DIY or Done With You Bookkeeping for Small Business
Stress less. Create more.
For business owners who want to do their own books—with expert support in their back pocket.
Take charge of your finances without the stress! Our DIY Bookkeeping Support Package gives you the structure, tools, and monthly check-ins you need to stay on top of your books confidently. Perfect for solopreneurs and creatives who like control, but don’t want to go it alone. You’ll get checklists, templates, tutorials, and expert guidance — all for just $150/month.
DIY Bookkeeping Support Package
For business owners who want to do their own books—with expert support in their back pocket.
Take charge of your finances without the stress! Our DIY Bookkeeping Support Package gives you the structure, tools, and monthly check-ins you need to stay on top of your books confidently. Perfect for solopreneurs and creatives who like control, but don’t want to go it alone. You’ll get checklists, templates, tutorials, and expert guidance — all for just $150/month.
Done-With-You Bookkeeping Package
Collaborative bookkeeping that saves you time—without giving up control.
This package is for entrepreneurs who want clean, accurate books without having to do all the work. We handle the heavy lifting (like reconciling and categorizing), and you stay involved with regular reviews and strategy sessions. Think of it as having a trusted financial co-pilot. Starts at $350/month and includes everything in the DIY package — plus hands-on monthly support and custom insights tailored to your business.
DIY Bookkeeping Support
Ideal for: Solopreneurs and small service-based businesses who want to do their own bookkeeping but need structure, expert guidance, and peace of mind- Xero or QuickBooks Ledger Setup
- Chart of Accounts Customization: (one-time setup or optional add-on), Personalized chart of accounts tailored to your business, Xero setup checklist, and video walkthroughs.
- Monthly DIY Toolkit: Customized monthly checklist of bookkeeping tasks to complete, Step-by-step guides for reconciling, categorizing, and reviewing your books, Xero how-to videos curated for your needs.
- Monthly 30-minute Q&A Session: Live Zoom or recorded Loom session to: Review your progress, Answer questions, Troubleshoot any issues in Xero, Flag potential red flags or areas to improve
- Template & Resource Library Access: Invoice template, Expense tracking spreadsheet (for offline receipts), Mileage log, Quarterly estimated tax calculator (Excel/Google Sheets), Monthly financial review worksheet.
- End-of-Month Report Review: You submit your Xero reports (P&L, Balance Sheet, Bank Rec), We review and provide a written summary with suggestions or concerns
- Quarterly Planning Email: Reminder to review your books, prep for taxes, and track progress.
- Optional discounted quarterly review add-on ($75/quarter).
- One-time Xero Cleanup or Catch-up: Starting at $300
- Quarterly Review with Adjustments: $75
- Upgrade to Monthly Done-With-You Bookkeeping: +$200
Done-With-You Bookkeeping Package
Ideal for: Business owners who want to stay involved in their finances but prefer a shared workload and expert guidance to ensure accuracy, consistency, and timely reporting.- Everything in the DIY Package — PLUS:
- Monthly Bookkeeping Collaboration: You upload your bank statements and receipts — we handle the data entry and categorization in Xero or QBO Ledger. We reconcile your accounts together OR we handle it and walk you through review during a monthly call.
- Monthly Review & Insights Meeting (60 min): Deep dive into your reports. Discuss trends, opportunities, and areas of concern. Real-time answers to financial questions or Xero/QBO Ledger usage.
- File Organization & Documentation Review: Shared folder setup for monthly receipts, invoices, and tax docs. Monthly audit of documentation completeness.
- Quarterly Financial Snapshot: Summary report and analysis (P&L, Balance Sheet, Cash Flow). Compare progress to goals. Preparation for estimated taxes.
- Optional Payroll setup and coordination through Gusto – you manage
- Optional Custom dashboards or reports in Xero
- Optional Tax preparer-ready annual package
- One-time Xero Cleanup or Catch-up: Starting at $300
- Quarterly Review with Adjustments: $75