Breathe Easy Bookkeeping

Don’t have time or just don’t understand?

  • Do you need a bookkeeper—because your accountant told you so? Cool.
  • Do you need someone who’s got expertise in Xero or QuickBooks? Rock on. Let’s do it.
  • Do you want to make your accountant super happy? Perfect. Accountants love us.

Bookkeeping

We can set up rules and automation to streamline the data entry so you only have to pay attention to specific questions and we will handle the rest.

Management

If you or someone on your staff enters the day-to-day transactions, but you want a second set of eyes, we can help.  We provide training, oversight, and accountability and just make sure everything makes sense so you can actually use the data to make decisions.

There are several ways to work with us:

Packages

Bronze

Our Essential package:

  • Profit First self-led education program
  • Cash Based Reporting
  • Dedicated Account Manager
  • Bi-Monthly Categorization
  • Monthly Review call
    (30 min)

Silver Advisory

Everything in Bronze, plus:

  • Profit First implementation and quarterly consulting
  • Fractional CFO support
  • Simple Accrual Based Reporting
  • Payroll Import
  • Client/Class Reporting
  • Quarterly Consultation with Senior Bookkeeper
  • Monthly Books Review call
    (60 minutes, optional)

Gold Advisory

Everything in Silver, plus:

  • Profit First implementation, support, and monthly consulting
  • Fractional CFO support
  • Weekly Categorization
  • Monthly Journal Entries
  • Restricted Income Tracking
  • On-Demand Reporting
    (within 3 biz days)
  • Weekly Books Review Call
    (30 min, optional)

*software costs additional

Additional Services

Contact Us for Pricing

  • Quickbooks Online Software Set Up
  • Training in Quickbooks Online
  • Sales Tax Filing
  • Catch Up Bookkeeping
  • Bookkeeping Software Audit
  • 1099 Preparation
  • Bill payment

How to get started

Free initial phone call

Want to see if we’re a good fit? We’ll ask about your current business and structure, tell you how we work and answer any of your burning questions.

20-30 minutes, complimentary.

Schedule Your Call Now

If you’re only engaging us for bookkeeping, you’re only scratching the surface.

Well-kept, organized, accurate books are awesome! But what you realize after your books are organized is that there may be a better way to manage your cash flow, pay down debt, and have a more profitable business than ever. Check out our Profit First Cash Management.