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Booklio

We offer week-week, or catch up bookkeeping. No tax prep, strictly bookkeeping. Each client gets access to their own portal and account manager (CPA who does the bookkeeping).
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Supported client types

Business

Specialties

E-commerce Business Owner
Crypto Investor
Franchise Owner
High Net Worth Individual
Non-Profit Organization
SMB Owner
Solopreneur
Qualified Small Business Stock Holder
Real Estate Investor
Ultra High Net Worth Individual
VC Funded

Services

About Booklio

Employees
Founding year
2024
Rate range
Monthly: $300 - $450
Location
Remote
Support
Staff serving across a portfolio of client accounts
Software
Google Drive, Proprietary software/platform, QuickBooks Online, SafeSend Suite
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Clients who would be a good fit

Annual income
-
Annual revenue
$1,000,000 - $5,000,000
Industry
Advertising & Marketing Consulting & Professional Services
Energy & Sustainability
Food & Beverage
Healthcare & Wellness
Hospitality & Travel
Manufacturing & Hardware
Media & Entertainment
Non-Profit & Education
Real Estate & Construction
Technology & Software
Transportation & Logistics
Retail & Ecommerce
Most of our clients are solopreneurs, agencies, ecom and internet businesses.

Clients who would NOT be a good fit

Annual income
-
Annual revenue
Pre-revenue Less than $100,000
$100,000 - $500,000
$500,000 - $1,000,000
$5,000,000 - $10,000,000
$10,000,000+
Industry
Finance & Legal
We work with all clients

Endorsements

No endorsement
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