Holdings is the business bank that does your books. We combine business banking with done-for-you bookkeeping and simple monthly reporting for owner-led agencies and service businesses. That means you always know what’s in the bank, what’s coming, and what’s going out—without ever opening accounting software yourself. Instead of juggling a bank, spreadsheets, and a part-time bookkeeper, Holdings becomes your back office in one place: Business checking and debit. Transactions automatically categorized and reconciled. Books closed monthly with clean P&L and balance sheet. Simple cash-flow view for the next few weeks. Year-end, tax-ready books your CPA can plug straight into their system. We watch the cash, close the books, and send the reports. You just run the business.
On-site & Remote