Built For Real Businesses

Is RocketBooks Right
For Your Business?

RocketBooks is designed for businesses that want professional bookkeeping without the complexity or cost of traditional solutions. Here's who gets the most value from our platform.

Perfect For These Business Types

Whether you're just starting out or managing multiple entities, RocketBooks adapts to your specific needs

Freelancers & Solo Entrepreneurs

Independent professionals who want simple income/expense tracking, fast invoicing, and tax-ready books — without bookkeeping headaches.

  • Independent consultants
  • Creative professionals
  • Coaches & trainers

Professional Services

Service firms that invoice clients and need clean, accurate books with minimal setup and zero accounting intimidation.

  • Consulting firms
  • Legal & accounting practices
  • Healthcare providers

Real Estate Investors

Property owners with rentals or LLCs who want clear income/expense tracking and separate books per property or entity.

  • Rental property owners
  • Property management companies
  • Fix & flip investors

Digital & Creative Agencies

Agencies that need to track project costs, client billing, and stay on top of cash flow as they grow.

  • Marketing agencies
  • Design studios
  • Development shops

Digital Startups & SaaS Companies

Fast-growing digital businesses that want investor-ready financials and real-time visibility without hiring a finance team.

  • SaaS companies
  • Tech startups
  • Venture-backed digital businesses

Multi-Entity Owners

Entrepreneurs running multiple service or real-estate businesses who want each entity's books separate, managed from one dashboard.

  • Multiple LLCs or Corps
  • Holding companies
  • Portfolio of service businesses

You're In The Right Place If...

RocketBooks is built for businesses that share these characteristics

Tired of DIY Bookkeeping

Spreadsheets and "I'll fix it later" don't scale. RocketBooks automates the busywork so your books stay right all year.

No Time For Bookkeeping

You'd rather focus on growing your business than categorizing transactions. You want it done automatically.

Cost-Conscious

Traditional bookkeepers cost $500-2,000/month. You want professional results at a fraction of the cost.

Tax-Ready Books Required

Your CPA needs clean books for tax filing. You want to avoid scrambling at year-end with missing receipts.

Want Insights, Not Just Reports

You don't just need numbers—you want to understand your business performance and make smarter decisions.

Prefer AI Over Outsourcing

You're comfortable with AI technology and prefer instant answers over waiting days for a human bookkeeper's response.

RocketBooks May Not Be For You If...

We're transparent about our ideal customers. Here's when you might need a different solution.

You Need Inventory or POS Integration

Retail stores, restaurants, bars, product manufacturers, or wholesalers that need inventory tracking or cash-register/POS system connectivity—these features are on our roadmap but not available yet.

You Have Complex Enterprise Accounting Needs

Multi-currency transactions, international tax compliance, complex consolidations, or revenues over $5M/year—you may need enterprise accounting software or a dedicated finance team.

You Prefer Manual Control Over Everything

If you want to manually categorize every transaction and don't trust AI automation, traditional bookkeeping software like QuickBooks might be a better fit.

You Need Highly Specialized Industry Features

Industries like construction (job costing), non-profits (fund accounting), or healthcare (patient billing) may benefit from vertical-specific software tailored to those workflows.

Not Sure If RocketBooks Is Right For You?

We're happy to help you figure it out. Book a quick call with our team to discuss your specific needs.

Talk to Our Team

Real Stories From Real Users

See how businesses like yours are using RocketBooks

JM

Jennifer Martinez

Marketing Agency Owner

"As a service business, tracking project profitability was a nightmare. RocketBooks automated everything and now I can see exactly which clients are most profitable."

$750K annual revenue
DK

David Kim

Real Estate Investor

"I have 5 rental properties in different LLCs. Before RocketBooks, managing separate books for each was costing me $2,000/month in bookkeeper fees. Now it's $267/month with better accuracy."

5 rental properties
SP

Sarah Peterson

Business Coach

"I was spending 5 hours a week on bookkeeping. Now the AI handles it and I just review. That time goes straight back into serving my clients and growing revenue."

5+ hours saved weekly
MT

Marcus Thompson

Construction Company Owner

"Tax season used to be a disaster. My CPA would charge me extra because my books were a mess. With RocketBooks, everything is clean and ready to go. Saved me $3K in accounting fees last year."

$1.2M annual revenue
LR

Lisa Rodriguez

Freelance Consultant

"As a solo consultant, I can't justify hiring a bookkeeper. RocketBooks gives me professional-level books at a price I can afford. Plus I can ask the AI questions anytime I'm confused."

Solo entrepreneur
JC

James Chen

Tech Startup Founder

"When we raised our seed round, investors wanted clean financials. RocketBooks had everything organized and investor-ready. We closed the round in 6 weeks partly because our books were so clean."

Seed-stage startup
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10min
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