Looking for
Bookkeeping Services Near Me?
We've Got You Covered!
Our Bookkeeping Service Packages let you...
☑ Choose the perfect service level for your business needs.
☑ Get expert bookkeeping support, from self-paced learning to full-service management.
Shield
Reactive InterpretationClarity on the Past
- Bookkeeping Updates Monthly
- Accounts Reconciled Monthly (w/ Statements)
- Financial Statements + FS Visual Sent
- Secure Client Portal
- Real-Time Meetings
- Receipt Management & Attachment
- QBO Data Backup Services
- Cash Flow Advisory
- Quarterly Strategy Sessions
- Financial Impact Analysis
Who the Shield Package is for:
- Businesses that only need compliance-level bookkeeping.
- Owners who prefer to review financials on their own without regular advisory meetings.
- Those who rely solely on bank feed data, organizing receipts themselves.
- Shield is our Done-With-You Solution
Who the Spear Package is for:
- Business owners who want strategic financial oversight.
- Those who want proactive guidance on profitability and overall financial health.
- Businesses seeking detailed transaction tracking and hands-on advisory support.
- Spear is our Done-For-You Solution
Phalanx
Secure a LegacyControl Your Finances
- Bookkeeping Updates Weekly
- Accounts Reconciled Monthly (w/ Statements)
- Financial Statements + FS Visual Sent
- Secure Client Portal
- Real-Time Meetings
- Receipt Management & Attachment
- QBO Data Backup Services
- Cash Flow Advisory
- Quarterly Strategy Sessions
- Financial Impact Analysis
Who the Phalanx Package is for:
- Established business owners who want full financial control & stability.
- Those who require deep-dive financial strategy & cash flow optimization.
- Companies looking to maximize profit, plan for expansion, and secure their financial future.
- Phalanx is our Done-For-You++ Solution
Add-On Bookkeeping Services
Cash Flow Consulting
Cash is the lifeblood of your business... Control it!
Gain visibility into your current and future cash position.
Stop making decisions in a vacuum – plan ahead with clarity.
Work toward your financial goals with confidence!
Financial Impact Analysis
Where has cash vanished
within your business?
Identify where cash is disappearing in your business.
Diagnose financial inefficiencies and implement a recovery plan.
Improve profit, boost cash flow, and optimize financial health.
Profit First
Cash Management System
Never wonder why your P&L shows profit but your bank account doesn’t!
Strategically allocate funds for:
Profit – Cash in the bank to correlate with your profits.
Owner’s Pay – Ensure consistent paychecks.
Taxes – Avoid tax bill surprises by saving proactively.
Force your business to pay you tax bill.
Operating Expenses – Maintain lean & efficient operations.
Need a DIY Bookkeeping Option?
Try Our QBO for Startups Course!
Learn How to Manage Your Own Books with Confidence!
QBO for Startups is a step-by-step course designed for small business
owners who want DIY bookkeeping while avoiding costly mistakes.
One-Time Investment of $497
Take control of your business finances!
Why Small Businesses Trust Our Bookkeeping Services Near Me
They get clarity, compliance, and expert financial insights!
How to Get Started with Our Bookkeeping Services
Step 1: Choose Your Package
Pick the service level that fits your business needs.
Step 2: Book a Free Consultation
Discuss your goals & financial concerns with our team.
Step 3: Let Us Handle the Bookkeeping!
You focus on growing your business while we ensure your books are accurate.