VIRTUAL BOOKKEEPING SERVICES
For Business Owners Who Want Clear Books Without Carrying It All Themselves
With done-for-you bookkeeping and financial support from Bloom, you don’t have to keep translating your numbers, avoiding your books, or trying to figure out what needs your attention all on your own.
CORE Services
OUR SIGNATURE SERVICE
BLOOM MONTHLY BOOKKEEPING
Ongoing professional bookkeeping services for business owners who want up-to-date books, monthly insights, and steady support without managing it all themselves.
Bloom Monthly includes monthly bookkeeping, transaction categorization, missing reconciliation, monthly financial reports, quarterly debriefs, secure portal access, and ongoing support.
STARTING AT $550/MONTH
A FRESH START FOR YOUR BOOKS
THE BLOOM RESET
For business owners who are behind and need a reset or newer business owners who want their books set up right from the start.
The Bloom Reset includes bookkeeping cleanup or setup, simplified systems and workflows, personalized recommendations, walkthrough videos, a custom action plan, two weeks of follow-up support, and an optional strategy call.
STARTING AT $2,750
Not Ready For Monthly Bookkeeping Yet? Start Here.
DIAGNOSTIC REVIEW
A high-level bookkeeping diagnostic for business owners who are wondering “where do my books currently stand?”.
The Root Review is designed to help you understand what’s working, what looks off, and what may need cleanup or additional support before moving forward.
The Root Review
AVERAGE INVESTMENT $300
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High-level review of current bookkeeping
Identification of obvious inaccuracies, missing reconciliations, missing transactions, or areas that need attention
A clearer picture of whether your books are ready for ongoing support, cleanup, or next-step recommendations
Pinpoint areas that need cleanup before Tax Season
*Payment for this service goes toward the first monthly bookkeeping payment or quoted catch-up/cleanup price.
BOOKKEEPING REVIEW + ACTION PLAN
A deeper financial review with personalized recommendations and a clear action plan.
The Growth Map is a good fit if you want more than a quick diagnostic, but you’re not ready to fully hand off your books just yet.
THE GROWTH MAP
AVERAGE INVESTMENT $450
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Everything included in The Root Review
Personalized recommendations for bookkeeping cleanup or system improvements
Guidance on how to maintain healthy books moving forward
2 weeks of support from me to implement cleanup and answer any questions throughout the process
Optional strategy call to walk through your findings and recommendations
*If you decide you don’t want to DIY the next steps, no worries. Payment for this service goes toward your first monthly bookkeeping payment or quoted cleanup/setup project.
POPULAR ADD-ONS
+ 1099 Prep
+ Sales Tax Support
+ Payroll Guidance
+ Bookkeeping system setup (Quickbooks & Xero are notable favorites!)
+ Catch-up/cleanup projects
+ Accounts Payable & Accounts Receivable (Invoice support from vendors & clients)
+ Profit Planning
+ Budget Building
+ Contractor Management
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Tell me what’s going on with your books, what kind of support you’re looking for, and where things currently feel unclear.
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Schedule a Discovery Call!
We’ll talk through your business, your current bookkeeping setup, and what kind of support may make the most sense.
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The Root Review.
Before we move forward, I’ll take a closer look at your books so we can identify what’s current, what needs attention, and what kind of support is actually needed.
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Proposal Delivery.
You’ll receive a clear proposal with the recommended next step, scope of work, timeline, and investment.
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You’re Booked!
Once your contract is signed and the invoice is paid, you’re officially on your way to having books you no longer have to worry about managing alone.
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Onboarding Begins.
From here, I’ll gather the relevant documents, set up your secure portal, and begin preparing your books for cleanup, setup, or ongoing monthly support.
THE PROCESS
Still Wondering Where To Start With Your Bookkeeping? I’ve Already Mapped That Out For You!
Not sure where your books stand? Start with the Root Review (Diagnostic). Behind, messy, or setting things up for the first time? Choose The Bloom Reset. Ready for consistent monthly support? Move into Bloom Monthly
Want to talk it through?