1. We match you with a top 1% Bookkeeping Pro

  2. We transform how you lead with 1:1 exec coaching

  3. We help you build scalable systems

  4. We connect you with an inspiring community of world-class leaders

memberships include

  • Get the visibility you’ve always wanted but never had. Your BookMate delivers accurate monthly financials, so you can lead with confidence — no more guesswork, late reports, or tax-season surprises.

  • We match you with a full-time, PFG-certified bookkeeper who becomes an extension of your team. They handle your books daily, communicate via Slack, and make sure you always know where your money’s going — and why.

  • We don’t just “do the books.” We build scalable financial systems tailored to your business — from reconciliations and job costing to budget tracking and SOP documentation. Your BookMate runs the back office so you can grow the front end.

  • Join a network of entrepreneuers committed to building profitable, sustainable businesses. Learn what’s working across industries, attend invite-only financial roundtables, and get real support from people in your shoes.

How It Works

01 — Fit Call

We make sure your needs and our offer are aligned. If we can’t help, we’ll point you to someone who can.

02 — Financial Discovery

We review your current setup, software, and pain points — and begin mapping a new system around your goals.

03 — BookMate Match

You’re paired with a vetted, industry-aligned expert ready to take over the books and build structure.

04 — Guided Onboarding

We launch with a 14-day cleanup sprint, create SOPs, and build your monthly reporting system — all backed by our team.

  • listened to everything I wanted

    "… and has gone over and above what we had planned to do. Matt is an excellent guy and I will use him again.”

  • An Excellent Communicator

    "It was great working with Matt! He was very engaging and an excellent communicator. I’m very happy with the business plan he created for me!"

  • Very responsive and engaged

    "Matthew was very responsive and engaged in our project. He delivered high-quality feedback with a quick turnaround. I would recommend him."

INQUIRE NOW