Dedicated Bookkeeper

Every business deserves financial clarity and consistency, but the level of support you need may vary as you grow. Our Dedicated Bookkeeper service, available across Platinum, Gold, Bronze, Copper, and Starter plans, provides a personal, professional partner to manage your books and ensure your financial records are always accurate and organized.

Your dedicated bookkeeper is more than a data entry professional — they are a trusted ally who understands your business, tracks your transactions, and helps your numbers tell the story of your growth.

This service offers flexible bookkeeping support conducted remotely to accommodate your business needs. Clients can access an experienced bookkeeper who’s dedicated to their company file, who manage various tasks, including data entry, transaction categorization, bank reconciliations, and financial reporting, all from a distance. The remote nature of this service allows for efficient and timely assistance without the need for onsite visits, making it a cost-effective solution for businesses of all sizes.

Support frequency and scope varies depending on your subscription level, but professionalism and attention to detail remain consistent.

Benefits by Subscription Level

Platinum – Daily Support

• External: Your personal bookkeeper manages every detail daily, ensuring accuracy and continuity.

• Internal: Confidence knowing your books are handled by someone who knows your operations inside and out.

Gold – Weekly Support

• External: Personalized support from a dedicated bookkeeper who manages your weekly flow of transactions.

• Internal: Assurance that your books are handled consistently and professionally every week.

Bronze – Monthly Support

• External: Personalized attention from a consistent bookkeeper who understands your business rhythm and manages your transactions monthly.

• Internal: Trust and ease knowing your finances are handled by someone who knows your patterns.

Copper – Quarterly Support

• External: A reliable professional who understands your books and ensures accuracy each quarter.

• Internal: Trust in having a consistent point of contact who knows your business.

Starter – Annual Support

• External: Reliable, year-round accuracy and personalized support from a dedicated bookkeeper who understands how your business operates over the annual cycle.

• Internal: Trust and reassurance that your numbers are being handled by a human who cares.

The Bottom Line

No matter your plan, a Dedicated Bookkeeper ensures your books are accurate, organized, and reflective of your business’s unique operations. By having a consistent, knowledgeable partner managing your financials, you gain peace of mind, better insight, and more time to focus on growth.

Financial management becomes simple, reliable, and personalized, contributing directly to a bigger bottom line.