Our Services

Practical financial support that brings clarity, organization, and confidence to your business.

Bookkeeping Cleanup & Catch-Up

Get behind-the-scenes financial records cleaned up and brought current.

If your books are behind, unreconciled, disorganized, or not telling the full story, cleanup and catch-up support brings everything back into order. This is a strong fit for businesses and nonprofits preparing for tax filing, ongoing bookkeeping, CPA review, or better financial visibility.

This service may include:

  • QuickBooks cleanup

  • Catch-up bookkeeping

  • Bank and credit card reconciliations

  • Chart of accounts review

  • Transaction review and correction

  • Financial record organization

  • CPA readiness support

This is also helpful for business owners who need their books organized before handing records off to a CPA or tax preparer.

Best for:
Small businesses and nonprofits with messy, behind, or unclear books that need to be corrected, reconciled, and ready for reporting or tax preparation.

Need cleanup before CPA review or financial reporting?
Organize your records, reconcile accounts, and prepare your books for the next step.

Monthly Bookkeeping

Stay current, organized, and clear on what your numbers are telling you.

Monthly bookkeeping support helps keep your financial records current and organized so you are not constantly trying to catch up. This service is designed for businesses and organizations that need consistent bookkeeping, reconciliations, and reporting support month after month.

This service may include:

  • Monthly transaction categorization

  • Bank and credit card reconciliations

  • Expense tracking and organization

  • Monthly financial statements

  • Monthly reporting support

  • Ongoing bookkeeping maintenance

Best for:
Small businesses and nonprofits that want consistent bookkeeping, monthly reconciliations, and clear financial reports throughout the year.

Financial Operations Advisory

More than bookkeeping. Stronger structure around your financial process.

Some organizations need more than transactions entered. They need help improving how financial information is handled, reviewed, and used. Financial Operations Advisory is designed for businesses and ministries that need clearer reporting, better workflow, and stronger structure around their numbers.

This service may include:

  • Reporting clarity and cleanup

  • Financial workflow improvement

  • Process and internal organization support

  • Chart of accounts and reporting structure review

  • Financial visibility support

  • Controller-style support for growing operations

Best for:
Business owners and leaders who need help understanding the numbers, improving cash flow visibility, and making better financial decisions.

Business & Nonprofit Setup

Administrative setup support for new businesses and organizations.

BOFS also provides administrative support for clients getting started with a business or nonprofit. This service is designed to help make the setup process feel more organized, manageable, and easier to move through.

This service may include:

  • LLC filing support

  • Corporation filing support

  • EIN guidance

  • Basic startup admin setup

  • Nonprofit administrative setup support

Best for:
New business owners, churches, ministries, and nonprofits that need help getting properly organized with basic registration, EIN guidance, financial setup, and back-office structure from the start.

Nonprofit & Daycare Financial Advisory

Financial guidance and reporting support for nonprofits, churches, and daycare centers.

This service is for mission-driven organizations that need stronger financial structure, clearer reporting, and better visibility into where money is going. We help leaders review budgets, cash flow, grants, tuition, subsidies, and internal processes so they can make informed decisions.

This service may include:

  • Budgeting & cash flow review

  • Board & leadership reporting

  • Grant & funding support

  • Tuition & subsidy tracking

  • Financial process improvement

Best for:
Nonprofits, churches, ministries, and daycare centers that need clearer budgets, stronger financial reporting, and practical financial guidance without hiring a full-time finance manager.

Every business and organization is different. Pricing is based on scope, complexity, and the condition of your records.

Pricing is built around your needs.

Request a quote to receive a customized service estimate.

Need notary support?

Mobile notary and loan signing services are listed separately.