BOOKKEEPING SERVICES
Bookkeeping That Keeps You Clear, Not Guessing.
You deserve to know exactly where your business stands, without digging through spreadsheets or wondering if the numbers are right. Based in Wisconsin, we help small business owners across the country get bookkeeping support that's clear, accurate, and dependable.
Choose an ongoing monthly tier below, or scroll down for one-time support: a cleanup, a fresh setup, or a focused financial review.
Ongoing Service Tiers
Our monthly bookkeeping service tiers are designed to meet you where you are and grow with you. Whether you need basic tracking and reporting, deeper financial insight, or comprehensive strategic planning, choose the level of support that aligns with your business needs and goals right now and scale as you need in the future.
Essentials
Growth
Strategic
Need to get clear on your business finances?
Schedule a free discovery call, and we'll talk through where things stand and which level of support is the right fit for your business.
One-Time Services
Targeted support when you need clarity, cleanup, or a strong financial foundation.
Sometimes you do not need ongoing bookkeeping. You just need focused support to review your books, clean things up, or get your systems set up correctly. These one-time services are designed to help you move forward with more clarity and confidence.
Click on each service below to learn more.
We take a focused look at your bookkeeping to show you where things stand, what needs attention, and what would improve your reporting going forward.
This service may include:
- Review of your current bookkeeping records
- Chart of accounts review and restructuring recommendations
- QuickBooks or Xero diagnostic review
- Review of your financial reports for accuracy and clarity
- Identification of inconsistencies, gaps, or problem areas
- Recommendations for cleanup, reporting improvements, or ongoing support
- Year-end bookkeeping review to help prepare for tax-season handoff
- Follow-up meeting to walk through findings and next steps
Best for:
Business owners who want a clearer picture of their books before making decisions, cleaning things up, or moving into ongoing support.
Pricing:
Every project is quoted individually based on the scope of work involved. After a quick conversation about where things stand, you’ll receive a clear, upfront quote before any work begins, no surprises.
If your books are behind or you can’t trust what they’re telling you, we get them back in order and bring your records current.
This service may include:
- Catch-up bookkeeping for overdue months
- Cleanup of disorganized or inaccurate records
- Historical account reconciliation
- Correction of miscoded, duplicated, or missing transactions
- Review and organization of prior-period bookkeeping
- Account adjustments and restructuring support
- Preparation for tax-season readiness or transition into ongoing bookkeeping
- Summary of what was corrected and what still needs attention
Best for:
Business owners who know their books need work before they can move forward with confidence.
Pricing:
Every project is quoted individually based on the scope of work involved. After a quick conversation about where things stand, you’ll receive a clear, upfront quote before any work begins, no surprises.
We build a cleaner, more functional bookkeeping system, from a brand-new QuickBooks or Xero setup to fixing what’s already in place. That means reviewing your software, structure, reporting, and workflow, then organizing it into something that actually works for your business.
This service may include:
- New QuickBooks or Xero setup
- Review of your existing software and configuration
- Chart of accounts creation or restructuring
- Financial reporting setup and customization
- Workflow and automation improvements
- Review of connected tools and integrations
- Recommendations to improve efficiency and consistency
- Walkthrough of your system and next steps
Best for:
Business owners who are setting up new accounting software or want their current system organized and functioning more effectively.
Pricing:
Every project is quoted individually based on the scope of work involved. After a quick conversation about where things stand, you’ll receive a clear, upfront quote before any work begins, no surprises.
How It Works
A clear process designed to make financial support feel organized, manageable, and easy to begin.
From the first conversation to ongoing service, each step is structured to keep expectations clear and the setup process straightforward.
Discovery Call
Book your free call and answer a few quick questions about your business ahead of time so we can make the most of our conversation. We'll talk through your current setup, what feels unclear, and what kind of support fits best.
Custom Quote
Within 24 hours of our call, you'll receive a custom quote: one clear document with your recommended service, the scope of work, and a simple way to sign your engagement letter, make payment, and schedule your onboarding meeting.
Client Portal & File Collection
Once we receive your signed agreement and payment, you'll get access to your secure client portal, where you'll share documents and financial information and stay connected with us going forward.
Bookkeeping Begins
Once we have what we need, work begins. From there, support runs according to your tier: monthly reports, review meetings, and ongoing communication through your client portal.
FAQs
How much does bookkeeping cost for a small business?
Our monthly bookkeeping tiers start at $300/month, with the right fit depending on your transaction volume and how much support you want. We also offer one-time services for cleanup, setup, or a financial review, each quoted individually.
What's included in monthly bookkeeping services?
Every tier includes transaction categorization, account reconciliation, and core financial reports like your Profit & Loss and Balance Sheet. Higher tiers add more hands-on support, deeper reporting, and strategic review meetings.
Do I need to already use QuickBooks or Xero?
No. If you're not set up yet, we can handle the full setup for you. If you're already using one, we'll work within your existing system.
What if my books are behind or disorganized?
That's exactly what our Bookkeeping Cleanup & Catch-Up service is for. We'll get everything current and accurate, whether that means a few missed months or a longer backlog.
How do I know which tier is right for me?
That's what the free discovery call is for. We'll talk through your business and transaction volume, and you'll walk away with a clear recommendation, no guesswork.
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Notary Services:
Serving Western Wisconsin
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Our team works on Central Standard Time (CST). We support businesses across the country as long as we’re not expected to operate in your local hours in real time.
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