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.
Go to Notary Services →