QBO
QuickBooks Online
certified
10 hrs
Saved per month,
on average
QBO
QuickBooks Online
certified
10 hrs
Saved per month,
on average
QBO
QuickBooks Online
certified
10 hrs
Saved per month,
on average
QBO
QuickBooks Online
certified
10 hrs
Saved per month,
on average
For growing companies
We keep the books.
You keep working.
Monthly bookkeeping, cleanup work, and M&A transactional accounting for service-based businesses building something real.
Read more →
Full-charge QBO bookkeeping, categorized and reconciled every month.
We rebuild messy books from scratch — no judgment, just results.
Due diligence-ready financials when the stakes are highest.
Get Started
what you receive every month
Your books, delivered.
Clean financials in your inbox by the 30th — every month, without chasing us. Plans start at $249/month.
X
Profit & Loss Statement
February 2026
Revenue
Service Revenue$48,200
Other Income$1,400
Total Revenue$49,600
Expenses
Payroll$18,400
Software & Tools$2,100
Marketing$3,800
Total Expenses$24,300
Net Income$25,300
QuickBooks OnlineReconciled
X
Balance Sheet
February 2026
Assets
Checking Account$62,400
Accounts Receivable$11,200
Total Assets$73,600
Liabilities
Accounts Payable$4,200
Credit Card$1,800
Total Liabilities$6,000
Equity
Total Equity$67,600
QuickBooks OnlineReconciled
AI Financial Analysis
February 2026
Marketing over benchmark. At 7.7% of revenue, spend exceeds the 3–5% service business standard. Audit channel performance.
question to consider
Is your marketing converting?
key metrics
51%Net Margin
7.7%Mktg Ratio
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Example deliverable — numbers are illustrative only.
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Mattingly Ott is a boutique financial accounting firm specializing in startups and growing service-based businesses. We're not your parent's bookkeepers — we're young, fast, and growing a real brand in a sleepy industry.