email

Hi Maya —

Books are closed. Three-line summary:

  • Revenue: $64,812 (+12%)
  • Gross margin: 57.4% (+2.1 pts)
  • Wholesale net: $9,220 (new)

Anything you want me to dig into before we book next month?

Clara Trewe · Chief BooXkeeping Officer · Today at 8:02am · Delivered March 5

details

Onboarding

10-day onboarding. A single Zoom, a QuickBooks connection, and an hour gathering documents.

Month one

Your first set of books landed right on time. Eighteen months of backlog cleared in the first three weeks.

Every month since

No logins to learn. No dashboards to check. The summary arrives and the month is done.

team
  • Clara Trewe · Chief BooXkeeping Officer — Closes my books on time every month. Answers within the hour. Sends a three-line summary I actually read.
  • Cal Sums · Bookkeeping Specialist — Reconciliations, categorization, the quiet detail work I used to ignore. He never judges the shoebox era.
  • Payton Wages · Payroll Expert — Was on the call to set up my second baker's payroll before I'd even asked how.
  • Sam Audit · Tax Strategist — At tax time, my tax professional gets a package she can actually file from. Nobody waits on one person's inbox.
spread

Two friends run restaurants in the neighborhood. Both signed up. One of them had her first month done faster than I did.

I'm opening a second location in fall 2026. I'm not thinking about the books.

Downstream effect

  1. 2 neighborhood restaurants referred, both now BooXkeeping clients.
  2. Second Flourish location in planning for fall 2026, no finance hire needed.
  3. Wholesale expanded from 2 to 5 coffee-shop accounts in six months.
  4. Tax-prep time cut from 14 days to 3.
★ 
She left food-science to bake. She came back to grow.

I run a bakery.
My books run themselves.

How Maya Alvarez, owner of Flourish Bakery in East Austin, got fifteen hours of her week back and stopped dreading the 15th of every month.

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The customer at work with their BooXkeeping team
Maya Alvarez
Owner, Flourish Bakery
01
The hero · Problem

I didn't start Flourish to do bookkeeping. I started it to bake.

I'm Maya. Four years ago I left a food-science job to open Flourish, a neighborhood bakery in East Austin. We do sourdough, kouign-amann, and the best morning bun in the city.

Eight employees. One brick-and-mortar. A wholesale account with two local coffee shops. A Saturday farmers' market stand. One owner wearing every hat.

02
Breaking point · Problem

By year three, I was running a business on vibes.

Receipts lived in a shoebox, an email folder, a Square dashboard, and a note on my phone. I was two months behind on reconciliation. Every month I told myself I'd catch up Sunday. Every Sunday I slept instead.

The worst part was the not-knowing. I couldn't tell you what the wholesale accounts actually netted. I raised my croissant price on a feeling.

I was running a business on vibes, and terrified of being audited.
— 
Maya Alvarez
, before BooXkeeping
03
The turn · Clarity

Then my accountant said one word: BooXkeeping.

I expected software. What I got was a team.

Onboarding took ten days. They caught up eighteen months of backlog in the first three weeks. Month one’s books were done on time. Not late, not never.

Now I get a three-line summary every month, on time. No logins, no dashboards to learn. My Chief BooXkeeping Officer sends a plain-English summary: the numbers that matter, what's up, what's new.

What this looks like
A three-line summary. Every month. On time.
9:41
Clara Trewe · Chief BooXkeeping Officer
booxkeeping.com · Inbox
March books are closed.
Today at 8:02am · Delivered March 5
Hi Maya —
Books are closed. Three-line summary:
Revenue $64,812 +12%
Anything you want me to dig into before we book next month?
Onboarding

10-day onboarding. A single Zoom, a QuickBooks connection, and an hour gathering documents.

04The team · Transformation

My BooXkeeping team has names. They answer their email.

Every BooXkeeping customer is assigned a Chief BooXkeeping Officer and a pod of specialists. Here's mine.

Clara Trewe, Chief BooXkeeping Officer
Clara Trewe
Chief BooXkeeping Officer
Closes my books on time every month. Answers within the hour. Sends a three-line summary I actually read.
Real people·Not an algorithm·Not offshore
05The numbers · Transformation

The numbers. Specific ones.

"More time" is not a metric. These are.

15+
Hours a week returned to me
5th
Books closed every month, on time
18
Months of backlog caught up in three weeks
12%
Wholesale price increase, backed by real margin data
Measured: twelve months with BooXkeeping · Feb 2025 → Jan 2026 · Verified by BooXkeeping month-end reports
06The spread · Confidence

Two friends signed up. One got current faster than me.

Two friends run restaurants in the neighborhood. Both signed up. One of them had her first month done faster than I did.

I'm opening a second location in fall 2026. I'm not thinking about the books.

Downstream effect

  1. 2 neighborhood restaurants referred, both now BooXkeeping clients.
  2. Second Flourish location in planning for fall 2026, no finance hire needed.
  3. Wholesale expanded from 2 to 5 coffee-shop accounts in six months.
  4. Tax-prep time cut from 14 days to 3.
Meet your team 
Downstream effect
01 2 neighborhood restaurants referred, both now BooXkeeping clients.
I used to dread the 15th. Now my books run themselves. I run my bakery.
★★★★★
Maya Alvarez
 · 
Owner, Flourish Bakery
 · BooXkeeping client

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