For owners who would rather skip bookkeeping.
If you own a small business and your books need work, you are HiGeorge's target customer. See how different business types benefit from it.
Freelancers and solo contractors
You bill clients, receive payments, and cover your own software and equipment. Bookkeeping is your responsibility. George links to your business account, sorts each transaction as it comes in, and provides a tidy monthly P&L without a spreadsheet.
For taxes, export a prepared expense report with every item categorized. Your accountant or tax software receives clean data without the usual last-minute rush.
- Solo: 1 bank account, up to 200 transactions/month
- Quarterly estimated tax worksheets: Business and Growth plans
- Home office and equipment costs categorized properly from the start
Small shops and online retailers
For retailers, bookkeeping is mainly about volume. Hundreds of monthly transactions span payment processors, platform fees, shipping, and inventory. George processes it automatically, showing your current margins without manual entry.
Monthly close reports explain cost of goods, operating costs, and net profit clearly. You do not need an accounting degree to understand them.
- Business: up to 750 transactions monthly
- Multiple accounts for retail checking, Stripe, and PayPal settlements
- Category learning adjusts to your vendors and spending habits
HVAC, plumbing, cleaning, and landscaping services
Cash flow determines how service businesses fare. Each week brings outgoing invoices, material purchases, equipment upkeep, subcontractor payments, and fuel costs. George records everything and organizes AP/AR, showing what customers owe you and what you owe others.
George highlights slow-paying clients that strain cash flow. If materials reduce your margin, the monthly report reveals it before it turns into a crisis.
- Business and Growth plans track AP/AR: unpaid invoices and upcoming bills
- Subcontractor payment records sorted by vendor
- Vehicle and equipment costs categorized correctly from the outset
Restaurants and food businesses
Food service operates on some of the narrowest small-business margins. You need quick answers on food cost percentage, labor's share of revenue, and whether last month made money. George sends the monthly close report on the first, without requiring you to prepare it.
The growth plan's quarterly review call helps: review the quarter's direction before you get too far into the next one.
- Food, supplies, and labor recorded in separate expense categories
- Multiple accounts for checking, credit cards, and third-party deposits
- Monthly P&L in plain English, no accounting jargon
In their own words
I used to lose a whole Saturday morning each month to catching up on my books. Since I began using HiGeorge, I have not done that. The monthly report arrives finished.
The AP/AR tracking convinced me. I had forgotten about invoices that were still uncollected. George flags them. I have not had a 90-day outstanding invoice since.
Tax season once meant three weeks spent finding receipts and organizing transactions. Last year I gave my accountant one export. He called it the cleanest input he had seen from a small business.
HiGeorge fits businesses with a US bank account and transactions to track
Good fit
- US business with a dedicated business bank account
- 50 to several hundred transactions each month
- Owner-run without a full-time bookkeeper
- Books currently behind or inconsistent
- Needs orderly books for taxes or a business loan
Not yet a fit
- Businesses with payroll (payroll accounting is not handled yet)
- Multi-entity businesses needing consolidated financial statements
- Businesses requiring accrual-basis accounting only
- Non-US bank accounts (international support developing)
Hand off your books now.
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