Bookkeeping Services for Creatives & Small Business Owners
(because you have more than enough on your plate)
Core Bookkeeping Services
We’re here to take the stress out of managing your business finances so you can focus on what you love. Here’s what we include in our monthly bookkeeping services:
Expense Tracking - We’ll organize your expenses, so you always know where your money is going.
Income Tracking - Are you invoicing or taking payments through another system (or two)? We’ll monitor all revenue streams, ensuring nothing falls through the cracks.
Account Reconciliation - Each month, we’ll make sure your bank and credit card statements match your records perfectly.
Project Tracking - Do you have multiple projects? We’ll help you see exactly which ones are making you money and where your resources are going.
Custom Reports - At the end of each month, you’ll get easy-to-read reports that show how your business is doing.
Weekly Support - Do you have a high volume of transactions? Want to stay extra organized? We can check in weekly to review transactions, answer questions, and make sure everything stays on track.
Vendor Management - We’ll handle vendor tax info, determine who needs 1099s, and file them in January—taking the stress off your plate.
Tax Time Coordination - When it’s time to file taxes, we’ll make sure everything is ready for your tax preparer. From organizing your records to answering any questions they have, we’re here to make tax season as smooth as possible.
Think of us as your behind-the-scenes team, keeping your finances clear and manageable while you focus on creating and growing your business.
Add-On Services
Sometimes, your business needs a little extra support. We offer add-ons to make managing your finances even easier:
Payroll Services - Whether you have a small team or growing staff, we’ll handle payroll with accuracy and care. No more stressing over calculations or deadlines—we’ve got it covered.
Sales Tax Management - We’ll take care of tracking, calculating, and filing your sales taxes so you can avoid surprises and stay compliant.
Accounts Payable Management - Let us handle your bill payments so you can focus on what you do best. We’ll organize and track your bills, ensure they’re paid on time, and help you maintain great relationships with your vendors and contractors.
Accounts Receivable Management - Getting paid for your hard work shouldn’t be a hassle. We’ll prepare and send out invoices, keep an eye on outstanding invoices, send gentle reminders to your clients, and make sure you’re getting paid on time. It’s like having a built-in system to keep your cash flow steady.
These add-ons are designed to simplify the details, giving you more time to focus on the big picture.
Coaching & Cash Flow Services
Need some extra guidance? Our coaching and cash flow services are here to help you take control and feel more confident about your finances:
Coaching Sessions - Personalized one-on-one sessions to help you understand your finances, make informed decisions, and create a plan for growth. Whether you’re just starting out or scaling up, we’ll meet you where you are.
Cash Flow Support - Learn how to manage the money coming in and out of your business so you can feel prepared for the future. We’ll help you build strategies to keep your business running smoothly, even during slower seasons.
Our goal is to give you tools and insights to feel empowered, not overwhelmed, by your business finances.
The Benefits of Expert Bookkeeping
Less Stress
We handle the details, so you don’t have to worry about bookkeeping mistakes or missed deadlines.
More Time
Spend more time on your craft and less time managing spreadsheets.
Peace of Mind
Know that we’re keeping you compliant with all the rules and regulations.
Business Flexibility
Up to date information means you’re ready make shifts whenever you need.
On-call Expertise
Have a question? You’ve got an expert who knows your business just a call or email away.
Ready for Growth
With clear financial reports, you’re ready to make informed decisions to move your business forward.
FAQs
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No, we recommend you work with a tax accountant for your income taxes. But we’re happy to coordinate with them at tax time!
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We mostly work in QuickBooks Online; it’s widely used and understood by small business owners and tax accountants. But if you use something else, we can still work together! Depending on what you use, we can either work in that software or migrate you over to QuickBooks.
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Of course! We’ve worked with businesses who are a couple of months to a couple of years behind. We’ll make a plan to get the information we need and get you all caught up.
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Absolutely. We will work with you throughout the year to make sure we have all the information we need to file your 1099s. Creatives tend to use a lot of independent contractors, so this is part of our core services.
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For sure! We can set up payroll and let you manage it, or provide ongoing payroll services.
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We create a custom proposal for each business. It always includes your core services (categorizations, reconciliations, reports, 1099s, and coordination with a tax professional), but the cost depends on the volume and complexity of your business. You may want to add on other services as well - sales taxes, payroll, invoicing, paying bills, or coaching. We’ll make sure the services and pricing are clear so you know exactly what to expect each month.
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The average cost our clients pay for bookkeeping services is $425 per month. Very simple businesses may be as low as $225 per month, while more complex ones will be higher.
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We do our bookkeeping on a monthly or weekly basis, depending on the volume and complexity of your business and your needs. Our general process is:
We go into your account and categorize transactions that we can identify
We ask you questions through our secure portal about any transactions that we can’t identify or need more information on
We reconcile your accounts
We send you monthly financial reports
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Super common question! Did you ever balance a checkbook? No? Are we dating ourselves? Reconciling is simply making sure that the information we have in your books is the same information that your bank has - we’re not missing any transactions or duplicating any of them. This ensures that your books are correct, your tax calculations are correct, and you can sleep easy.
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We’ll organize your financial records throughout the year, so everything is ready when tax season rolls around. We’ll also coordinate directly with your tax preparer to answer questions and provide any additional documentation they need.
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We LOVE working with creative business owners. We work with designers, photographers, writers, interior designers, event planners, and small business owners in creative industries. If you’re not sure whether we’re the right fit, let’s chat!
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We work with businesses throughout the country. Since we use cloud-based software, we can work with you wherever you are.
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Coaching sessions are all about you and your goals. We’ll dive into your finances, address any challenges, and create a clear, actionable plan to help you move forward with confidence.
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Yes! We LOVE cash flow plans! We’ll analyze your income and expenses, identify trends, and build a plan to keep your cash flow steady—even during slower seasons.
How Do We Get Started?
Step 1
Contact us to schedule a free introductory consultation so we can get to know your business, and you can learn about our services.
Step 2
If you want to move forward we’ll perform a paid diagnostic review to learn how things are set up, what needs fixing and what’s in good shape. The review is yours to keep!
Step 3
You’ll receive customized options for a one-time clean up project, or for ongoing bookkeeping services to support your unique business.