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Small Business Bookkeeping That Actually Makes Your Numbers Clear


Dedicated virtual accounting support focused on accurate bookkeeping, clean financial statements, and tax-ready reporting — so you can focus on running and growing your business.


Financial Assessment

Why Small Businesses Struggle Financially

Most business owners don’t have a revenue problem — they have a clarity problem. When books are messy, decisions become guesswork.

Mixed Transactions

Personal and business expenses often get combined, creating inaccurate financial reporting.

Inconsistent Bookkeeping

Late or incomplete records lead to unreliable financial statements making it difficult or impossible to make timely and informed decisions.

Tax Season Stress

Disorganized books lead to last-minute scrambling, missed deductions and a higher tax preparation bill.

Neglect Consistency rather than face Complexity

Modern accounting software cannot detect context-specific errors, such as misclassified expenses or vendor mistakes, leading to a false sense of accuracy that masks underlying cash flow issues.

Core Virtual Accounting Services

Focused bookkeeping services designed to keep your financials clean, accurate, and decision-ready.

Transaction Analysis & Categorization

Accurate classification of all business activity for clean financial reporting.

Account Reconciliations

Ensure your books always match your bank and credit card statements.

Financial Statements

Monthly Profit & Loss and Balance Sheet reports you can actually understand.

Tax-Ready Books

Organized records that make tax filing faster, easier, and more accurate.

How This Improves Your Bottom Line

Better Decisions

Know exactly what’s profitable, what’s not, and where cash is actually going.

Lower Tax Risk

Clean books reduce errors, penalties, and missed deductions.

Time Savings

Stop spending hours fixing spreadsheets or searching for receipts.

Financial Confidence

Make decisions with clarity instead of guessing.

Why I specialize in Core Bookkeeping Services

Many accounting firms attempt to provide every financial service under one roof. At TheAccountingDr, I intentionally focus on bookkeeping and financial reporting.

This specialization allows me to provide greater accuracy, consistency, and attention to detail while helping clients maintain strong internal controls.

Rather than handling cash, authorizing payments, or preparing tax returns, I provide independent bookkeeping oversight and reliable financial reporting that business owners can trust.

This approach supports the accounting principle of separation of duties, reducing risk while improving accountability and financial transparency.

As a Professor of Accounting, Former Assistant State Auditor, and Xero Certified Professional, I believe organizations benefit when bookkeeping, tax preparation, and operational responsibilities each receive focused professional attention.

The result is cleaner financial records, stronger financial controls, and greater confidence in the financial information used to make important business decisions.

Pricing
Transparent pricing. No long-term contracts.

Essential

Simple, accurate bookkeeping every month
Starting @ $350/month
  • Monthly account reconciliation
  • Transaction analysis & categorization
  • Monthly financial statements
  • Tax-ready books at year end
  • Email support

Professional

Clear numbers that support growth
Starting @ $550/month
  • Everything included in Essential
  • Real-time Dashboard
  • Budget Management & Variance Analysis
  • Quarterly performance summary
  • Priority Support
⭐ Recommended for Most Organizations

Premium

Hands-on support and advanced reporting
Starting @ $850/month
  • Everything included in Professional
  • Basic A/R & A/P tracking
    • includes Aging Schedules 
  • Payroll tracking
  • Loan tracking
  • Monthly video walkthrough of key financial insights

Discounted Option

Quarterly bookkeeping is available for 75% of the monthly rate.

Perfect for businesses that don't require monthly reports but still want clean, accurate and compliant books.

✅ Quarterly reconciliations
✅ Quarterly financial statements
✅ Email support
❌ No monthly closes
❌ No monthly reporting
❌ No interim support


Which pricing tier would best fit your needs? 


Ready for Clean, Reliable Financials?

If you're ready to stop guessing and start understanding your business finances, let's build a system that gives you clarity every month.


Financial Assessment