So You Stop Losing Weekends to QuickBooks.
Clean, accurate books for real estate investors, marketing agencies, and coaches — delivered every month without you lifting a finger.
Juggling multiple properties, entities, and transactions? We bring order to your portfolio — clean books per property, accurate P&Ls, and tax-ready financials your CPA will actually love.
Retainers in, contractors out, subscriptions everywhere. We untangle agency cash flow, track client profitability, and make sure your numbers reflect the business you're actually building.
Your business scaled fast — your books didn't keep up. We get your finances organized so you're never scrambling at tax time and always know exactly where your revenue stands.
We review your current books, understand your business, and tell you exactly what we'd do — no fluff, no obligation. Just clarity.
We securely connect to your accounts, clean up anything messy, and set up a system that works properly from day one.
Clean books, clear reports, and a bookkeeper who actually responds — delivered every month without you having to think about it.
Consistent, accurate monthly financial records — reconciled accounts, categorized transactions, and clean books delivered every month without fail.
Profit & loss statements, balance sheets, and cash flow reports that give you a real-time picture of your business performance.
Months or years of messy books holding you back? We untangle the chaos and bring your accounts up to date — fast.
We track what you owe and what you're owed, keeping your cash flow healthy and your vendor relationships intact.
Accurate payroll records and coordination with your payroll provider so your team always gets paid correctly and on time.
Hand your CPA clean, organized financials at tax time. No scrambling, no surprises — just a smooth filing season every year.
Tools We Work With & Who We Are
Between tiers? We'll right-size your plan — book a free call and we'll figure it out together. | Books cleanup starts at $75/hour. | Over 600 transactions/month? Contact us for a custom quote.
Aegis exists for one reason: to give small business owners the financial clarity they deserve — with transparency, precision, and someone who's actually in your corner.
Before building Aegis, Jake served in the U.S. Army — where precision and accountability weren't optional. That same standard carried over into real estate investing, where he learned firsthand what messy books cost: bad decisions, missed deductions, and money left on the table at tax time.
Today, Aegis serves real estate investors, marketing agencies, and coaches across the country — all remotely, all with flat-rate pricing, and zero surprise fees.
Running a marketing agency means cash flow is all over the place. Retainers coming in, contractors going out, and a dozen different expenses to track. Jake took all of that off my plate completely. My books are clean, my reports are clear, and I actually understand my financials now. Worth every penny and then some.
As a real estate investor juggling multiple properties, my books were a nightmare. Aegis cleaned everything up fast and now I have crystal clear reporting every single month.
My coaching business scaled fast and my finances didn't keep up. Aegis stepped in, got everything organized, and now tax season is actually stress-free for the first time.
Last names withheld for client privacy.
Book a free 30-minute evaluation call. We'll review your current situation and tell you exactly how we can help — no obligation, no pressure.