Months behind or never started? Jump on a 30 minute call with a CPA and leave with a solution to get your books up to date, and staying that way.
We're partnered with the best in the business
A ReInvestWealth CPA gets on a call and goes through your books with you. However far behind you are, they get sorted, they stay sorted, and we cover getting you set up.
Free. We cover the setup.
Card spend, client payments, and supplier bills land where they belong, and your books stay current instead of waiting for a catch up.
Nothing runs on someone else's calendar. No appointment, no office visit, and no chasing an update on your own numbers.
Give your accountant access whenever you want them to have it, and take it back the same way. Their hours go to advice, not data entry.
It's clear that the software was created by a team passionate about helping businesses succeed. They go above and beyond to provide support, which adds tremendous value to an already excellent product.
No learning curve, the built-in AI assistant answers all questions clearly. Easy to upload receipts, reports are clear and easy to read.
My experience with them has been great. They're very responsive and helpful. The platform is continuously evolving and improving.
It's been really good. It works a lot like QuickBooks but at a fraction of the price. Definitely give this system a go.
Easy to use and AI features save a lot of time. Love the easy integration! The team are super responsive as well.
Free 30 minute call · We cover your setup
$28 USD/mo
One plan. One tier.
Thirty minutes with a ReInvestWealth CPA. Tell them what shape your books are in and they will show you what it takes, whether that is a year of catching up or starting properly for the first time. You leave the call with it under way and the cost on the table. We cover getting you set up.
Book a Free CallFree. No obligation, and no sales pitch.
On QuickBooks, in a spreadsheet, or sitting in a file your last bookkeeper left behind? We bring your history with you, so nothing gets rebuilt from scratch and nothing gets lost.
Free migration with an annual plan
It is the usual starting point, and it is what the call is for. Months of uncategorized transactions, a stack of receipts, a file a bookkeeper left half finished: bring whatever you have, along with your business bank login. A CPA will tell you exactly where you stand and what it takes to get current, on the call, for free.
Yes. You are booking time with a CPA who goes through your books with you. Most owners who book it planned to hire someone, and left with the software carrying the day to day and an accountant looking in at year end instead.
Your books are what a tax filing is built from, so getting them current is most of the work. From there the app shows do it yourself and done for you income tax filing options for corporations and for self-employed owners, and the CPA on the call will tell you which route fits you.
Yes. The call costs nothing and we cover the setup work done on it. There is no card required to book it, and you are not committing to anything by showing up. You are talking to a CPA, not a salesperson, so if we are not the right fit for how your business runs they will tell you that on the call.
That is most of the people who book it. Nothing here asks you to fire anyone. You will see what your books look like when they are current, and what it costs to keep them there, then decide. Plenty of businesses keep an accountant for the year end and let the software carry the day to day.
No. There is no office to visit and no hourly rate to negotiate. What you get is your books current: the backlog cleared and kept current from then on, ready whenever you or your accountant need them. ReInvestWealth is built and run by CPAs, and one of them will go through your books with you on a free 30 minute call. We cover getting you set up.
Keeping your books current costs $28 per month in the United States, and your first 30 days are free with cancellation anytime. A Dallas bookkeeper or firm bills for time instead, so their number moves with your transaction volume and with how far behind you are. We do not publish other firms' rates. The difference worth knowing is the shape of it: one predictable monthly fee rather than an hourly one, and catching up your books is covered on the free call rather than billed as a project.
The tax filing dashboard shows do it yourself and done for you income tax filing options for corporations and for self-employed individuals. Those filings are built from your categorized transactions, which is why keeping the books current through the year matters more than anything you do at the deadline.
No. Everything runs online: bank connections come through Plaid, receipts are forwarded to a secure inbox or dragged in, and reports are generated on demand. Dallas businesses use it the same way businesses anywhere else in the country do.
Join 3,000+ entrepreneurs who stopped chasing their books. Bring yours to a free 30 minute call with a CPA, whatever state they are in, and leave with it under way.
Free 30 minute call · No obligation