Holdings

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.