bookkeeping services
the reality
does this sound familiar?
Your business is growing, but the books aren’t keeping up. Staying organized takes hours that could be spent serving clients, yet the numbers still don’t feel accurate.
Chasing receipts, fixing mistakes, and navigating software updates isn’t the best use of your time. DIY bookkeeping has reached its limit, but hiring a full-time employee isn’t the right solution.
If that feels familiar, we should talk.
don't be a statistic
You Deserve More.
82%
of small business failures are caused by cash flow problems
Source: U.S. Bank
40%
of small business owners say bookkeeping is the worst part of running their business
Source: NSBA
10+ hrs
per month spent on bookkeeping by the average small business owner
Source: Intuit
With the right support, none of these scenarios has to be your story.
don't be a statistic
You Deserve More.
82%
of small business failures are caused by cash flow problems
Source: U.S. Bank
40%
of small business owners say bookkeeping is the worst part of running their business
Source: NSBA
10+ hrs
per month spent on bookkeeping by the average small business owner
Source: Intuit
With the right support, none of these scenarios has to be your story.
Our Services
How We Support Your Business Financials
Getting started
Setup & Onboarding
An organized, reliable foundation that gives you a financial system you can trust.
what’s included
- QBO or Xero configuration
- Industry-specific chart of accounts
- Secure client portal setup
- Easy receipt and document sharing
why it matters
Bookkeeping issues often start with an account structure that doesn’t fit your operations and financial data you can’t rely on. We build a system that’s aligned with how your business actually works. With a solid foundation in place, everything that follows becomes more clear and easier to maintain.
what’s included
- Categorizing and reconciling accounts
- P&L, Balance Sheet, and Cash Flow
- Video calls to review your numbers
- Year-end CPA-ready financials
why it matters
You shouldn’t have to interpret your financials alone. We keep your books accurate and walk you through the changes each month so you always know what’s happening in your business. Clean books and clear communication give you the confidence to make decisions without second-guessing the numbers.
Ongoing clarity
Monthly Bookkeeping
Accurate monthly books and a clear understanding of what your numbers mean.
a fresh start
Cleanup & Catch-Up
A deep reset that brings your books current and restores accuracy and stability.
what’s included
- Full diagnostic review of your books
- Correction of transactions and errors
- Reconciliation of all bank accounts
- Updated monthly financial reports
why it matters
You can’t plan or move forward with broken or outdated books. We work through the backlog carefully, fix what’s off, and give you an accurate financial picture you can rely on. Getting your books corrected and up to date sets you up for a seamless transition into ongoing monthly bookkeeping.
what’s included
- Payroll management
- 1099 preparation and filing
- Cash flow forecasting
- Custom services upon approval
why it matters
Some responsibilities come with deadlines and detailed requirements. We take care of the tasks that keep your business organized and prepared, giving you more time and fewer administrative worries. With the right support, you can focus on growth instead of paperwork.
additional support
Add-on Services
Focused support that keeps your operations running smoothly and your obligations met.
in her own words
Hear from someone who’s lived it
Before working with Zeta, I was overwhelmed. I was behind on reconciliations and sitting on months of receipts with no clear system in place. I was always worried about missing a deduction or problems at tax time.
The difference has been remarkable. I now have real financial clarity and can see exactly where my money is going each month. It has saved me hours and, more importantly, reduced my stress because I know everything is being handled accurately.
What I value most is the communication. Complex financial terms get explained in plain English, and I no longer feel lost in the numbers.
Hiring a professional is one of the best investments I have made. It freed me up to actually grow my business rather than just manage it.
Anna K.
Onboarding
How it works
Connect
We'll start with a video call to learn about your business, your current bookkeeping setup, and where you could use the most support.
Plan
We'll put together a customized bookkeeping plan and walk you through how Zeta will serve your business moving forward.
