Your Business Deserves More Than Just Bookkeeping
Every business is different, but staying organized is essential to every success story. Here’s how we can help you build a stronger financial foundation.
Foundational Bookkeeping Services
Available for all industires.
Bookkeeping Diagnostic + Strategy Plan
A one-time review of your books with a custom strategy to get you organized and moving forward.
✅ Review of current bookkeeping file
✅ Identification of gaps and inefficiencies
✅ Custom improvement plan with next steps
✅ Recommendations for tools, setup, or cleanup
✅ Strategy call or walkthrough of findings
Cleanup & Catch-Up Services
For businesses behind on bookkeeping that need accurate, complete records.
✅ Reconciliation of past months/years
✅ Categorization of uncategorized transactions
✅ Correction of errors in chart of accounts
✅ Adjustments for payroll, loans, or assets
✅ Updated reports delivered when complete
New Bookkeeping System Setup
Build your books right the first time (or rebuild with clarity).
✅ QuickBooks Online setup or rebuild
✅ Custom chart of accounts tailored to your industry
✅ Bank feed connection and rule setup
✅ Starting balances and historical data entry
✅ Training session or walkthrough of your new system
Ongoing Monthly Bookkeeping Support
Keep your books current, clear, and decision-ready all year long.
✅ Monthly bank and credit card reconciliations
✅ Categorization of income and expenses
✅ Financial statement delivery (P&L + Balance Sheet)
✅ Monthly notes or dashboard summary
✅ Ongoing Q&A support and review calls (if applicable)
Every industry has its own rhythm. That’s why we offer bookkeeping support designed around the way you work.
Specialized Industry Services
Tailored to Your Business Type
Trades Professionals
(Contractors, Plumbers, Electricians, Landscapers, etc.)
✅ Job-Costing Support
✅ Project-Based Income Tracking
✅ Cash Flow Monitoring
✅ Invoicing + Payment System Streamlining
Real Estate & Property Managers
(Flippers, Landlords, Property Managers)
✅ Property-Level Financial Tracking
✅ Rent Roll & Owner Distribution Management
✅ ROI Reporting and Cash Flow Planning
✅ Reserve Fund Setup Assistance
Homeowners Associations (HOAs)
✅ Dues Tracking and Owner Account Management
✅ Budget vs. Actual Reporting for Board Visibility
✅ Special Assessment Tracking and Reserve Studies
✅ Delinquency and Collections Reporting Setup
✅ Financial Statement Preparation for Meetings
✅ Vendor Bill Tracking and Payment Organization
Self-Employed Service Professionals
(Salon Owners, Tattoo Artists, Pet Care Providers, Dance Studios)
✅ Point of Sale (POS) Integration Setup
✅ Sales Tax Organization
✅ Simple Income/Expense Tracking Systems
✅ Mileage and Home Office Deduction Tracking
CPA & EA Firms
(Internal Firm Support Only)
✅ Monthly Firm Bookkeeping & Reconciliations
✅ Partner/Owner Draw Tracking
✅ Internal AR/AP Management
✅ Quarterly Visibility Check-Ins
✅ Workflow Streamlining for Firm Operations
Crafty Projects & Processes
(Consulting Services–Accountability and operational strategy for growing businesses and CPA firms.)
✅ Workflow Reviews & SOP Development
✅ Internal Project Management Support
✅ Capacity Planning + Accountability Systems
✅ New Service Launch Planning & Rollout Support