About · Customer Stories

Real books.
Real results.

Three clients, three messes, three sets of clean books, with the numbers to prove it.

SMB · Bakery
Austin, TX

Flourish Bakery

"
I used to dread the 15th. Now my books run themselves. I run my bakery.
"
Maya Alvarez
 · 
Owner, Flourish Bakery
The mess

Four years in, Flourish was running on vibes: receipts in a shoebox, a Square dashboard, two months behind on reconciliation, and every Sunday lost to catch-up.

The fix

Ten-day onboarding, 18 months of backlog rebuilt in three weeks, and books closed on time every month, with a three-line summary and a named team that answers email.

Read the full story 
Illustration for the customer story
The results
15+
Hours a week returned to me
5th
Books closed every month, on time
18
Months of backlog caught up in three weeks
Franchise · Multi-unit
Charlotte, NC

12-Unit Fitness Franchisee

"
Twelve books. One truth. Every month. That's the whole deal.
"
Trevor Okafor
 · 
Multi-unit franchisee, 12 locations
The mess

Twelve locations across the Carolinas on twelve different QuickBooks files: delivery dates drifting, P&L roll-ups eating a full week, no clean way to compare units.

The fix

One brand-standard chart of accounts migrated in a single weekend, one Chief BooXkeeping Officer across all twelve units, and books closed per location, rolled into one portfolio view.

Read the full story 
Illustration for the customer story
The results
12/12
Units on the same month-end cycle
75%
Reduction in monthly roll-up time
3
New units added, zero finance hires
White Label · CPA Firm
Portland, OR

Chen & Associates, CPAs

"
I kept the relationship. They kept the workload. That's the whole deal.
"
Rachel Chen
 · 
Founding Partner, Chen & Associates
The mess

Every advisory engagement wanted clean monthly books the four-partner firm couldn't staff. Six-figure relationships turned away for lack of reconciliation capacity.

The fix

BooXkeeping's white-label program put an embedded team under the Chen & Associates brand: her pricing, her portal, her relationship; our bookkeeping behind the curtain.

Read the full story 
Illustration for the customer story
The results
2×
Client roster, twelve months
0
New bookkeeping hires to support it
+38%
Margin per client, across the board

More voices

All reviews 
★★★★★
"
I got 15 hours of my week back. I used to do books on Sundays. Now I coach my kid's team.
"
Andre Simmons
 — 
Simmons HVAC
, 
Lakeland, FL
★★★★★
"
White-label partner here. Their team works under our brand and our clients have no idea. Seamless.
"
CPA firm partner
 — 
Confidential
, 
Carlsbad, CA
★★★★★
"
Switched from a solo bookkeeper who ghosted us every quarter-end. Night and day. There's a whole team on our account.
"
Diego Fuentes
 — 
Fuentes Landscaping
, 
San Antonio, TX
★★★★★
"
Responsive, human, and they never make me feel dumb for asking. That matters more than people admit.
"
Grace Adeyemi
 — 
Adeyemi Consulting
, 
Matthews, NC
★★★★★
"
As a franchisee with 4 units, the consolidated reporting alone is worth it. Royalty reports go out on time without me touching them.
"
Hannah Brooks
 — 
Multi-unit franchisee
, 
Orlando, FL
★★★★★
"
Books closed on time, every month, like clockwork. I plan payroll and purchases around it now.
"
James Okoye
 — 
Okoye Dental Studio
, 
Charlotte, NC

Your story could go here.

Get Started