Launch
Once you're ready, we'll manage the transition and take over your books so you can stay focused on growth and running your business.
who we work with
our ideal client
Established Revenue
Our clients typically generate $500,000 or more in annual gross revenue.
Serious About Compliance
You understand that accurate, compliant books protect your business long-term.
Comfortable With Technology
You're at ease using a secure portal to share documents and stay connected.
Looking For a Trusted Partner
You value relationships and long-term trust more than the lowest price.
If you’re in the early stages of building your business, we may not be the best fit right now. We’d be happy to connect when the time is right.
Testimonials
What Our Clients Say
Benefits of outsourcing
More Than Just Bookkeeping
Cost Savings
Outsourcing eliminates the cost of in-house bookkeeping staff. No salaries, benefits, or overhead eating into your bottom line.
Enhanced Focus
With bookkeeping off your plate, you can focus on serving clients, running your business, and planning for future growth.
Smart Technology
Current bookkeeping technology and automation tools work to keep your books efficient, accurate, and readily accessible.
Quality Control
Your books are handled by professionals who stay current on best practices, catch errors early, and keep your records accurate.
Scalable Services
As your business grows, outsourcing gives you the flexibility to scale without hiring or retraining staff.
Reduced Risk
Secure systems and processes are in place to protect your financial data from errors, fraud, and irregularities.
Benefits of outsourcing
More Than Just Bookkeeping
Cost Savings
Outsourcing eliminates the cost of in-house bookkeeping staff. No salaries, benefits, or overhead eating into your bottom line.
Enhanced Focus
With bookkeeping off your plate, you can focus on serving clients, running your business, and planning for future growth.
Smart Technology
Current bookkeeping technology and automation tools work to keep your books efficient, accurate, and readily accessible.
Quality Control
Your books are handled by professionals who stay current on best practices, catch errors early, and keep your records accurate.
Scalable Services
Outsourcing gives you the flexibility to scale your business as it grows without the need to hire, onboard, and retrain staff.
Reduced Risk
Secure systems and processes are in place to protect your financial data from costly errors, compliance issues, and fraud.
our pricing
investing in your growth
Every engagement is custom‑quoted based on your scope of work, transaction volume, and overall complexity. Our pricing is clear, so you’ll know exactly what to expect before moving forward.
Minimum Monthly Engagement
$450 / month
Pricing is discussed at your discovery call.
what your service includes
- Monthly account reconciliations
- Dedicated bookkeeper
- Proactive communication and insights
- Regular check-ins and prompt support
- QBO or Xero management
- Secure client portal
- P&L, Balance Sheet, and Cash Flow
- Year-end CPA-ready financials
Frequently asked questions
No, we work alongside your CPA, not in place of them. We handle the day-to-day bookkeeping, and they focus on tax preparation and strategy. When your books are accurate and current, your tax professional can work more efficiently and with fewer surprises.
Your fee is based on the scope of your business. We look at transaction volume, the number of accounts, payroll needs, and the level of monthly support required. After a review of your current setup, we’ll provide a clear and predictable monthly rate.
Your monthly involvement is minimal. You’ll upload your bank and credit card statements, share receipts, and give us a quick update about any significant financial activity such as a large purchase or a new loan. We handle the books so you can stay focused on running your business.
We work in QuickBooks Online and Xero. Both platforms are secure, reliable, and integrate well with the tools most small businesses already use. If you’re not on one of these systems yet, we can assist with setup or migration during onboarding. For our church clients, we support Aplos, as well.
Most onboarding takes 2-4 weeks. The exact timeline depends on how quickly documents are provided, whether any cleanup is required, and the complexity of your current setup. During this time, we ensure everything is organized and running smoothly before monthly bookkeeping begins.
You’re not alone. Many clients come to us with books that need cleanup, catch-up, or both. We’ll review your records, outline what’s needed to get everything current and accurate, then transition you into ongoing monthly bookkeeping.
Certifications
Ready to talk? We're here to help!
Let us show you how professional bookkeeping services can transform your business finances.