Services
What I Offer
I offer bookkeeping support designed to help small business owners stay organized, prepared, and confident in their numbers. Whether you need help cleaning up your books, ongoing support, or guidance to better understand your finances, my goal is to make the financial side of your business feel clear and manageable.
Because every business operates differently, services and pricing are customized based on your specific needs, transaction volume, and level of support required. After learning more about your business, I’ll recommend the level of service that makes the most sense for you.
take a seat, and let's talk numbers
“I like working with numbers — I just need guidance to do it right.”
Review & Training
For business owners who want to feel empowered to manage their own bookkeeping but aren’t sure where to start.
This service is designed to give you the knowledge and confidence to maintain your books independently while still having expert guidance along the way.
Over the course of 3–5 personalized training sessions, we’ll walk through your bookkeeping platform step by step so you understand how everything works and how to maintain accurate records going forward.
Training sessions may include:
• Setting up your bookkeeping system correctly
• Understanding how to categorize transactions
• Reconciling bank and credit card accounts
• Reviewing financial reports
• Best practices to keep your books organized moving forward
By the end, you’ll have the tools and confidence to manage your own books with clarity.
Budgeting & Financial Planning
Understanding your numbers is important — but having a plan for them is even better.
This service helps you turn your financial data into a clear strategy for managing expenses, improving profitability, and planning for the future of your business.
Together, we’ll review your financial reports and build a realistic plan that supports your business goals.
Budgeting and planning services may include:
• Reviewing spending patterns and opportunities to improve margins
• Cash flow planning
• Setting financial targets for revenue and expenses
• Planning ahead for taxes and major business investments
The goal is to help you move from simply tracking your numbers to using them to make smarter financial decisions.
Catch-Up & Cleanup Bookkeeping
Behind on your books? You’re not alone — and it’s fixable.
If your books are months (or even years) behind, I’ll organize and reconcile everything so your financial records are accurate and current. This service is perfect if you’re preparing for taxes, applying for financing, or simply want a fresh start with clean books.
Catch-up and cleanup services may include:
• Organizing past transactions
• Reconciliation of bank and credit card accounts
• Correcting categorization errors
• Bringing financial reports up to date
Once everything is clean, we can transition into ongoing bookkeeping support if needed.
“I can manage things, but I’m feeling behind or overwhelmed.”
Monthly Bookkeeping Services
Consistent, reliable bookkeeping to keep your business running smoothly.
With monthly bookkeeping support, I manage the day-to-day financial organization of your business so your books stay accurate and up to date.
Monthly Bookkeeping services may include:
• Categorizing and reconciling transactions
• Monthly financial reports (Profit & Loss and Balance Sheet)
• Monitoring cash flow and trends
• Ongoing communication and support
You’ll always know where your business stands financially — without having to manage it yourself.
Biweekly Bookkeeping Services
For businesses that need more consistent financial updates and closer monitoring of their numbers.
Biweekly bookkeeping services provide more frequent transaction categorization, reconciliation, and financial insight so you always have a clear picture of your business performance.
This service is ideal for businesses with higher transaction volume or those who prefer more frequent financial oversight.
Biweekly Bookkeeping services may include:
• Biweekly transaction categorization
• More frequent bank and credit card reconciliations
• Regular financial updates
• Ongoing support and communication
This level of service provides greater visibility into your numbers and helps you stay ahead of financial decisions.
“I’m too busy — I need someone to handle this consistently.”
"I'm ready for monthly or bi-weekly bookkeeping services, but I still want more."
Financial Clarity & Reporting
Your numbers should tell a story — not create confusion.
I provide clear financial reports and explanations so you can truly understand what’s happening in your business.
Financial Clarity & Reporting services may include:
• Monthly financial statements
• Insights into profitability and expenses
• Cash flow awareness
• Guidance on what your numbers mean for your business
My goal is to help you make confident decisions backed by clear financial data.
Business Tax Returns
Business tax return preparation is available exclusively for monthly bookkeeping clients.
Because your books are already accurate and maintained throughout the year, the tax preparation process becomes significantly smoother and more efficient.
This service helps ensure your business filings are handled properly and aligned with your financial records.
Additional Services
Additional services are available to support your business as it grows.
These services may include:
• Payroll processing
• Quarterly estimated tax guidance
• Hourly project-based accounting support
Friendly, Reliable Support
At Back Porch Accounting, the goal is simple: to give small business owners a place where their finances feel manageable, organized, and understood.
No complicated systems.
No intimidating conversations.
Just dependable bookkeeping support from someone who genuinely cares about your business.
Whether you’re just getting started or ready to take your business to the next level, I’d love to connect. Let’s sit down, talk about your goals, and build a financial plan that supports the life and business you’re working so hard to create.
get in touch
Ready for your numbers to make sense?
