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your bookkeeping team

You look after your clients. We'll look after you

DO YOU...

...feel lost because your bookkeeping is unorganized and you do not know your numbers?

...no longer want to handle your bookkeeping yourself and rather pass to a team of experts?

...have up-to-date financials but have no idea what your numbers mean to make business decisions?

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KNOW

YOUR NUMBERS

With organized and reliable financial information

UNDERSTAND

YOUR NUMBERS

To get clarity on what your numbers mean and your financial position

USE

YOUR NUMBERS

To make informed decisions to grow your business profitably and sustainably

"The Finance Agency has helped me to organize and track revenue and expenses, and has streamlined my invoicing processes, giving me back hours of time that I can spend on projects I love."

andi - content creator

Services Anchor

get control of your numbers in 3-steps

our services that support your business growth at every stage

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1. get caught up

This is for you....

if you're needing your QuickBooks Online up-to-date and financials back on track

Billed Hourly - Fully categorize all transactions​ - Reconcile business accounts to current - Structure chart of accounts best for your business - Tax ready financials - 1x kick off meeting to get access to systems and ensure we have all the information we need to reconcile - Upon completion receive a recorded walk-through so you know what your numbers mean

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2. stay organized

This is for you....

if you're ready to get back time and peace of mind, with reliable and accurate financial information

Starting at $450 per month - Categorizing transactions - Reconciling bank and credit card accounts - Payroll reconciliations - Monthly financial report - Tax ready financials - Access to team for any questions - Communication via text and email

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3. time to plan

This is for you....

if you're ready for financial planning, budgeting, and managing your cash to make strategic decisions

$2,000 one-time session - Financial planning session - Custom-built 2024 financial plan - Sales forecast - Budget for expenses - Cash flow forecast - Tax saving plan - Financial goals planning - Build a team review - Paying yourself - 3-months of Voxer support - Option to continue with monthly financial support - Complimentary QuickBooks review

Not sure what you need?

"I'll never go back to trying to do it all on my own."

jenn - wine sommelier

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To answer the questions that keep you up to at night

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WHO WE ARE

YOUR BOOKKEEPING BEST FRIENDS

We will take over your accounting to make sure everything is categorized, reconciled, and ready for review and taxes.

YOUR BIGGEST FANS

We know that running a business is a journey, and your financials will go through the highs and lows with it.  We're here to support you as your business evolves.

YOUR PEACE OF MIND

As a team of experienced accountants with corporate backgrounds we are able to handle your accounting with accuracy and compliance in mind.

"The Finance Agency is exceptionally organized and aims to take any tasks off clients so they can focus on their businesses."

gillean - nutritionist

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