Bookkeeping
For
Small
Business
Your business is unique. We tailor a plan to your specific needs to make sure your Accounting & Bookkeeping systems work for you. Below are three options we can start from and customize to what you need.
Represent your favorite bookkeeping firm with a sweet lid. We only made a limited amount of them, so get yours and shake hands with anyone else you see that has one!
Details:
White adjustable hat
High unstructured crown
Green raised lettering and embroidered cursive
Green and white rope at the base of the bill
Free shipping!
Represent your favorite bookkeeping firm with a sweet lid. We only made a limited amount of them, so get yours and shake hands with anyone else you see that has one!
Details:
White adjustable hat
High unstructured crown
Green raised lettering and embroidered cursive
Green and white rope at the base of the bill
Free shipping!
Monthly Service Options
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Monthly Service Options
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Monthly Service Options
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Monthly Service Options ✳︎ Monthly Service Options ✳︎ Monthly Service Options ✳︎
Just the Books
The Focus:
You need to know where your business’s money is coming from and where it is going.
Best for:
Solo operators
Small gyms
Service-based professionals (Example - Wedding Venues)
Includes:
Creation of QuickBooks Online account if not already available
Full income & expense categorization every month
Organized tracking for vendors and clients
A clean, custom Chart of Accounts
Monthly P&L, Balance Sheet, and Cash Flow reports sent straight to your inbox
Why you need it:
You work hard to keep your business running, make sure you actually have the numbers you need to sustain it.
Books & Dashboard
The Focus:
Money is a story and you need to customize it for your business.
Best for:
Growing solo operators and small teams (1-3 employees)
Local gyms and fitness studios
Service-based professionals (Example - Wedding Venues)
Includes:
Everything in Just the Books (QuickBooks setup, full monthly categorization, vendor/client management, and standard financial reports)
Equity Tracking added to your report package
Custom Monthly Dashboard created and emailed to you each month to track your business performance at a glance
Why you need it:
You work hard to keep your business running, make sure you have everything you need to sustain it, understand it, and stay in total control.
Books, Dashboard & Budget
The Focus:
If you have a team, or partners who need to see where the business is heading, this will give you the tools you need.
Best for:
Solo operators and family-owned businesses
Local gyms and service-based businesses
Businesses with small teams that need clear financial communication
Business owners preparing to expand, hire, or invest in the future
Includes:
Everything in Books & Dashboard (QuickBooks set up, full monthly bookkeeping, vendor/client management, standard reports, and your custom monthly dashboard)
Monthly Budgeting & Projections updated to track against your financial goals
Monthly Executive Slide Deck created to present clear financial updates to your team
Why you need it:
You work hard to keep your business running, make sure you have the numbers and tools you need to grow it and lead your team.
