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Learn how Beyond Aligned Books helps solopreneurs with right sized bookkeeping options

You are not alone

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Most solopreneurs spend their best hours wrestling with spreadsheets only to end up more confused. With Beyond Aligned Books and QuickBooks Ledger, your numbers finally make sense, and your time goes back to what matters most.

Does this sounds familiar?

  • Spreadsheet Hell

    "I keep a spreadsheet I try to update… but I hate it, and it eats hours I don’t have."

  • Financial Fog

    "I have numbers, but I don’t know if they’re right or what they actually mean for my business."

  • Too Small for Support (Or So I Thought)

    "I’m just one person and hiring a bookkeeper feels like overkill. So I keep struggling alone."

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It's not you, it's the system

Solopreneurs are asked to be CEO, marketer, and bookkeeper all at once. No wonder it feels overwhelming. You don’t need more willpower. You just need a system that works for you, not against you.

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The cost of delay

Every month spent in spreadsheets = missed write-offs, wasted hours, and decisions stalled by unclear numbers. The longer you wait, the harder it feels to catch up. That's because it is harder and more expensive to play catchup after the fact.

The Price of Falling Behind

Falling behind on your books isn’t just stressful, it’s also expensive.

Many bookkeepers charge the full monthly fee for each month of cleanup.
At $300/month, being a year behind could easily cost $3,600 in cleanup fees and take months to complete.

At Beyond Aligned Books, we don’t take a one-size-fits-all approach.
Our pricing is based on the actual number of accounts and transactions that require cleanup.

But the lesson holds true:
✅ Staying current spreads the work (and cost) into small, predictable monthly steps.
❌ Falling behind means the same work hits all at once — as a lump sum bill, a time crunch, and unnecessary stress.

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You deserve clarity without complexity

QuickBooks Ledger automates the bank feed and categorization process — but automation alone isn’t enough. At Beyond Aligned Books, we set up Ledger the right way, guide you through what matters, and step in with support when you need it.

What used to take hours now takes minutes. And with our expertise layered on top, you don’t just get data — you get clarity and confidence to make better business decisions.

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A spreadsheet isn’t the same as financial clarity.
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QuickBooks does the heavy lifting, so you get instant reports you can trust.

One size does not fit all

What level of support do you really need?

Whether you want to stay hands-on, get a little guidance, or hand it off completely — there’s a path for you. Take the quiz to discover your best fit.

Our Three Levels of Support

Do It Yourself

QuickBooks made simple.

Perfect if you want to stay hands-on but need the right tool.

We recommend QuickBooks Simple Start at just $38/month — and we’ll pass along our 30% discount for your first six months. Perfect if you want to stay hands-on but need the right tool.

Want a confident start instead of trial-and-error? For a one-time $250 fee, we'll set up QuickBooks tailored to your business and train you so you can focus on what matters—not get lost in feature overload.

Do It Yourself (Supported)

You don’t have to figure it out alone.

Confidence without the overwhelm.

We’ll set up QuickBooks Ledger for you, train you on the essentials, and check in quarterly to keep you on track. Starting at $50/month, you get confidence without the overwhelm.

Full Service

Hand it off completely.

Peace of mind and time back for your business.

We handle your books from start to finish, with monthly reports and check-ins so you always know where you stand. Starting at $300/month, you gain peace of mind and time back for your business.

*Bonus: Includes access to the Thrive Hive (small business support) community.

Finding your needed level of support


What financial clarity actually does

  • Builds confidence in decisions.

  • Surfaces what’s working and what’s not.

  • Replaces avoidance with awareness.

  • Reduces stress and frees up headspace for growth.


"I used to dread dealing with QuickBooks—especially around tax season. And the price was getting out of control. Beyond Aligned Books got me on a right-sized plan, and now the money I save goes toward full-service bookkeeping. I get monthly reports, know where my money is and am always aware of income and monthly expenses. This is an essential service for a small but growing business."
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Margaret Shalley, Shalley & Associates LLC
"Vicki is a dependable and knowledgeable bookkeeper. She makes tracking expenses and staying organized simple, and I value her professionalism."
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DeVon Kenny, All Green Solutions LLC

Simple, judgment-free onboarding

  • Step 1

    Book a clarity call to find your right fit bookkeeping solution

  • Step 2

    We'll do a quick onboarding session to begin your clean start to financial clarity

  • Step 3

    Within 1 - 2 weeks, your first reports are live

  • Step 4

    Ongoing support, regular reporting with clarity sessions as needed for your financial clarity


Frequently Asked Questions

What if I’m behind on my books?

You get a judgement free reset. We understand that you didn't start your business to do books, but we did. We only care that are you set up for financial clarity in the future.

How long does onboarding take?

Generally 1 to 2 weeks. In some cases where there are many accounts or transactions to deal with, we may take up to 4 weeks.

Can I switch between DIY and Full Service later?

Yes, anytime. Are goal is to find your the right sized support for financial clarity. You may switch plans at any time with 30 days notice.


Next Steps