BOOKKEEPING SERVICES

Clarity. Confidence. Support. Bookkeeping Services That Keep You on Track.

Your Expert Office is here to bring clarity to your finances so you can focus on the work that matters most. Our bookkeeping services are structured to provide steady support, whether you need ongoing management, a fresh start, or a one-time 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.

For business owners who need steady, reliable bookkeeping with core financial tracking and reporting.

Essentials

Accounts Management
Transaction Categorization
Account Reconciliation
Monthly Financial Reports
Accounts Payable Management
Accounts Receivable Management
Advisory Services
Strategic Planning Meeting (ANNUAL)
Monthly Financial Review Meeting
Federal Income Tax Estimation
Proactive Tax Planning
Cash Flow Forecasting
Terms
No Contract - Cancel Anytime
Satisfaction Guarantee
Add-Ons
Payroll: $150/mo + $25/employee/mo
Out-of-Scope Rate: $150/Hr
Ideal for businesses seeking deeper insights and ongoing financial guidance without the in-depth planning.

Growth

Accounts Management
Transaction Categorization
Account Reconciliation
Monthly Financial Reports
Accounts Payable Management
Accounts Receivable Management
Advisory Services
Strategic Planning Meeting (ANNUAL)
Monthly Financial Review Meeting
Federal Income Tax Estimation
Proactive Tax Planning
Cash Flow Forecasting
Terms
No Contract - Cancel Anytime
Satifaction Guarantee
Add-Ons
Payroll: $150/mo + $25/employee/mo
Out-of-Scope Rate: $100/Hr
Comprehensive support for business owners who want financial strategy and advanced planning.

Strategic

Accounts Management
Transaction Categorization
Account Reconciliation
Monthly Financial Reports
Accounts Payable Management
Accounts Receivable Management
Advisory Services
Strategic Planning Meeting (ANNUAL)
Monthly Financial Review Meeting
Federal Income Tax Estimation
Proactive Tax Planning
Cash Flow Forecasting
Terms
No Contract - Cancel Anytime
Satifaction Guarantee
Add-Ons
Payroll: $150/mo + $25/employee/mo
Out-of-Scope Rate: 10hrs/year included, then $75/Hr

Need to get clear on your numbers?

Let’s talk about what level of support is right for you.

Book a Free Foundations Call

One-Time Services

Get Clear. Get Organized. Get Back on Track.
Sometimes, you don’t need ongoing bookkeeping — you just need a reset or a closer look. Our one-time services are designed to provide targeted support when you need it most.

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Financial Review

A comprehensive, one-time assessment of your financials. We’ll review your books, identify key areas for improvement, and provide a detailed report with actionable recommendations. Includes a follow-up meeting to walk through the findings and answer any questions.
Pricing is based on complexity and scope.

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Bookkeeping Cleanup

If your books are disorganized, outdated, or unclear, we can help get them back in order. This service is customized to your specific needs, whether that’s reconciling transactions, correcting entries, or preparing for a fresh start.
Pricing is based on complexity and scope.

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New Accounting Software Setup

Transitioning to QuickBooks or Xero? We can handle the entire setup, from chart of accounts to customized reporting templates. Includes a walkthrough to ensure you’re confident and ready to manage your financials.
Pricing is based on complexity and scope.

How It Works

Clear, Simple, Supportive — From Start to Finish
Our bookkeeping process is designed to keep things clear, organized, and stress-free. Here’s how it works:

  • Financial Foundations Call

    Every client starts with a free 30-minute call to discuss your business, financial needs, and which service tier or one-time service is the best fit. We’ll review your current financial setup, identify pain points, and outline recommended next steps.

  • Onboarding

    Once you select a service tier or one-time service, we’ll schedule an onboarding meeting to gather essential documents, establish communication preferences, and set up your reporting structure. This meeting ensures we’re aligned and ready to get started.

  • Ongoing Communication

    Depending on your service tier, you’ll receive monthly, quarterly, or annual updates. All communication is conducted through Microsoft Teams to keep everything organized and accessible.

Not ready to commit?

Start with a one-time review to get a clear snapshot of your financials.

Start Here
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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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