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.
Whether you need ongoing management, a fresh start, or a one-time review.
Browse our monthly service tiers below, and scroll further to explore one-time options for cleanup, setup, or a targeted 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.
that need accurate monthly
bookkeeping, clear core reports, and
dependable ongoing support.
Essentials
that need both monthly bookkeeping and
more hands-on support with payables,
receivables, and financial review.
Growth
that want deeper financial visibility,
recurring review, and more proactive support
for planning and decision-making.
Strategic
Need to get clear on your business finances?
Schedule a free discovery call to talk through what feels unclear, what kind of bookkeeping support you need, and which level of service 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.
A focused review designed to help you understand where your bookkeeping stands, what needs attention, and what steps would improve clarity, accuracy, and reporting.
This service may include:
- Review of your current bookkeeping records
- Chart of accounts review and restructuring recommendations
- QuickBooks or Xero diagnostic review
- Review of financial reports for accuracy, clarity, and usefulness
- 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:
Pricing is based on complexity and scope.
If your books are behind, disorganized, or no longer reliable, this service is designed to help get them back in order and bring your records up to date.
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
- Adjustment and restructuring support where needed
- 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:
Pricing is based on complexity and scope.
Whether you are starting fresh or improving an existing system, this service is designed to help you create a cleaner, more functional bookkeeping setup. We’ll review your software, structure, reporting, and workflow so your financial system is better organized, easier to manage, and more useful to your business.
This service may include:
- New QuickBooks or Xero setup
- Review of your current accounting software setup
- 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, consistency, and ease of use
- 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:
Pricing is based on complexity and scope.
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.
Bookkeeping & Financial Call
Every client begins with a free 1-hour Bookkeeping & Financial Call. We’ll talk through your business, your current financial setup, what feels unclear or overwhelming, and what kind of support would best fit your needs.
Custom Quote
After the call, you’ll receive a custom quote outlining the recommended service tier or one-time support option, along with the scope of work and next steps.
Service Agreement & Confirmation
Once you choose your service, we’ll send your Engagement Letter and invoice to make everything official. If needed, we may also schedule a brief onboarding meeting to clarify workflow, reporting expectations, or any remaining questions before service begins.
Client Portal & File Collection
Once your signed Engagement Letter and payment are received, you’ll receive access to your secure SharePoint client portal. This is where you’ll submit requested documents, share financial information, and access ongoing files and communication.
Bookkeeping Begins
Once the requested documents, financial information, and account access are received and confirmed, service begins. From there, support is delivered based on your selected tier and may include monthly reporting, financial review meetings, and ongoing communication through your secure client portal.
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Notary Services:
Serving Western Wisconsin
All Other Services:
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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