Stress-Free Bookkeeping Starts Here
We handle the numbers so you can focus on growing your business.
Personalized Bookkeeping Services
For businesses with simple books and a single sales channel. This tier includes the following:
Monthly bank and credit card reconciliation
Qbo/Xero set up
Monthly P&L and Balance sheet
Real support from a real person
For growing businesses juggling more accounts and more moving parts. This tier includes the following:
Everything in Essentials tier
Multiple account and channel reconciliation
Monthly check-in call
Weekly categorization and all 3 reports monthly
For growing businesses juggling more accounts and more moving parts. This tier includes the following:
Everything in Growth tier
Ongoing strategic guidance
Quarterly planning for estimated tax payments
Budget planning and forecasting
Your Friendly Finance Team
Your Friendly Accountant is not your typical accounting firm. You will have a dedicated accountant who can support your business as it grows. We will handle your monthly books, keep your financial records clean, and make sure you are all set when tax time inevitably approaches. We strive to explain your numbers in a simple way and without all the technical jargon. All this for one flat fee monthly. No hourly surprises so you know exactly what you’re paying every month.
Client Reviews
“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
— DLDPT.co