CHA BOOKS

Stress-Free Bookkeeping for Small Businesses

Stop drowning in receipts. We handle your books so you can focus on growing your business.

Simple, Transparent Pricing

Starter

$150/mo

Perfect for solopreneurs and freelancers.

  • Transaction Categorization
  • Bank Reconciliation
  • Monthly P&L Report
MOST POPULAR

Growth

$250/mo

For retail and growing businesses.

  • Everything in Starter
  • Receipt Management
  • Sales Tax Tracking

VIP

$400/mo

For established businesses scaling up.

  • Everything in Growth
  • Invoicing & Collections
  • Monthly Strategy Call

CHA BOOKS

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↺ Force Wizard ⏭ Skip Wizard
⚠ Wipe Database

Welcome!

Monthly Snapshot
$0
$0
$0
RevExpProf
Month
NET PROFIT
$0.00
Revenue
$0.00
0 sales
Expenses
$0.00
0 transactions
Month Total
$ 0.00

Revenue History

Last updated: Just now ↻

Welcome!

Let's set up your workspace.

Smart Features

Enable tools tailored to your needs.

Link Processor

Follow these steps to connect your POS.

  1. Go to developer.squareup.com and log in.
  2. Click "+" to create a new App.
  3. Copy your Application ID and Access Token below.
  1. In your Stripe Dashboard, create a Payment Link (leave the price blank/flexible).
  2. Go to Developers > API Keys to get your Secret Key.
✕

Data Management

Import CSV records or download a full backup of all transactions for this client.

Add Revenue


Subtotal $0.00
Total (Inc. Tax) $0.00

Quick Expense

Log a fast receipt. You can edit details later.

Add Expense

Uploading... Please wait.
View Receipt

Total Expense $0.00

Customer CRM

Select Customer & Date Range

TOTAL SPEND
$0.00
TOTAL ORDERS
0

Spend Breakdown

Transaction History

Generate Report

Select Date Range

Est. Tax Liability

Revenue Breakdown

Expense Breakdown

Inventory

Edit Item

This is what the POS will charge the customer.


Point of Sale Mapping

This is the bold header it will group under on your History tab.

Add New Item


Services Menu

Tap a service to set its permanent price, or leave it at $0.00 to enter a custom price at checkout.

Add New Service

Cart is empty. Tap items to add.
Subtotal $0.00
Tax (8.75%) $0.00
Total $0.00

Today's Sales

Cash Checkout

Total: $0.00
Change Due: $0.00

Set Price

Enter price for Service

Card Checkout

Total: $0.00

Have the customer scan to pay via Apple Pay or Card.

Stripe QR Code

Business Profile

This information will appear on the client's receipts and P&L reports.

Used to calculate your Estimated Tax Liability on reports.

CURRENT LOGO


Point of Sale Settings

Features, integrations, and checkout options.

▼

This percentage is automatically calculated and added to the customer's total when they pay via Card.


More Settings

Payment Methods

▼

Customers & Vendors

▼

Customers

Vendors

Revenue Categories

▼

Manage what items group together on your reports.

Expense Categories

▼

Manage your expense types and their sub-buckets.

Advanced Reports

Single Time Period

Compare Time Periods

Net Profit Summary

Sales Tax Liability

Total tax collected and owed to the government.

Revenue by Category

Expenses by Category

Mark Invoice as Paid

If Stripe/Square took a fee, enter it here. We will automatically log it as an expense.

Scan Item

Customer Name

LIFETIME SPEND
$0.00
TOTAL ORDERS
0