Ongoing Monthly Accounting and Advisory
For Solo Business Owners and Small Teams
Starting at $350 per month
Running a business means making decisions constantly. Hiring. Pricing. Timing purchases. Planning for taxes. None of that works when your books are outdated or hard to trust.
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This service is built for service-based business owners who want reliable, professional accounting without hiring in-house staff. The goal is simple. Keep your numbers accurate, up to date, and useful so you are never guessing when it matters most.
Instead of scrambling at tax time or reacting after decisions are already made, you have steady financial visibility throughout the year.
Who This Service Is Built For​
This level of support is a strong fit for:
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Solo business owners and consultants
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Service-based businesses
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Small teams without internal accounting staff
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Owners who want clarity without being buried in financial admin
Clients at this level value knowing their books are handled correctly and that someone is paying attention before problems pile up.
What Monthly Accounting Support Looks Like in Practice
At this level, accounting is about consistency and clarity. The focus is keeping your numbers current, understandable, and usable so day-to-day decisions are based on real information instead of assumptions.
Your bookkeeping and reconciliations are handled consistently so your financials reflect what is actually happening in your business, not what happened months ago.
When numbers are current, they stop being intimidating and start being useful.
Books That Stay Current
You receive clear financial statements that help you understand:
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Your business’s performance
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Where money is going
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Whether you are actually profitable
We do not just generate reports and disappear. We help you understand what the numbers mean and how they connect to real decisions.
Financial Statements You Can Use
Tax planning works best when it is done proactively, not rushed at filing time.
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With up-to-date financials, tax exposure can be identified early and decisions can be timed intentionally. This helps reduce surprises and avoids the last-minute cleanup that leads to missed opportunities.
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Tax return preparation is quoted separately based on complexity, but tax strategy is part of the ongoing relationship.
Tax Strategy Built Into the Year
You are not left wondering whether your accountant will respond.
Clients have access to a secure client portal and consistent communication, backed by a 24-hour business response standard. Questions get answered. Issues get addressed before they turn into stress.
Communication That Doesn’t Disappear
What Support May Include
Essential support designed without unnecessary complexity. Services are customized to your business operations and the level of involvement needed for accuracy.
Depending on your business structure and needs, support at this level may include:
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Monthly bookkeeping and account reconciliations
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Clear, usable financial statements
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Proactive tax planning throughout the year
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Secure client portal access
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Consistent communication and accountability
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A 24-hour business response standard​
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Services are scoped based on transaction volume, complexity, and support needs. Pricing reflects the level of involvement required, not a one-size package.
How Getting Started Works
Getting started is straightforward and structured. The goal is to establish reliable financials first, then move into steady monthly support that keeps everything on track.
Step 1:
Discovery Call
Step 2:
Get the Books Clean
Step 3:
Monthly Support Begins
We learn about your business, your goals, and what kind of support you actually need. You learn how we work. This is a no-pressure conversation to see whether this level of support makes sense.
If cleanup is needed, it is handled first. Messy books are common and nothing to be embarrassed about. The goal is to establish accurate, reliable financials before moving forward
Once your books are current, monthly accounting and advisory support begins. From there, your numbers stay accurate, and your financial picture stays clear.
Why This Approach Works
Many business owners only talk to their accountant once a year. By then, the numbers are old and decisions are already locked in.
This service exists to prevent that cycle.
When accounting is handled consistently, you:
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Spend less time worrying about your books
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Make decisions with confidence instead of guesswork
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Avoid tax season panic
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Stay in control as your business grows
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The relationship is designed to support you over time, not just check a box once a year.
Important Notes
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We do not offer one-time bookkeeping or a standalone cleanup
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This service is built around a long-term working relationship
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Support scales as your business grows​
Clarity Without the Overwhelm
Support That Matches Where You Are
If you want your accounting handled consistently, your numbers to actually make sense, and a partner who stays involved, this service is designed for you.
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Let’s talk through your business and see whether monthly accounting and advisory support is the right next step.
Book a Discovery Call
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