Bookkeeping
Your business grew. Your accounting didn't. Let's fix that.
Visor pairs powerful accounting software with an expert tax team — real-time books, decision-ready reports, and a tax plan that's always a step ahead. One system. Not a patchwork of tools.
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Welcome, Sarah!
Gross Revenue$775,000+12.4% from last year
Net Profit$252,900+8.3% from last year
Profit Margin32.6 %+2.1% from last year
Cash on Hand$184,200
Profit and LossView Report
Expense BreakdownView Report
Cash FlowView Report
Client Payments$842,400
Payroll-$318,200
Operating Expenses-$196,400
Tax Payments-$112,800
Net Cash Flow$215,000
Action Items2
View all3 Transactions Need ReviewUncategorized transactions from Nov 12–18
Your 1040 Draft is Ready2025 personal return · prepared by your CPA team
Q3 Estimated Tax Payment DueDue Sep 15 · $4,280 federal + $1,120 state
Complete Your 2025 Tax OrganizerAll sections submitted
Bank Accounts3 linked
The part where our clients say it better than we can.
“Working with Mitchell and Visor helped me save about $15,000–$20,000. I was blown away — it felt like I'd been missing out on a big bonus for 15 years.”
Alexia Camfield PhD, LCSW-S · L. Alexia Camfield PLLC
“Just do it! The fact that you are talking to Visor means you think you need to make a change. You can come up with all sorts of reasons not to — but since you are talking to them — make the switch.”
Brian Riseland · Laundry Genius & S/E Intersect Consulting
“My confidence in my business finances has gone from a 2 to a 9 since I started working with Visor.”
Jordan F. · Software/Tech
Built for business owners who've outgrown the DIY setup
One system, built around the kind of business you're actually running.
Consultants, Freelancers, and Solo Service Businesses
You run the business. The books shouldn't run you.
When you're the service and the business, there's no one to hand the finances off to. Without a system behind it, bookkeeping falls behind and tax season becomes a scramble — both at the worst possible time.
- Income spread across clients and projects that's hard to reconcile
- Expenses that blur the line between business and personal
- Tax estimates that show up as surprises instead of planned-for numbers
Software Led. Human Backed.
The software runs the workflow. Our expert tax team owns the outcome.
Our system handles transaction categorization, account reconciliation, reporting, and tax tracking — accurately, every month, without you managing it. Our expert tax team reviews everything, handles your tax strategy, and is available year-round — not just at filing time.
The Visor platform
A system that works for you
- Automated bookkeeping & transaction categorization
- Real-time dashboards & financial reporting
- Tax status tracking & estimated payment alerts
- Seamless integrations with tools you already use
Your expert team
Real people, real support
- Our expert tax team reviews your books monthly
- Proactive quarterly tax planning
- Year-end filing & compliance, handled
- Year-round availability — not just at tax time
Mitchell Baldridge
CPA, CFP®, Co-Founder, Managing Partner
Evan Baldridge
Chief Operating Officer
Derek Bungard
CPA, Senior Tax Manager
Connor Allen
Technical Co-Founder
Up and running in under two weeks. Here's how it works.
Structured from the first conversation. You'll know what's happening at every step.
Create Your Account
Sign up in minutes and tell us about your business
Connect your accounts
Configure your system and financial accounts sync automatically
Books go live
First reconciled report delivered the month post sign on
Tax plan in place
Quarterly estimates and strategy set before your first tax payment
Running on autopilot
Monthly books, reports, and ongoing CPA access from here on
Create Your Account
Sign up in minutes and tell us about your business
Connect your accounts
Configure your system and financial accounts sync automatically
Books go live
First reconciled report delivered the month post sign on
Tax plan in place
Quarterly estimates and strategy set before your first tax payment
Running on autopilot
Monthly books, reports, and ongoing CPA access from here on
Pricing that pays for itself
One Visor subscription replaces your bookkeeping tools, your bookkeeper, and your reactive year-end CPA — bundled into a single flat monthly fee. For most clients generating $150K+ in revenue, the tax savings from an S-Corp election alone more than cover that fee. The books, reporting, and quarterly planning are what you keep.
No hourly billing. No year-end surprises. No nickel-and-diming on add-ons.
Financial insights & resources
Stay ahead with expert advice on bookkeeping, taxes, and business finance.
Business Accounting
How to Read Financial Statements as a Small Business Owner
The questions we always get — answered honestly.
Your finances, finally handled
Sign up in minutes. Connect your accounts. Let Visor take it from here.
Stay ahead of your books and tax strategy — one email at a time.
Get practical tips to keep your books clean, your tax strategy proactive, and your business one step ahead.
No spam — unsubscribe anytime. By submitting your email, you agree to receive weekly insights on bookkeeping and tax strategy, along with occasional updates about Visor’s product and services that we think might interest you.
