More than recording numbers

Our Services

In business, clarity is everything. Knowing exactly where your finances stand—without second-guessing or scrambling for numbers—gives you the confidence to make decisions, plan ahead, and focus on the work that truly matters.

At Southeast Bookkeeping + Tax, we provide precise, reliable bookkeeping designed for the unique rhythm of Southeast Alaska’s businesses. From seasonal shifts to long-term growth planning, we ensure your financials are not just in order, but working for you.

With accurate, up-to-date books, you can:

  • Make informed decisions with financial data you can trust

  • Plan ahead with clear insights into cash flow and profitability

  • Move forward with confidence, knowing your books are handled with care

We’re here to provide more than just bookkeeping—we offer peace of mind. When your financials are clear, you can lead your business with certainty and spend your time where it matters most.

Lets Get Started -

Lets Get Started -

For the emerging entreprenuer

Micro

For soloprenuers & seasonal small businesses who need accurate books & basic bookeeping support.

This package provides monthly bookkeeping, financial reporting, ongoing email support and a quarterly call to review your financials + ensure tax compliance.

What’s Included:

  • Income & Expense Categorization
    Real-time categorization of every transaction, helping you monitor profitability during high season and manage expenses when things slow down.

  • Monthly Bank & Credit Card Reconciliation
    We reconcile all accounts so you always have a clear picture of where your business stands—no surprises.

  • Monthly Financial Reporting
    Understand what’s working and where to adjust with clean, easy-to-read reports tailored to your seasonal cash flow.

  • Year-End Compliance & CPA Collaboration
    From 1099 filings to working directly with your tax professional, we help make year-end stress-free and seamless.

Available for sole proprieters & single member llc’s

$450 / month

For the growing operation

Essentials

Running a business in Alaska means navigating busy summers, quiet winters, and everything in between. Our Essentials Monthly Bookkeeping service is designed to meet those unique needs with expert financial tracking, seasonal insights, and reliable support all year long.

What’s Included:

  • Income & Expense Categorization
    Real-time categorization of every transaction, helping you monitor profitability during high season and manage expenses when things slow down.

  • Monthly Bank & Credit Card Reconciliation
    We reconcile all accounts so you always have a clear picture of where your business stands—no surprises.

  • Monthly Financial Reporting
    Understand what’s working and where to adjust with clean, easy-to-read reports tailored to your seasonal cash flow.

  • Quarterly Check-Ins & Ongoing Support
    We review your numbers together every quarter to spot trends, plan ahead, and answer your questions. Plus, we’re available via email and Slack whenever you need quick advice.

  • Year-End Compliance & CPA Collaboration
    From 1099 filings to working directly with your tax professional, we help make year-end stress-free and seamless.

Starting at

$700 / month

For the established business

Elevate

As your bookings increase and your team grows, your back office needs more than just clean books—it needs consistent payroll, timely sales tax filing, and proactive financial oversight. Our Elevate package builds on the Essentials with added operational support, keeping your business compliant, your team paid, and your time focused where it matters most: on your guests.

Includes all essentials services plus:

  • Payroll Processing: We handle payroll from start to finish—whether you're paying year-round staff or scaling up for the summer rush—so you can rest easy knowing paychecks go out on time and with full compliance.

  • Sales Tax Filing: Never miss a filing deadline again. We track, prepare, and file your local sales tax returns accurately and on time.

  • State Alcohol + TTB Excise Tax Filing: We handle monthly, quarterly, or annual filings for TTB and Alaska’s state alcohol taxes, helping you stay compliant with production, distribution, or retail sales regulations.

  • COGS & Inventory Support: We track your Cost of Goods Sold and help monitor inventory trends so you understand how seasonal expenses impact profitability—ideal for breweries, distilleries, and coffee shops.

Starting at

$1,250 / month

High Touch Financial Strategy

Signature CFO

Your business has grown—and so have your financial needs. Our Signature CFO Services offer a collaborative, long-term partnership built for hospitality brands navigating seasonal cash flow, multi-revenue streams, team growth, and market expansion. We go beyond the books to deliver custom financial strategy, hands-on planning, and real-time insights that help you make confident, CEO-level decisions.

What’s Included:

  • Visual Financial Reporting: Custom reports that give you a clear view of revenue, expenses, and profitability—no spreadsheets, no guesswork.

  • Best-Selling Items & Market Insights: See which products or services drive the most revenue and guide smarter inventory, marketing, and ops decisions.

  • Pricing Strategy Support: Set pricing that reflects your true costs, stands out in the market, and supports your profit goals.

  • Cash Flow Forecasting & Planning: Plan for seasonal shifts, big expenses, and growth opportunities with accurate, forward-looking cash flow insights.

  • Marketing KPIs & Performance Metrics: Track what’s working. Measure the financial return of your marketing efforts to focus on what drives sales.

  • Monthly 1:1 CFO Strategy Calls: Meet regularly to review trends, refine your business strategy, and map out next steps.

Starting at

$1,600 / month

A judgement free overhaul

Cleanup

Whether you’ve fallen behind, had a busy season, or never had a system that really worked — our cleanup service is here to get your financials back on track. We’ll comb through the backlog, reconcile what’s missing, and organize your books so you can move forward with clarity and confidence.

This is a one-time service designed to reset your books and prepare you for ongoing success.

Please note: We only offer cleanups as part of a monthly service plan.

Once your records are cleaned up, you’ll roll right into a service tier that fits your business — with books that are accurate, up to date, and ready to support your next steps.

How to get started

the process

1

Submit your inquiry form here.

2

You’ll get a calendar link to book your discovery call.

3

We'll chat and find the perfect package to fit your needs