VIRTUAL BOOKKEEPING SERVICES
For Business Owners Who Want Clear Books Without Carrying It All Themselves
With bookkeeping and financial support from Bloom, you don’t have to keep trying to make sense of your numbers, avoiding your books, or figuring out what needs your attention all on your own.
CORE offerings
OUR SIGNATURE SERVICE
THE MONTHLY BLOOM
Ongoing professional bookkeeping services for business owners who want up-to-date books, monthly insights, and steady support without managing it all themselves.
The Monthly Bloom includes monthly bookkeeping, transaction categorization, monthly reconciliations, financial reports, quarterly debriefs, secure portal access, and ongoing support.
STARTING AT $550/MONTH
A FRESH START FOR YOUR BOOKS
THE GROUNDWORK
For business owners who have fallen behind or gotten messy and need hands-on support getting everything cleaned up and back on track.
The Groundwork includes catch-up bookkeeping, clean-up and corrections, chart of accounts organization, bookkeeping workflow improvements, a custom action plan, two weeks of follow-up support and a strategy call.
STARTING AT $2,750
Not Ready For Monthly Bookkeeping Yet?
Start Here.
A QUICK CHECK-IN FOR YOUR BOOKS
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
Assessment of whether your books are ready for ongoing bookkeeping or need clean-up first
A summary of key findings and recommended next steps
*Payment for this service goes toward the first monthly bookkeeping payment or quoted catch-up/clean-up project.
A high-level diagnostic review of your books to identify what’s working, what looks off, and what may need attention.
A DEEPER LOOK AT YOUR BOOKS
A deeper bookkeeping 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
Strategy call to walk through your findings and recommendations
2 weeks of follow-up support to answer questions and guide you as you implement your recommendations
*If you decide you’d rather not handle the next steps on your own, no worries. Payment for this service goes toward your first monthly bookkeeping payment or quoted catch-up/clean-up project.
A comprehensive bookkeeping review with personalized recommendations and a clear action plan for moving forward.
POPULAR ADD-ONS
+ Monthly Financial Debrief
+ Annual Financial Review
+ The Year Ahead (Budget Planning)
+ The Greenhouse (Cash Flow Planning)
+ Accounts Payable & Accounts Receivable Support
+ Payroll Support & Guidance
+ Bookkeeping System Setup
+ Sales Tax Support
+ W-9 Management
+ 1099 Prep
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Tell me about your books.
Share what’s going on, what kind of support you’re looking for, and where things currently feel unclear.
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Let’s Talk Books.
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 catch-up, clean-up, or ongoing monthly support.
THE PROCESS
Not sure where to start? i’ve got you.
Not sure where your books stand? Start with the Root Review (Diagnostic). Behind, messy, or in need of a fresh start? Choose The Groundwork. Ready for consistent monthly support? Move into The Monthly Bloom.
Want to talk it through?