CONCIERGE BOOKKEEPING

Business Finances Made Easy.

Bookkeeping & Month-End Close

Accurate and timely books.

Financial Statement Preparation

Professionally prepared financial statements.

Annual Tax Reporting Package

Making tax season easy. We’ll work directly with your tax professional (or help you find one) so you don’t have to.

Custom Chart of Accounts

We’ll review/setup your Chart of Accounts to ensure it actually reflects the needs of your business.

AR and AP Management

We can send bills and track customer payments for you. If your business uses accrual accounting, we’ll ensure AR and AP are reported correctly.

Unlimited Email Access

Since we’re in it for the relationship, we love it when you ask us questions, and we fight to prioritize ease of communication. Never again will your emails be left unread and unanswered.

Ideal for small businesses generating $100K+ annually.

Schedule a complimentary discovery call.

What is bookkeeping anyway?

Bookkeeping is the process of recording, classifying, and summarizing all financial transactions (sales, expenses, owner draws etc.) of a business.

Clean “books” allow you generate financial statements (P&L, Balance Sheet, Cash Flow Statement) that tell the state and story of your business.

“As a small business owner, my time is my most valuable asset. Hiring a quality bookkeeper was like gaining hours back in my week to focus on growth, knowing the finances were in expert hands.”

Want to level up your accounting and finance knowledge? Visit our blog to learn more.

Why quality bookkeeping is important for small businesses

  • Know how much money is coming in and going out.

  • Understand profitability.

  • Track expenses for tax purposes.

  • Make informed business decisions.

  • Prepare for taxes and potential audits.

  • Provide financial information to lenders or investors.

What bookkeeping isn’t

Bookkeeping is different from tax preparation (though the information is used for taxes) and typically doesn't involve high-level financial strategy like a CFO. It focuses on explaining the past rather than preparing for the future.

Check out our other services

Concierge Bookkeeping

$500-900*

Stop guessing and start making confident decisions. Clean, accurate books that help you understand where your business stands.

Strategic Finance

$1,300 - 2,500*

Financial clarity paired with forward-looking strategy—so you’re not just keeping up, you’re thinking ahead.

*Common price ranges based on existing clients. Fixed monthly prices are based on factors such as size and complexity and will be determined in a free discovery call.

Fractional CFO

$2,500 - 6,500*

Let’s get to work. A trusted financial partner in your corner to help you navigate growth, big decisions, and the story behind your numbers.

Not sure what you need?

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