BOOKKEEPING & FINANCIAL CONSULTING SERVICES
Financial support that grows with your business.
From reliable monthly bookkeeping to a fully outsourced accounting department, choose the level of support that fits your business today—and where you’re headed next.
Monthly Bookkeeping
Accurate books. Consistent support.
Stay focused on running your business and leave the books to us. Reliable monthly bookkeeping gives you organized records, timely financials, and a clear view of where your business stands.
What’s included:
Monthly transaction categorization
Bank and credit card reconciliations
Month-end review and close
Monthly financial statements
Year-end books prepared for your tax professional
Best for business owners who want dependable, accurate bookkeeping handled for them every month.
Fractional Controller Services
Your outsourced accounting department—without the full-time cost.
As your business grows, monthly bookkeeping may no longer be enough. Fractional controller services combine ongoing accounting support with experienced financial oversight, giving you reliable processes, meaningful reporting, and clearer insight into your business—without building an internal accounting team.
Services may include:
Monthly bookkeeping and financial reporting
Accounts payable and bill-payment support
Customer invoicing and receivables tracking
Cash-flow forecasting
Budgets and financial projections
Profitability and pricing analysis
Accounting workflows and internal controls
Ongoing financial review and controller-level guidance
Best for established or growing businesses ready to outsource their accounting function and gain experienced financial oversight without hiring a full-time controller and accounting team.
Payroll Support
Accurate payroll. On time. Off your plate.
Payroll should be accurate, timely, and uneventful. This add-on service provides dependable payroll processing through your preferred payroll platform. We manage the details, employee updates, reconciliations, and reporting so your employees are paid correctly and you have one less deadline to manage.
Services may include:
Scheduled payroll processing
Employee and contractor setup and maintenance
Pay-rate, deduction, and benefit updates
Payroll account reconciliations
Payroll journal entries
Coordination with your payroll provider and tax professional
Year-end payroll tasks and reporting
Best for businesses that want dependable payroll administration without managing every pay-cycle themselves.
Cleanup & Catch-up
Bring your books current. Move forward with confidence.
Whether your bookkeeping is several months behind or your accounts simply aren’t adding up, we will review what you have, identify what needs attention, and bring your financial records up to date. Once complete, you will have accurate, reconciled books and a clear starting point for ongoing bookkeeping.
Services may include:
Review of your current bookkeeping records
Entry and categorization of missing transactions
Correction of prior bookkeeping issues
Bank and credit card reconciliations
Review of account balances and outstanding items
Updated financial statements
Year-end records prepared for your tax professional
Best for business owners who have fallen behind, inherited disorganized books, or need accurate financial records before beginning ongoing monthly bookkeeping.
HOW IT WORKS
Step 1
Let’s Talk
Tell me about your business, your current financial processes, and the support you’re looking for during an introductory call.
Step 2
Review & Recommend
I’ll recommend the right level of service and provide a clear scope and customized proposal.
Step 3
Get Started
When you’re ready, we’ll complete onboarding securely, connect your financial systems, and establish a dependable monthly process.