Stop burning $200-an-hour brainpower on $10 tasks.

Messy books? Start with a 10-day Rescue Sprint, then let our Guard Plan keep them spotless.

Rescue Your Back Office

✶

Rescue Your Back Office ✶

Which path is right for you?

🚨 Raft Rescue 🚨

Books a mess?
Clean-up, catch-up, and migrate in 10 business days.

🛡️ Raft Guard 🛡️

Books in good shape? Plug into our system for on-time closes, expert oversight, and <2-hour Slack support.

Why Raft?

✅ We’re built for founders & owners, not auditors. No endless emails, no jargon - Slack us, move on.


✅ Automation where it helps. AI handles the grunt work so your bill isn’t padded with manual keystrokes.


✅ Humans where it counts. Every month closes only after one of our expert accountants reviews and signs off.


✅ Transparent, pick-what-you-need pricing. One flat core fee, à-la-carte add-ons. No mystery charges.


✅ <2-hour Slack response - guaranteed. Get the answer before your coffee’s cold.


✅ Optional CPA firepower on tap. Need a compilation, review, or IRS hand-holding? Our partner CPA firm, Ralph & Ralph, P.C., steps in.

The Raft Rescue Framework

1) Rescue Sprint

  • Data pull & catch-up

  • Chart cleanup

  • Software implementation

2) Stabilize

  • Rule engine tuned

  • First clean close

  • Baseline KPI set

3) Guard

  • Monthly close + back office support

  • Slack replies <2 hrs

  • 30-min monthly strategy call

4) Compound

  • Continuous rule tuning

  • Reports available via Slack

  • Tax-ready financials

Our Plans

🚨 Raft Rescue 🚨

$1,200 one-time sprint

✅ Data pull, historical catch-up, and chart cleanup

✅ Rule engine tuned + first clean close in 10 business days

✅ Accountant review & Loom walkthrough of “before vs. after”

✅ 10 business day guarantee

✅ 2 months free on the Raft Guard Plan if you upgrade within 7 days

Raft Rescue is a 6 month bookkeeping cleanup. +$150 per extra month of cleanup. Custom quotes available for cleanups needed out of scope.

Still on QuickBooks Desktop?
+$1,200 one-time conversion

🛡️ Raft Guard 🛡️

Monthly bookkeeping from
$350 / mo

✅ Monthly close & live Slack support

✅ AI-powered transaction coding

✅ Human accountants reconcile, review & sign off every month

✅ Lightning-fast support via Slack (<2 hr response)

✅ 30-minute call each month for strategy or deep dives

Covers up to $20k in monthly expenses & 3 bank/cc feeds

+$100/mo per extra $15k in expenses

Only need occasional help?

DIY Assist

$25 / mo + $125 / hr

✅ On-call accountant, when you need one

✅ Best for self-managed books + one-off questions

✅ Upgrade anytime, cancel anytime

Hourly billed in 30-min increments
Typical turnaround 1–2 biz days

Raft Guard:

Monthly bookkeeping from $350/mo.

The 80 % that matters, done 100 % right

  • Automated transaction capture
    AI rips through your bank and card feeds so manual data-entry dies on day one.

  • Human sanity check
    Expert accountants reconcile, review & sign off every month.

  • Monthly close & report drop
    Get a ping on Slack when your books are closed & find them in your QBO or Xero.

  • One 30-minute call per month
    Ask strategy questions, vent about margins, or ignore it entirely - that time is yours.

  • Slack support with a lightning fast response, guaranteed
    Ping us, get answers before your coffee’s cold.

  • Up to three bank/credit-card feeds
    Need more? +$25/mo each.

  • Real-time QBO/Xero access
    Your data, 24/7.

Bottom line: We eliminate the $10-an-hour grind so you can chase seven-figure decisions. Everything else - tax, payroll, bill pay, invoicing - lives in our Build-Your-Own Back Office menu. Add only what moves the needle.

Need more?
Here’s everything we can help with.

Results you can expect

Without
Raft Back Office 😖

🥵 April scramble - hunt down 12 months of receipts in a weekend

🤯 Wrestling QuickBooks instead of chasing customers

⚠️ Miscoded expenses blowing up profit margins

😬 “Surprise you owe five figures in tax” moments

⏰ Close day = “whenever I get to it” (usually weeks late…if ever)

With
Raft Back Office 🚀

😌 Books close the same week every month - no tax-season panic

📊 Live Slack reports so decisions happen on data, not gut feel

🧑‍💼 Expert-reviewed accuracy (< 0.5 % miscoding rate)

📈 Real KPIs on tap - no more blind payroll runs

☕ < 2-hour Slack replies - founder hours back for seven-figure work

Want to work with us?

Here’s what we need from you.

✅ Live in QuickBooks Online or Xero
We only work with those programs. Still in QuickBooks Desktop? We can help you convert.

✅ Run payroll through Gusto (if interested in payroll engagement)
One platform keeps filings clean and our workflows fast. Already on Gusto? Great. Need a hand setting it up? We’ll do it.

✅ Read-only access to every bank & credit-card account
We plug feeds directly into QBO/Xero. If your bank won’t connect, you must drop the monthly PDF statements in Slack within three business days of their issue date - no chase-downs.

✅ Slack as the communication hub
Questions, approvals, docs - everything lives in one shared channel. No email scavenger hunts.

✅ A 12-month commitment to clean books (Raft Guard Plan)
Good data compounds; drive-by bookkeeping doesn’t. Sign the contract, get the clarity.

Meet those five requirements and we can take the grunt work off your plate - fast.

Still Have Questions? We’ve Got Answers.

  • Raft Rescue is a 10-day sprint to get your books in order.

    DIY Assist is a month-to-month engagement where we act as your on-call accountant. Best for those with solid internal systems who just want a lifeline every now and then.

    Raft Guard requires a 12-month commitment. Why? Because good books compound. Committing for a year lets us build reliable rules, spot trends, and saves you from audit headaches.

  • Yes. We only support those two programs. Still on QuickBooks Desktop? We’ll migrate you for a one-time $1,200 fee and never look back at that dinosaur.

  • We work with industry-best AI to handle your day-to-day transaction coding. Everything then gets reconciled, reviewed, and triple checked by our team of expert accountants.

  • Usually, no. A CPA license is legally required for three specific services in the U.S.:

    1. Attestation (audits, reviews, or compilations that carry a CPA signature)

    2. Formal representation before the IRS or state tax authorities (audits, appeals, etc)

    3. Contractual requirements that explicitly demand “CPA-prepared” or “CPA-reviewed” financials - a contractual, not statutory, requirement.

    Routine bookkeeping, monthly closes, payroll, bill pay, and management reports are not regulated activities. High-quality work comes from clean processes and trained accountants, not from three letters on a business card.

  • Yes. Our team includes licensed CPAs and veteran accountants with advanced degrees. Every month’s close passes through the same internal review checklist and is reviewed by our team of experts.


    Need a formal CPA signature (compilation, review, IRS representation)? Choose “CPA Oversight” in your engagement and gain access to our partner firm, Ralph & Ralph, P.C.

  • Slack messages get a human reply in under two business hours - guaranteed. Bigger issues roll into your 30-minute monthly strategy call.

  • The Raft Rescue plan is a one-time sprint with a guaranteed outcome - there’s no backing out once we start.

    There’s a 30-day quality guarantee window on the Raft Guard plan. After that, the 12-month term locks in. If you expect to bail at month five, we’re not the right fit - and that’s okay.

If you’re ready to learn more, book a quick call below.