For professional service firms — agencies, consultants, and practices: monthly books that show profitability by client and service line, receivables that get attention before they age, and cash-flow clarity when you're deciding whether you can afford to hire.
Book a Bookkeeping Diagnostic See packagesRevenue and costs sorted the way your firm actually earns — so you can see which engagements carry the firm and which ones just carry on.
Invoicing support and an aging report in every monthly package, reviewed on a call — not discovered at quarter-end.
Budgeting and cash-flow reporting that answers "can we afford this hire?" with numbers instead of nerves.
Every account reconciled monthly, a year-end handoff package for your tax preparer, and financials that hold up when a lender reads them.
The numbers you'll see every month: margin by service line · revenue per client · receivables aging & days outstanding · cash forecast.
Every engagement starts with a paid Bookkeeping Diagnostic ($250–$500, credited toward onboarding), so your exact price is based on your actual books — never a guess, never hourly billing.
No. We keep your books clean all year so your CPA can do tax work faster and cheaper — and we coordinate with them directly, including a year-end handoff package.
Invitation-based access only — never send us a password. View-only bank connections where available, and multi-factor authentication on everything. You can remove our access at any time.
Not at this time — payroll processing and sales tax filings are outside our starting scope. Your records stay complete and filing-ready for your providers.
QuickBooks Online is our primary platform, and Rosa also brings NetSuite experience for firms with more complex needs.
Book a diagnostic and get a written assessment of your books plus a fixed quote. No pressure, no hourly billing, no surprises.
Book a Bookkeeping DiagnosticBased in Brandon, Florida — serving businesses throughout Tampa Bay and remotely across the United States. We reply within one business day.