Take control of your business finances with precision, confidence, and expert guidance

Our Bookkeeping Plus+ service goes beyond basic transaction tracking. It’s designed for growing businesses that need consistent, detailed insights into their financial health without hiring a full-time accounting team. Whether you’re scaling up or simply want more visibility into your numbers, Bookkeeping Plus+ is your financial co-pilot.

What’s Included

Advanced Monthly Bookkeeping

We handle all sales deposit and expense transaction categorization with accuracy, ensuring your books are always clean and up to date.

Chart of Accounts Set Up

We organize your financial accounts from day one, ensuring a seamless setup for accurate categorization and reporting.

Bank and Credit Card Reconciliations

We match your bank and credit card statements to your accounting software each month so you can trust your balances.

Receipt Management

Send us your receipts we organize, categorize, and store them digitally for easy access and audit readiness.

Financial Statements

Each month, you’ll receive up to three easy-to-understand Financial Statements which can include Profit & Loss, Balance Sheet, Statement of Cash Flows, Statement of Equity, or a Custom Report so you always know where you stand.

Unlimited Email Support

Have questions about your books or reports? Our team is just an email away with a guaranteed response within two business days.

Free Quarterly Consultation

Every three months, we’ll check in with a complimentary consultation to discuss your financials and answer questions.

Accounts Receivable & Accounts Payable Management

We manage your invoicing and bill payments – tracking receivables for timely collections and payables for prompt vendor settlements, so your cash flow stays healthy and predictable.

Bookkeeping Comparison

Feature	Basic Bookkeeping	Bookkeeping Plus+
Monthly Bookkeeping (Sales Deposit / Expense Transaction Categorization)	✓ Included	✓ Included
Bank Reconciliations	✓ Included	✓ Included
Receipt Management	✓ Included	✓ Included
Management Reports (P&L and Balance Sheet)	✓ Included	✓ Included
Unlimited Emailing (Response within 2 business days)	✓ Included	✓ Included
Free Consultation (Every 3 months)	✓ Included	✓ Included
A/R Management	–	✓ Included
A/P Management	–	✓ Included
Personalized Video Business Insight Report	–	✓ Included

Feature	Basic Bookkeeping	Bookkeeping Plus+
Chart of Accounts Set Up	✓ Included	✓ Included
Monthly Bookkeeping (Sales Deposit / Expense Transaction Categorization)	✓ Included	✓ Included
Bank and Credit Card Reconciliations	✓ Included	✓ Included
Financial Statements	Up to 2 (Profit & Loss, Balance Sheet)	Up to 3 (Profit & Loss, Balance Sheet, Statement of Cash Flows, Statement of Equity, or a Custom Report)
Free Quarterly Consultation Call	✓ Included	✓ Included
AR / AP Management	–	✓ Included
Management Reports (A/R Aging, A/P Aging)	–	✓ Included
Free Personalized Video	–	✓ Included

Our Process

Book

Book A Consultation. Tell me about your business, fill out my brief, and I will set up a meeting to review your specific needs.

Step 1

Engage

Now we begin the process of setting up or reviewing your existing books.

Step 2

Automate

We use automation and manual control to ensure the process is simple, seamless, and straightforward for you.

Step 3

Control

Accurate and complete books put you in control.

Step 4

Request a Quote

You’re not just getting compliance—you’re getting clarity. Bookkeeping Plus+ gives you the tools, insight, and support you need to make informed decisions, increase profitability, and build financial peace of mind. Perfect for small business owners, solo entrepreneurs, and growing teams ready to level up their back-office operations.