Where your numbers stay in order, and advice is always within reach
You're not quite ready to outsource your bookkeeping, but that doesn't mean you have to do it all alone. Our DIY Bookkeeping Support service is built for people like you - resourceful, hands-on, and ready to take control of your finances with confidence. We'll help you set up your accounting system right so you can stay on track and avoid common (and costly) mistakes DIYers make.
What's Included:
Our DIY Bookkeeping Support service is great if you don't need to outsource but need the right support to do it right. Plans include:
-
Initial system review & setup guidance – We'll review your current setup, catch any issues, and help you create a clean, functional system. Whether you're starting fresh or halfway in, we'll get you on solid ground.
-
Monthly 1:1 check-in call (30 minutes) – Bring your questions, concerns, or the one transaction that's driving you nuts. We'll walk through it live and keep you moving forward with confidence.
-
Email + video support – Got a mid-month issue? Send a quick message or screenshot. We'll respond with clear advice (often with a step-by-step video)
-
Custom templates & SOPs – You'll get plug-and-play tools tailored to your bookkeeping system: categorized expense lists, monthly close checklist, and more.
-
Quarterly "mini-audit" review – We'll look over your books every quarter to catch errors, flag trends, and send you a summary of what needs updating/correction to make sure you're ready for taxes and reporting.
How it works
-
Book a free discovery call
Tell us about your accounting system, workflow, and goals to make sure this is the right fit. -
We identify the best support plan for you
We'll determine if we have a plan to meet your needs or develop a personalized plan. -
DIY with expert backing
Keep your books in-house while gaining a go-to financial guide when you need it.
​
Click here to receive a summary of our packages and pricing.
Is This Right for You?
Our DIY bookkeeping support service is built for founders and operators who:
-
You're doing your own bookkeeping, but second-guessing your entries
-
You're setting up accounting software and don't want to mess it up
-
You want expert feedback without hiring a full-time bookkeeper
-
You like knowing your numbers and just need a trusted guide
Accurate books. Smarter decisions.
You don't need to outsource everything. You just need the right support to do it right. With our DIY bookkeeping support, you'll save time, reduce errors, and feel empowered by your numbers.
Or contact us to learn how strategic CFO support can drive your business forward.
678-836-4364
