the bookEase is a monthly subscription bookkeeping service that combines innovative technology with personalized monthly consultations utilizing AI insights and automations, making financial clarity accessible and affordable. Through our secure, cloud-based app, owners can easily track their KPIs, financial health, and access tax-ready books with real-time CFO-level reporting.There has been a 70% decline in new CPA’s in the past decade, and 75% of CPA’s today plan to retire in the next. All while, 70% of businesses fail due to poor cash flow management. Who is there to help them?Our platform fills that gap by giving owners key information to make better strategic decisions, so they can have the peace of mind to focus on growing their business.Additionally, when appropriate, we can connect our clients with a growing network of curated business partners —like attorneys, CPAs, HR consultants, etc.So far, the response has been encouraging. All of our clients are happy. Most of our new clients are actually referrals.We're still in the early stages, mostly focusing on continuing to improve the scalability of our systems and processes, while getting ready to launch our marketing and advertising.If you know any small business owners or accountants who might benefit, I’d love to connect with them- it would mean a lot!
Listed skills include Wealth Management, Insurance, Series 7, Financial Analysis, and 46 others.