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Bookkeeping Advisory Services

Bookkeeping Advisory Services


Maybe you're not looking for a bookkeeper, maybe you want to handle the business books, but would like someone to guide you should you get "stuck", or a second set of eyes when your checking account won't reconcile?  

Our bookkeeping advisory services are a great fit for these needs. We offer (3) different advisory options to choose from to ensure you find just the right amount of help you're looking for:

  • Just Starting - This is for small to medium businesses just starting out, or that just aren't sure what they need and includes-
    • 1:1 meeting 1x a week via zoom or other virtual platform up to 30mins
    • Email correspondence for all other items not covered in weekly meeting.
    • Choice of 1 topic to review in weekly meetings
    • Review of weekly transactions and list of recommended corrective actions if needed
  • Eager Learner - This option is best suited for small to medium business's that handle their own daily bookkeeping, but wanting validation of work done in books and includes-
    • 1:1 meetings up to 45 mins. 3x week via zoom or other virtual platform
    • Chat & email correspondence for items not covered in meetings 3x a week. 
    • Choice of 2 topics to cover in weekly meetings
    • Review financial reports for any discrepancies, offer bookkeeper recommendations in areas such as increasing sales, lowering vendor expenses and much more. 
  • Learning Guru - This option would be ideal for a business that handles its own books, and is constantly looking for ways to increase efficiencies, guidance on less standardized procedures and includes-
    • 1:1 meetings up to 60 mins 4x week via zoom or other virtual platform
    • Chat, Text, Email & Phone support for questions not covered in meetings throughout the week
    • Choice of 3 topics to cover in weekly meetings and review of financial reports 
    • Additional tips to maximize workflows as well as training in QuickBooks where we would guide you on best practices to use as you complete your bookkeeping for the business.
  • No Boundaries Learning - This option is our most extensive option and includes the following-
    • Unlimited weekly meetings Mon-Fri. Meaning: Lets say we wrapped up our meeting 2hrs ago but you find something to review or would like further guidance on - No Worries - just send us a quick chat and we will jump back on through our virtual platform to answer your questions. 
    • Contact us by chat, text, email, phone or any other reasonable communication method during our office hours Mon-Fri
    • Multiple topics to cover in weekly meetings 
    • Training materials to help you learn the basics as well as advanced functions within QuickBooks
    • 1 meeting each week dedicated to training in QuickBooks

Let’s Connect

We know that the bookkeeping needs of each business or family are unique. Looking for bookkeeping services? Have questions about your taxes? Use our form to tell us more about your needs or concerns and receive a response by email , and schedule your FREE consultation. Or call and speak with a professional bookkeeper today. 

Please allow 24-48 hours for a response by email. For a faster response you can call or send a text message to (509)438-3779