Throughline gives small businesses clean, honest books — the tools and know-how of a big firm, with the personal service and price of a small one. You'll always know what you're making, what you owe, and what to do next.
How much am I actually keeping after expenses?
Am I setting aside enough for quarterly taxes?
Which products or services actually make money?
Why are my sales up but the cash in my account is down?
No shoebox of receipts, no awkward software lessons. You hand it over; we handle it.
We review your last few months of books, then show you exactly what your numbers are really saying.
We tidy what's there, separate business from personal, and set up a clean, repeatable system — connected to your accounts.
Every month you get plain-English reports and tax-ready numbers — and your evenings back.
From your first 1099 to a growing team — we speak plain English, not accountant jargon.
Categorization, bank & card reconciliation, and clean monthly financials — done for you, every month.
Behind or messy? We get your past months sorted, reconciled, and finally telling the truth.
A clear tax set-aside number each quarter and tidy 1099 tracking — no April surprises.
Plain-English reports — what you earned, what you kept, what you owe — delivered on schedule.
We keep your books CPA-ready and partner with great tax pros. Full filing service is on the roadmap.
Strategic guidance as you grow — pricing, profit, and planning. Available by request.
“I'll know your business by name — not by ticket number.”
Hi, I'm Cassie. I handle your books personally — smart software does the high-volume work, and I own every judgment call and the whole relationship. You get the speed of automation and a real person who knows your numbers and tells you the truth in plain English.
I reply within one business day — always.“Cassie has been an absolute life saver. I've gone from totally winging it with my business — tracking income on scraps of paper — to feeling super organized, with everything across all three of my income streams properly tracked. She's been efficient, professional, knowledgeable and supportive throughout.”
“I didn't know where to start, and Cassie made the stress non-existent — the whole thing felt so much less daunting. I'll 100% keep using her so I don't have to worry and can just concentrate on running my business. Highly recommend.”
“Cassie has been my go-to for the last three years. She handles everything promptly and professionally, she's very reasonably priced, and incredibly knowledgeable. I'd recommend her to anyone.”
No hourly billing. No surprise invoices. Pick your stage — every plan starts with a free Financial Health Check.
Solo owners and the self-employed who want to get clean and stay clean.
/ month, flat
Established businesses with steady, growing volume.
/ month, flat
Teams, multiple revenue streams, or added complexity.
/ month, flat
Books behind or messy? Catch-Up & Clean-Up is a one-time, fixed-quote project — we'll scope it during your free check. Final monthly fee is confirmed after your Health Check and varies with account count, volume & complexity.
We keep your books clean, accurate, and CPA-ready so tax time is smooth — but we don't file returns or give tax advice (that's CPA territory). We're happy to work hand-in-hand with your CPA or refer you to a great one.
You connect your accounts securely (read-only bank feeds and a secure document portal), and we handle the rest online. Your data is encrypted, protected with multi-factor access, and never emailed around or offshored. You get the same clean books as an in-office firm — without the overhead.
We track the deductions small businesses commonly miss — mileage, home office, software and subscriptions, marketing, contractor payments, supplies, and more — so they're captured correctly all year. Your CPA confirms what's deductible for your situation; we make sure nothing slips through the cracks.
That's a tax-and-legal question for your CPA or attorney — but clean books make the answer obvious. We'll show you exactly what you're netting, so when you have that conversation you're working from real numbers, not guesses.
That's literally what we're here for — no lecture. Our Catch-Up & Clean-Up gets your past months sorted and reconciled, then your flat monthly service starts from solid ground. Messy is normal; that's the whole point of having us.
We'll review your last few months of books and show you what they're telling you — what you're making, what you're keeping, and what to do next. No obligation.
Prefer to book a time? A calendar's on the way — for now, drop your details and Cassie reaches out within one business day.