Strategic Bookkeeping
Our mission is reliability: proactive support, clear answers, and guidance you don’t have to chase.
Strategic Bookkeeping is our done-for-you framework to keep your finances clean, consistent, and ready to guide decisions.
Compliance Bookkeeping
- Monthly Strategic Bookkeeping
- Reconciliations for all bank, credit cards and loans
- Monthly Close and Financial Review
- Year-end bookkeeping review, year-end adjustments, and tax-ready reports
- Coordination with your CPA/EA for year-end tax filing purposes
- Encrypted client portal for questions and document storage
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Reliable Support
Client Portal Support
Response Time: within 10 business days
Starting at $399/mo*
Additional Available Add-On Services:
- HIPAA Compliant Bookkeeping
- Contractor/1099 Vendor Reviews and/or Filing**
Essential Bookkeeping
- Everything in Compliance Services
- Location Tracking
- Merchant account reconciliations
- Quarterly Comprehensive Financial Reports
- Expense Management Strategies
- Standard Metrics and/or KPI Tracking
- Financial Insights to explain the historical movement of your numbers
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Responsive Support
Client Portal Support with Limited Email Availability
Response Time: within 4 business days
- Year Round Access for “Quick Questions”
Starting at $699/mo*
Additional Available Add-On Services:
- Payroll Processing
- Limited Advisory services available after 3 months
Proactive Bookkeeping
- Everything in Essential Services
- Weekly Strategic Bookkeeping
- Location or Class Tracking
- Monthly Comprehensive Financial Reports
- Financial Report Customization
- Advanced Metrics and/or KPI Tracking
- Proactive insights that turn your numbers into actionable next steps
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Expedited Priority Support
Client Portal Support with Unlimited Email Availability
Response Time: within 2 business days and often sooner - Year Round Access for “Quick Questions”
- Strategic Decision-Making Assistance
Starting at $1399/mo*
Additional Available Add-On Services:
- Cash Flow Optimization/Assistance
- Monthly or Quarterly Financial Review Meetings via Zoom
- Advisory services available after 3 months
* Starting at” prices are based on up to 50 transactions monthly and up to 2 bank/credit accounts. Your specific business needs will determine your package pricing, including the number of financial accounts and merchant accounts, transaction volume, service frequencies, compliance requirements, and federal and state obligations.
** 1099 preparation and filing is offered only to clients receiving our monthly bookkeeping services for the full calendar year.
We Also Offer:
QuickBooks Set-up:
- Set up of new QuickBooks Online Account
- Business Information Import and Settings Customization
- Customize the Chart of Accounts to match the business structure
- Full Balance Sheet setup (loans, equity, etc)
- Bank Feed Set-up
- Invoice settings/designs
- Point of Sale Linking with Report Mapping
- Payroll Integration with Mapping
- Starting Balances Verification and Import
Starting at $350*
Other Services
- Receipt Digitization
- Receipt to QuickBooks Expense Matching
- Invoicing
- Chart-Of-Account Restructuring
- Payroll System Set up and Integration
- Catch-Up Bookkeeping for the current year
- Clean-Up of Prior Years
- Diagnostic Reviews
- Profit First Set up with Relay Bank with or without Ongoing Monitoring and Assistance
Custom Pricing
How it Works
Reliable bookkeeping starts with a solid system, and stays reliable with proactive guidance.
Step 1: Consultation
We start with a short discovery call to learn how your business runs, what’s currently working (and what isn’t), and what you need from your books. If we’re a good match, you’ll get clear next steps. No pressure. No guesswork.
Step 2: Plan
After our call, I’ll put together a clear plan based on your business. It will address what needs to happen first, recommendations for going forward, and exactly what’s included. You’ll receive a proposal with scope, timeline, and pricing so you can make a confident decision.
Step 3: Onboarding
Once you’re ready to start, onboarding is simple and structured. You’ll get access to your client portal, I’ll connect the accounts we need, and we’ll set up a bookkeeping workflow that fits how you operate.
