Bookkeeping is the backbone of your business.

As a business owner, you have big dreams and ambitious goals for growth. But the reality of managing every aspect of your business can be overwhelming. Juggling client work, marketing, team management, and strategic planning often leaves little time to focus on the crucial task of bookkeeping.

When you're stretched thin, it's easy for your financial records to fall behind, leaving you with uncertainty about your business's financial health. You need a reliable partner who can handle the numbers, keep your books in order, and provide the financial insights necessary for informed decision-making.

Our comprehensive bookkeeping services are designed to support your growth journey, offering the expertise and resources you need to achieve your goals. We'll ensure your financials are accurate, up-to-date, and ready to guide your business to new heights. Let us take care of your bookkeeping, so you can focus on what you do best – growing your business.

Essentials Monthly Bookkeeping

For the growing entreprenuer ready to hand over bookkeeping to the pros and focus on scaling their business.

This package ensures your financials are in expert hands, providing you with peace of mind and more time to concentrate on growth. The Essentials Monthly Bookkeeping includes:

  • Income & Expense Categorization: Accurate and timely categorization to keep your finances organized.

  • Monthly Bank & Credit Card Reconciliation: Ensure your accounts are balanced and accurate every month.

  • Monthly Financial Reporting: Clear and concise reports to keep you informed about your financial health.

  • Quarterly 1:1 Call: Personalized sessions to review financials and discuss strategies.

  • Support via Email & Slack: Ongoing support to address your finance questions and needs.

  • Yearly 1099 Preparation & Distribution: Hassle-free preparation and distribution of 1099 forms.

  • Year-End Collaboration with Your CPA: Seamless collaboration with your CPA to ensure a smooth year-end process.

Signature Bookkeeping + CFO Services

For the ambitious professionals ready to elevate their financial management and unlock significant growth.

This package is designed for service pros, coaches, and agencies who are prepared to step into a strategic CEO role within their business. By leveraging advanced financial insights and proactive strategies, you’ll be empowered to make informed decisions that drive your agency's success.

The Signature Bookkeeping + CFO Package includes everything in our Essentials Monthly Bookkeeping service, plus:

  • Payroll Management: Comprehensive handling of your payroll needs, ensuring timely and accurate payment to your team.

  • Personalized Financial Insights: Tailored financial insights with budget-to-actual comparisons, cash flow forecasting, and visual reports to keep you informed and ahead of the curve.

  • Monthly Strategy Sessions: Personalized monthly sessions to set and review business goals, ensuring alignment and progress.

  • Cash Flow Projections: Proactive cash flow planning to keep your business financially healthy and prepared for the future.

For businesses over 3 months behind on bookkeeping, offering a judgement-free overhaul to bring your books up to date and get you back on track to financial clarity.

This comprehensive service ensures your financial records are meticulously organized and accurate, providing you with a clear financial picture. The Cleanup Services include:

  • Income & Expense Categorization: Precise categorization to organize your finances.

  • Vendor Review: Comprehensive review of vendor transactions and accounts.

  • Reclassify Transactions: Correct classification of past transactions for accuracy.

  • POS & Sales Reconciliation: Reconciliation of point-of-sale and sales data.

  • Accounts Receivable Cleanup: Detailed cleanup of outstanding receivables.

  • Accounts Payable Cleanup: Thorough cleanup of outstanding payables.

  • Full Review & Audit: In-depth review and audit of your financial records.

  • Bank & Credit Card Reconciliation: Accurate reconciliation of bank and credit card accounts.

Bookkeeping Cleanup

How to get started

the process

1

Choose your plan.

2

Submit your inquiry form here.

3

We will review your needs and find the package that works best for you and your business.