Strategic Bookkeeping
for Small Businesses

supporting business owners with precise financial insights and expert guidance

Feeling overwhelmed by your business finances?

We help business owners gain clarity and confidence in their finances with 1:1 bookkeeping

Next Steps

1

Contact

Submit a contact request and you will be directed to schedule a time to chat on our calendar. We'll reach out to learn more about your bookkeeping needs.

2

Assess + Estimate

After we discuss your needs and review all current accounts, we will to determine a timeline and an upfront one-time or monthly estimate.

3

Ongoing Support

We’ll take care of your books, deliver your statements, and walk you through everything so you're no longer stressed about being prepared for tax season.

Frequently Asked Questions

Do you offer tax services?

We closely partner with Sisk, Greene & Associates CPAs to provide optional tax filing services on our monthly packages.

Our primary focus is on providing insight each month to help guide your financial decisions.

Is my business too small for bookkeeping?

No matter how small you are, you need to know what is happening with your sales, costs and profits. By tracking your numbers, you’ll be able to make informed decisions that will increase your profit.

Why should I hire a bookkeeper instead of having my CPA do my bookkeeping?

Prompt Communication: We pride ourselves on prompt communication, touching base at the very least monthly to keep your financial records current and accurate—no more waiting until quarter or year-end. All emails will be responded within 24-48 business hours.

Specialized Expertise: Bookkeepers focus on day-to-day financial recording and reporting, complementing a CPA's tax and analysis skills.

Cost-Effective Efficiency: Hiring a dedicated bookkeeper is often more cost-effective in the long run. By outsourcing routine financial tasks, you avoid higher CPA rates focused on tax preparation and strategic advice. This streamlines your finances and keeps operational costs controlled, allowing better resource allocation for business growth.

Strategic Insights: With ongoing bookkeeping, we provide timely financial insights for informed business decisions and improved cash flow management.

Compliance and Accuracy: Ensuring precise records and tax-ready documentation throughout the year supports seamless tax preparation and audits.

Choosing a dedicated bookkeeper like us means proactive financial management tailored to your business needs.

What if my books are behind schedule or need a clean-up?

We can help clean up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation and get your books all cleaned up!

What does your monthly process look like? 

After the initial setup of your account, we will handle your bookkeeping on a monthly basis.

We will categorize costs + income transactions on a weekly basis. After we have gone through the transactions, we will contact you with any questions we may have. Once answered, you will receive a tidy and simple financial report delivered to you by the 15th of the month.

What about cost? 

Our monthly packages start at $350/month and increase depending on your business size, complexity, and needs.

A one-time onboarding fee of $300 is applied to all monthly packages. If additional clean up/catch up needed within your accounts, there will be a one time cleanup fee.

You will be billed on a recurring subscription basis.