A unique philosophy adopted by NeatBooks, embodying the harmonious blend of meticulous financial management and the pursuit of prosperity. It represents an approach where precision in financial details and strategic foresight converge to create a stable and prosperous future for clients and employees.

Holistic Financial Well-being

A term that encapsulates the goal of providing clients with not just financial stability but also the freedom and peace of mind to enjoy life’s pleasures, like vacations and leisure. It reflects the promise of NeatBooks to create a financial environment where business growth and personal relaxation coexist harmoniously.

Innovative Integration

'ProsperNeatly'™ also stands for the integration of new technologies and innovative practices in traditional bookkeeping and accounting processes, ensuring efficiency, accuracy, and foresight in financial planning and execution.

A Promise of Partnership

Beyond a service, 'ProsperNeatly'™ represents a partnership ethos, where NeatBooks aligns closely with each client’s vision and goals, acting not just as an advisor but as an indispensable ally in the journey towards financial success and personal well-being.

More about our brand

At NeatBooks, we see beyond the traditional confines of financial management. We are committed to fostering a world where every entrepreneur and business owner, alongside our dedicated team, is armed with the tools, insights, and confidence for strategic decision-making, leading to sustainable prosperity and a better quality of life. Through our 'ProsperNeatly'™ approach, we aspire to be the catalysts that transform financial ambitions into tangible realities, nurturing a community where financial stability paves the way for life's greater pleasures and achievements for our clients and our team.

Tiers

Tier 1: Foundation Advisory

For: New or early-stage franchisees, independent operators managing up to 2 entities, or entrepreneurs seeking clarity and control.
Monthly Investment: Starting at $750/month
Key Inclusions:Monthly financial statement reviews tailored by entity
Consolidated cash flow summaries across entities
Monthly KPI snapshot (e.g., COGS, labor %, breakeven)
Guidance on separating and managing inter-entity finances
Quarterly tax strategy check-ins
Franchise compliance calendar setup & reminders
Support via email and one 45-minute call per month
Outcome: Gain financial visibility and avoid early missteps with a clear advisory structure focused on the unique needs of franchise and multi-entity operations.
Tier 2: Growth & Expansion Advisory

For: Multi-location franchisees or franchisors actively scaling operations (3–10 entities/units).
Monthly Investment: Starting at $1,250/month
Everything in Tier 1, plus:Monthly consolidated reporting with entity-level and group insights
Cash flow projections and breakeven strategy per location
Benchmarking (internal and industry-specific)
Custom chart of accounts aligned with franchise/franchisor models
Strategic entity restructuring (when applicable)
Support for new entity setup, EINs, and tax electionsTwo strategy calls per month (60 minutes each)
Outcome: Make confident decisions when expanding units, opening new locations, or handling franchise royalty structures and profit centers.
Tier 3: Executive CFO Advisory

For: Franchisors and high-performing entrepreneurs managing 10 + units/entities or preparing for investment/acquisition.
Monthly Investment: Starting at $2,500/month
Everything in Tier 2, plus: Dedicated fractional CFO accessWeekly executive dashboard with KPIs by entity, location, and brand
Forecasting: 6 and 12 month financial modeling
Strategic planning for licensing, acquisitions, or exits
Investor or lender-ready reporting packages
Profit margin improvement strategy by unit
Multi-entity payroll planning, tax structuring, and internal controls
Weekly 1:1 strategy calls + priority on-demand support
Outcome: Operate like a scalable enterprise with financial systems, reporting, and guidance built for growth, profitability, and investor confidence.