Bookkeeping & Advisory Services

We keep your books tidy and up to date by regularly reviewing your QuickBooks file, categorizing your transactions, reconciling your bank and credit card accounts, and checking in when we need receipts or details. Whether you need monthly, bi-weekly, or weekly support depends on how fast your business moves. We’ll make sure you stay on top of it all.

Whether you have just a couple of accounts or you’re using the Profit First method with five or more, we’ve got you covered. We track and reconcile each of your active business checking, savings, or credit card accounts so your numbers are clean and complete. No need to worry if you have “too many” accounts. We’re used to it.

You won’t be charged more just because your business is busy. We’ll categorize and reconcile all your transactions each month, no matter how many come through. Whether you have 50 or 500, we’ll make sure everything is handled accurately and on time.

Have a question? Need to clarify something? We’re here for it. You can reach out by email any time and we’ll respond within a reasonable window during business hours. We believe in open communication and keeping things easy to understand.

You’ll receive a clear, easy-to-understand financial report along with a quick video or written summary that walks you through what the numbers actually mean. We’ll highlight what’s going well, flag anything that needs attention, and help you stay informed without needing to dig through spreadsheets.

At the end of the year, we’ll pull everything together into a visual summary that shows how your business performed. You’ll get charts, comparisons, and key takeaways to help you see what’s working and where you’re growing. It’s an easy way to wrap your head around the big picture without digging through reports.

We’ll help you figure out who needs a 1099 and take care of filing those forms for your contractors, vendors, or landlords. We also keep an eye on your annual state compliance (like LLC renewals or corporate filings) and send helpful reminders so nothing slips through the cracks.

We use HubDoc to simplify how you submit receipts and paperwork. It lets you snap photos, email in documents, or sync directly with vendors, so we can keep your records clean and audit-ready. Your HubDoc subscription is included while we’re working together, and if we ever part ways, we’ll transfer ownership of your account to you.

If you’re an S-Corp or have employees, we’ll help set up and manage your payroll using QuickBooks Payroll. You’ll be responsible for running payroll and covering the subscription fee, but we’ll handle the integration, answer your questions, and step in if anything gets tricky. We’re here to make sure your team gets paid on time and everything stays compliant.

Each month, we’ll meet for a focused 30-minute session to review your numbers, talk through goals, and check in on any financial decisions you’re facing. Once per quarter, we’ll extend that time to a full hour so we can dig deeper into strategy, planning, and anything on the horizon. These sessions are your space to ask questions, get clarity, and make confident, informed decisions about your business.

At the start of each year, we’ll meet to reflect on the past 12 months and build a realistic, goal-driven budget for the year ahead. We’ll help you map out your income and expenses based on past trends and upcoming plans, so you have a clear financial roadmap to guide your decisions. If you’d like, we can also include monthly budget-to-actual comparisons to help you stay on track.

Every quarter, we’ll update your forecast using LivePlan so you always have a forward-looking view of your business. This includes projected revenue, expenses, and cash flow, based on both historical data and what’s coming up. You’ll be able to plan proactively, make smarter decisions, and adjust course with confidence instead of reacting at the last minute.

We use LivePlan to create and update your business forecasts, budgets, and long-term financial plans. It allows us to track performance against your goals and give you a clear picture of what’s ahead. Your LivePlan subscription is included while we’re working together, and if our engagement ends, we’ll transfer ownership of the account to you so you can maintain access to your data.