Bookkeeping Consulting & In-House Staff Training

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Sometimes you don't need ongoing bookkeeping support - you need help with a specific project. That's what our consulting services are for. Whether you're starting fresh, cleaning up a mess, or building out your team, we offer project-based support to get you where you need to be.

Hiring an in house bookkeeper?

Finding a qualified bookkeeper or office manager is harder than it sounds. A bad hire costs you time, money, and the headache of starting over. We help you do it right the first time.

We handle the full hiring process from writing the job description for Indeed and LinkedIn to screening applicants, sitting in on interviews, and helping with onboarding. You make the final call. We make sure you're choosing from the right pool and asking the right questions.

Pricing: flat placement fee of $1,500. Includes 6 vetted candidates. Additional candidates available at $175 each.

Need to train your team on bookkeeping?

Already have someone handling your books but not sure they're doing it right? We offer hands-on training for in-house bookkeepers and office managers, from QuickBooks basics to more complex processes specific to your business.

Training includes prep work before we arrive, on-site or virtual sessions with your team, and two weeks of follow-up support afterward so questions don't get left hanging.

Pricing: project-based flat fee starting around $1,500 depending on the size and complexity of your books.

Starting Fresh / Books Cleanup?

Starting a new business and need to set up your books the right way from day one? Or maybe your books have gotten away from you and you need someone to come in, clean things up, and get you back on track?

We handle QuickBooks setup, chart of accounts, catch-up bookkeeping, and cleanup projects. We'll get your financials in order so you, or your team, can move forward with a clean slate.

Every cleanup project is a little different. Use our Quick Quote tool for an estimate, or reach out and we'll take a look.