Bookkeeping Advisory Services

Sometimes, you don’t need a full-service bookkeeper—you just need guidance when you hit a roadblock. Whether you’re looking for help reconciling tricky accounts, checking your work, or getting advice on best practices, our Bookkeeping Advisory Services are here to support you.

We offer three advisory options, each designed to give you just the right amount of help for your business’s unique needs:

Just Starting

Ideal for small to medium businesses that are just getting started or aren’t sure what level of support they need.

• Weekly 1:1 meeting (30 minutes) via Zoom or another virtual platform
• Email support for any questions or issues outside the weekly meeting
• Review of one chosen topic each week, focusing on key areas of need
• Analysis of weekly transactions with a list of recommended corrective actions if needed

Eager Learner

Perfect for small to medium businesses that handle their own daily bookkeeping but want regular validation of their work.

• Three 1:1 meetings per week (45 minutes each) via Zoom or another virtual platform
• Chat and email support for questions outside of meetings (available three days per week)
• Review of two chosen topics in each meeting, with a focus on key bookkeeping practices
• Financial report review to identify discrepancies and provide recommendations for cost-saving, efficiency, and growth

Learning Guru

Ideal for businesses managing their own books but seeking expert guidance on more complex procedures and efficiencies.

• Four 1:1 meetings per week (60 minutes each) via Zoom or another virtual platform
• Full support via chat, text, email, and phone for any questions throughout the week
• Review of three topics in each meeting, including advanced financial review and reporting
• Workflow tips and QuickBooks training to enhance efficiency and adopt best practices as you manage your bookkeeping