Outsourced Bookkeeping Services Built for Home Service Businesses
Two plans. Clear pricing. A bookkeeper who knows your industry from the inside.
Essential Plan
Starting at
For the business owner who needs clean books and consistent reporting without the chaos.
We handle your monthly reconciliation, keep QuickBooks current, and deliver clear financial reports on a consistent schedule. Tax season stops being a nightmare.
- Monthly reconciliation of bank accounts and credit cards
- Full QuickBooks Online management
- Monthly Profit and Loss statement
- Monthly Balance Sheet
- Cash Flow report
- Transaction categorization and cleanup
- Year-end prep package for your tax professional
- Email support
Best for: Small home service businesses under $500K in annual revenue.
Book a Call to Get StartedGrowth Plan
Starting at
For the business owner who wants to know what to do next, not just what happened last month.
Everything in the Essential Plan, plus in-depth reporting, monthly advisory check-ins, and a partner who's proactively watching for profit leaks and seasonal trends.
- Everything in the Essential Plan
- Advanced reporting and analysis
- Monthly financial review call with Kerrie
- CFO-style advisory guidance
- Trend tracking and proactive insights
- Job costing review (for applicable businesses)
- Cash flow projections
- Priority response for questions and urgent items
Best for: Growing home service businesses with $500K+ in annual revenue.
Book a Call to Get StartedWhich Plan Is Right for You?
| Feature | Essential | Growth |
|---|---|---|
| Monthly bookkeeping | ||
| QuickBooks management | ||
| Monthly financial reports | ||
| Year-end prep | ||
| Email support | ||
| In-depth reporting | ||
| Monthly advisory call | ||
| Cash flow projections | ||
| CFO-style guidance | ||
| Price | starting at $400/mo | starting at $850/mo |
Not sure which fits? That's what the discovery call is for. We'll talk through your business and tell you honestly what you need.
How It Works
Discovery Call
We talk about your business, your books, and what you actually need. Free, no commitment, no pressure.
Onboarding
We get access to your QuickBooks, connect your accounts, and review where things stand. If cleanup is needed, we handle it here.
Monthly Rhythm
Every month, we reconcile, categorize, and report. You get your financials on a consistent schedule. No chasing. No surprises.
Common Questions About Our Services
Outsourced bookkeeping means you hand your financial record-keeping to a professional who handles it remotely. You don't need to hire in-house — we work virtually and deliver everything through QuickBooks Online.
No. We can help you set up QuickBooks Online if you don't have it yet. If you do have it but it's a mess, we can clean it up. Either way, we start from where you are.
Great. We work alongside your CPA or tax preparer. Clean books make their job easier and often reduce your accounting bill at year-end. Many clients find that the cost of monthly bookkeeping pays for itself in accountant fees alone.
We work on a month-to-month basis. There's no long-term contract required to start. We earn your business every month by being worth it.
Reach out and ask. If it falls outside our scope, we'll tell you honestly. If it's something we can handle or help you find, we will.
The Growth Plan includes CFO-style advisory: monthly financial review calls with Kerrie, cash flow projections, in-depth financial analysis, and proactive recommendations. It's for business owners who want to act on their numbers, not just receive them.
What Clients Say About Working With Us
Let's Figure Out What You Actually Need.
You don't need to know which plan before you call. You just need to reach out. Book a free discovery call and we'll talk through your business. No obligation. No sales pitch. Just a real conversation.