imgg-od3-nm451p7v.png
imgg-od3-nm451p7v.png

Advanced Bookkeeping & Reporting

$900.00 every month

Advanced Bookkeeping goes beyond accuracy by adding financial insight and analysis. In addition to maintaining clean books, we review your financials each month to identify trends, unusual changes, and key performance indicators that impact your business.

You receive meaningful reporting and professional review — without the burden of frequent meetings or hands-on management.

Best for: Growing businesses with moderate transaction volume that want to understand their numbers, not just record them.

What’s Included (Everything in Core, plus)

  • Monthly financial review by a CPA

  • Trend and variance analysis

  • Key performance indicators (KPIs)

  • Issue flagging and financial observations

  • Priority support

Why Clients Choose Advanced

  • Understand what’s changing in their business

  • Identify potential issues early

  • Gain insight without hiring in-house finance staff

  • Proactive review without constant meetings

Advanced Bookkeeping goes beyond accuracy by adding financial insight and analysis. In addition to maintaining clean books, we review your financials each month to identify trends, unusual changes, and key performance indicators that impact your business.

You receive meaningful reporting and professional review — without the burden of frequent meetings or hands-on management.

Best for: Growing businesses with moderate transaction volume that want to understand their numbers, not just record them.

What’s Included (Everything in Core, plus)

  • Monthly financial review by a CPA

  • Trend and variance analysis

  • Key performance indicators (KPIs)

  • Issue flagging and financial observations

  • Priority support

Why Clients Choose Advanced

  • Understand what’s changing in their business

  • Identify potential issues early

  • Gain insight without hiring in-house finance staff

  • Proactive review without constant meetings

Included Services


Everything in Core Bookkeeping, plus:

Enhanced Reporting & Insights

  • Monthly KPI-lite dashboard (revenue, margins, cash flow)

  • Trend analysis (month-over-month, YTD)

  • Budget vs. actual reporting (if budget provided)

  • Expense categorization review with insights

Payroll & People Costs (if added / applicable)

  • Payroll journal entry review

  • Payroll expense tracking and reconciliation

  • Payroll reporting by department or role

  • Payroll coordination & accounting (if payroll services are engaged separately)

Process & Quality Control

  • Enhanced review procedures

  • Priority support

  • Month-end variance review

Contact us to learn more