Experts in your corner.
Powerful software to
back them up.
Meet your all-star team of small business experts. With online bookkeeping and real human support, it’s the expert financial solution your business deserves.
How PocketBooks works
Step 1: Get set up and connect your accounts
Once you securely connect your financial accounts, we’ll introduce you to a dedicated bookkeeper. They’ll get to know your business, and show you how PocketBooks works.
Step 2: Get financial insights in real-time
Get a snapshot view of all your money-in and money-out, whenever you need it, even before your books are closed.
Step 3: We do your bookkeeping
Each month, your bookkeeper organizes your business transactions and prepare financial statements. If they need anything from you, they’ll get in touch.
Step 4: We deliver tax-ready financials
Feel supported in your small business taxes. At tax time, we send a package with everything you need to file. Or, let us do it for you with our Premium plan.
Need historical bookkeeping?
We pair you with expert bookkeepers to get your books up-to-date. Need more than two years of historical bookkeeping? Our PocketBooks Retro team can work with you to get caught up for dissolving your business, filing for bankruptcy, or creating an Income Tax payment plan.
What you get with PocketBooks
Monthly bookkeeping and unlimited expert support
Consistent check-ins
We’ll reach out regularly with bookkeeping updates. Have pressing questions that can’t wait? We’ll get back to you in one business day or less.
Easy to schedule review calls
Book a call with your bookkeeper directly through the PocketBooks platform. Whether it’s a year end review call or a monthly check-in, we’re always happy to talk shop.
Your-round support
Have complex questions? Our in-house research team is on hand year-round for expert small business advice—at no extra cost.
Accurate, tax-ready financials
Filing on your own? Working with a CPA? Either way, we’ve got your back. We send tidy tax time financials, so you can get filed fast. We’ll even work directly with your CPA.
Forget about tax time stress
Ready to pass tax filing off to someone else? Our Premium plan connects you to a licensed pro ready to get you filed before the deadline hits.
Discover essential business insights in seconds
Crystal clear financial statements and reports
See what your money is up to and get financial insights on your own timeline. Whether it’s an income statement, balance sheet, or real-time snapshot of your financials, PocketBooks’s visual reports will provide the data you need to grow your business.
Simple to use anytime and anywhere
Forget about spending hours learning new software. The PocketBooks platform makes it super simple to view your financials, update information, or check in with your team.
Increase your productivity with PocketBooks
We use safe and automated way to connect your financial accounts to PocketBooks. Once your accounts are connected, you’ll gain access to secure and powerful insights, while saving the time and effort of manually uploading your statements each month. PocketBooks compliant with security practices that meet or exceed industry standards.
PocketBooks works with the best in small business
