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Our Services
01
Monthly Bookkeeping
Accurate, organized financial records that provide consistent visibility into your business performance.
Includes:
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General ledger maintenance
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Monthly bank & credit card reconciliations
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Financial statement preparation (P&L, Balance Sheet, Cash Flow)
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Accounts payable entry and vendor record maintenance
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Ongoing transaction management
This is the foundation.
02
Payroll & Compliance
Reliable payroll processing and regulatory reporting to keep your business compliant and your team supported.
Includes:
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Payroll processing and reporting
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Payroll tax filings
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Sales tax calculation and submission
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Annual 1099 preparation and e-filing
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Coordination with CPAs and financial institutions
This protects the business.
03
Operational Financial Support
Structured financial oversight for growing businesses with evolving operational needs.
Includes:
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Annual budgeting assistance
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Quarterly budget review & updates
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Forecasting support
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Third-party communication (CPAs, auditors, financial institutions)
This elevates the business.
Our Approach
Keeping the Books was built to provide organized, dependable financial management for operational businesses that require accuracy and consistency.
Our work is grounded in structured systems, clear reporting, and reliable communication. We focus on maintaining clean records, ensuring compliance, and supporting businesses with the financial visibility they need to operate confidently.
We intentionally maintain a limited client roster to ensure responsiveness and attention to detail.
Investment
Our bookkeeping partnerships are customized based on transaction volume, payroll complexity, and operational needs.
Monthly engagements begin at $650.
All new clients complete a discovery consultation and onboarding assessment prior to engagement.
A one-time onboarding assessment is required for all new clients. Fees begin at $650 and vary based on the condition and complexity of existing records.