BOOKKEEPING & FINANCIAL MANAGEMENT SERVICES

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BOOKKEEPING & FINANCIAL MANAGEMENT SERVICES *

  • Monthly Bank and Credit Card Reconciliations

  • Accounts Receivable Review

  • Fixed Asset Review

  • Inventory tracking & cost monitoring

  • Accounts Payable Review

  • Payroll Accounting

  • Transaction Recording & Categorization

  • Monthly financial reporting package

  • CPA oversight & advisory

Our monthly bookkeeping services provide comprehensive financial oversight to ensure your records remain accurate, organized, and decision-ready. Services include transaction recording, bank reconciliations, payroll accounting, inventory tracking, financial statement preparation, and CPA-level review and analysis. We help business owners maintain financial clarity, improve operational efficiency, and make informed business decisions with confidence.

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Ideal Clients


Services are ideal for nonprofit organizations, small businesses, governmental service providers, Tribal governments, and product-based businesses that need accurate financial records, payroll support, inventory tracking, and CPA‑level financial oversight.

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Key Benefits

  • Accurate, timely financial records tailored to fund accounting and grant requirements for nonprofits and Tribal governments.

  • Payroll processing and compliance, including multi-jurisdictional withholding, benefit reporting, and contractor vs. employee analysis.

  • Inventory tracking and cost-of-goods-sold reporting for product-based businesses, with periodic reconciliations and margin analysis.

  • CPA-level financial oversight: month-end close procedures, internal controls, financial statement preparation, and audit readiness.

  • Custom reporting for stakeholders: board and grantor reports, budget vs. actuals, cash flow projections, and performance metrics.

  • Scalability and technology integration: cloud accounting platforms, payroll systems, and inventory solutions that grow with your organization.

  • Compliance and risk management: regulatory compliance and tailored internal control recommendations.

Engagements can include bookkeeping, part-time CFO/Controller services, payroll administration, inventory management, and preparation/review of financial statements to support audits, grant compliance, and strategic decision-making.

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Monthly Service Packages

Customized monthly bookkeeping and financial management packages are available based on business size, transaction volume, payroll needs, and reporting requirements.

Starting at $1,350/month

Cleanup, catch-up bookkeeping, budgeting, and forecasting, may be quoted separately.