Foundation Service
Reliable Bookkeeping You Don't Have to Think About
Accurate, timely bookkeeping provides the foundation every business relies on — from compliance and reporting to decision-making and control. We make sure the numbers are right, consistent, and ready when you need them.
Montana-Based. Serving Clients Nationwide.
Bookkeeping Services starts at $275/mo
What this engagement covers
Not all bookkeeping services are the same. Most bookkeepers record what happened. Ours are trained to notice what it means — because they're part of a team that also does controller, CFO, and advisory work. Bookkeeping services are designed to integrate seamlessly with Controller, Advisory, and CFO services — creating a complete financial system.
We serve small businesses across Montana, Wyoming, Colorado, Idaho, Oregon, and Washington — entirely remotely. Whether you're a general contractor in Billings, a trucking company in Great Falls, a distillery in Missoula, or a property management firm in Bozeman, our bookkeeping services are built around the specific financial rhythms of your industry.
Who it's for
- Businesses that need proactive, reliable bookkeeping, not just transaction entry
- Owners spending 3–5 hours per week on bookkeeping tasks
- Companies concerned about tax penalties and accuracy
- Businesses preparing for growth or financing needs
- Operations looking to integrate bookkeeping with tax and advisory work
What you get
- Monthly bank and credit card reconciliation with timely reporting
- Accounts payable and receivable tracking
- Monthly financial statements (P&L, balance sheet, cash flow) with plain-English summary
- Year-end cleanup and tax preparer coordination
- Access to secure document portal for receipt and statement sharing
- Optional monthly check-in call to review numbers and flag issues
- Issues caught and resolved early, consistent delivery every month
- Records ready for tax filing and audit needs
How we work
- Secure QuickBooks Online access with read/write permissions
- Document sharing through secure client portal (no faxes or emails)
- Monthly financial reports delivered on schedule with explanation of changes
- Optional video call to walk through numbers and answer questions
- Fully remote process built around your schedule and convenience
- Quarterly and year-end deep-dives to ensure books stay clean
Frequently asked questions
Ready to Build Your Financial Infrastructure?
Schedule a Business Readiness Review — direct, practical, and no pressure.
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