No | ✓ Yes |
| Written monthly commentary | ✓ Included | ✗ No | ✓ Yes |
| Labor efficiency analysis | ✓ Included | ✗ No | ✓ Yes |
| Break-even targets | ✓ Included | ✗ No | ✓ Yes |
| Meetings required | None | Sometimes | Weekly or monthly |
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A fractional CFO charges $2,000/month for the insight. A bookkeeper charges $300/month for the books. You'd need both. We built them into one service for $350.
Get Started →Cash-basis bookkeeping done right.
Works best for service businesses without complex inventory. If your business runs on labor, expertise, and reputation — this is built for you.
✓ Great fit
- HVAC, electrical, plumbing contractors
- Landscaping and lawn care
- Cleaning services (residential and commercial)
- Salons, barbers, spas
- Consultants, coaches, freelancers
- Fitness trainers and small gyms
- Auto repair and detailing
- Pet services and mobile vendors
× Not a fit
- Businesses requiring accrual accounting
- Complex inventory or manufacturing
- Construction job costing
- Multi-entity consolidations
One price. No surprises.
Monthly bookkeeping plus your EZE Insights Report. Everything below, every month, at a fixed price. No hourly billing, no surprise charges, no meetings unless you want them.
* For typical transaction volume (1–3 accounts, under 300 transactions/month). Unusually complex books may be quoted separately — we'll tell you before starting.
Ready to know your numbers?
Fill out the form and we'll be in touch within 24 hours to get you set up. No phone calls unless you want them.