Accounting and bookkeeping for startups and small businesses
Focus on what you do best and leave bookkeeping and accounting to Carpe Diem. Join hundreds of businesses that trust us to manage their books and run efficient organizations.
Smart Bookkeeping for Startups and Small Businesses
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Focus on your business—let Carpe Diem handle the clean-up and catch-up bookkeeping.
Let Carpe Diem's QuickBooks certified bookkeepers handle your books every month.
What Makes Our Services Reliable?
Deep Industry Knowledge
We understand the unique financial challenges insurance brokers and small agencies face daily.
Customized Bookkeeping Solutions
Our services are tailored to match your business needs, ensuring precise and efficient financial management.
Accurate and Reliable Service
We guarantee error-free bookkeeping and commission tracking, giving you confidence in your financial data.
More Time for What Matters
Delegate the numbers to us, so you can focus on growing your business and serving your clients.
Our process. Simple, seamless, streamlined.
We ensure open and continuous communication throughout to keep you informed and at ease at every step.
Discovery Call
Placement Process
Kick off Call
Onboarding And Task Assign
We’ve Got an Awesome Price Plan for startups and small businesses
Starter
What You Get:
1. Unlimited Transactions & Bank Accounts
2. Books Updated Every Month
3. Monthly P&L, Balance Sheet & Cash Flow Reports
4. QuickBooks Setup & Year-End Tax-Ready Books
5. Dedicated Slack Channel + Monthly Progress Call
Growth
What You Get:
1. Unlimited Transactions & Bank Accounts
2. Class-Wise Bookkeeping (up to 5 classes)
3. Monthly Financial Reports + Basic Financial Commentary
4. QuickBooks Setup & Year-End Tax-Ready Books
5. Dedicated Slack Channel + Monthly Progress Call
Scale
What You Get:
1. Books Updated Bi-Weekly
2. Class & Project Tracking (up to 10) + Location Tracking
3. Full Management Report + KPI Tracking & Commentary
4. Payroll (up to 5 employees) + Sales Tax Filing (1 state)
5. Audit-Ready Documentation + Progress Calls as Needed
Enterprise
What You Get:
1. Books Updated Weekly + Priority Dedicated Bookkeeper
2. Unlimited Classes, Projects & Location Tracking
3. Live CFO Dashboard + Budget vs. Actuals
4. Strategic Financial Insights & KPI Commentary
5. Payroll (up to 10 employees) + Same-Day Priority Support
Schedule your Free Strategy Call
Let’s Hear from Our Happy Clients
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Watch how our bookkeeping solutions have helped businesses streamline their finances.
Bobby Hill
Hear from our clients as they share their experiences with
Carpe Diem’s expert bookkeeping services.
George liu
See how our tailored solutions have made a difference for insurance brokers and agencies.
JJ Poljacik
Our clients speak about the impact of our seamless and accurate bookkeeping support.
Noah Wessel
Our clients share how accurate bookkeeping and responsive support make a real difference in their business operations.
