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Bookkeeping Services

Advisory & Software Training

Understand what your numbers are telling you.

Call (310) 800-4494Book a Free Consultation

Remote bookkeeping — monthly close, cleanup, and books ready for your CPA.

Getting accurate reports is half the job. The other half is being able to read them — knowing which metrics matter for your business and what a change in them means.

At a glance

Read your own numbers

A walkthrough of what your statements and key metrics are telling you.

Software training

Your team taught the parts of the accounting file they actually touch.

Structure that evolves

Chart-of-accounts guidance as the business changes shape.

Lender and buyer prep

Getting reporting into the form a third party expects.

What we handle

  • Walk through your monthly statements and the metrics that matter for your industry
  • Train you or your staff on the accounting software you use day to day
  • Advise on chart-of-accounts structure as the business changes
  • Help you prepare records and reporting for a lender or a buyer

Problems this fixes

  • Reports that arrive every month and never get read
  • Staff entering data inconsistently because nobody trained them
  • No idea which numbers actually signal trouble

What you end up with

You can read your own books and act on them.

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

Call (310) 800-4494Book a Free Consultation
View pricing

How It Works

1

Free review

We look at where your books actually stand — no obligation, no charge.

2

Scope and quote

You get a fixed price or a package recommendation before any work starts.

3

We do the work

Inside your accounting file, so you can see everything as it happens.

4

Ongoing close

Books stay current month to month, ready for your CPA at tax time.

Advisory & Software Training — Frequently Asked Questions

Is this tax advice?

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No. We do not provide tax, legal, or financial advice. Advisory here means understanding your bookkeeping, your reports, and your accounting software. Anything touching tax strategy belongs with your CPA or enrolled agent.

How is it billed?

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By the hour, at $125 for new clients. Package clients get review calls included at the Standard tier and above.

What is included in advisory & software training?

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Walk through your monthly statements and the metrics that matter for your industry; Train you or your staff on the accounting software you use day to day; Advise on chart-of-accounts structure as the business changes; Help you prepare records and reporting for a lender or a buyer. You can read your own books and act on them.

What problems does advisory & software training solve?

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Most often: reports that arrive every month and never get read; staff entering data inconsistently because nobody trained them; no idea which numbers actually signal trouble. Getting accurate reports is half the job. The other half is being able to read them — knowing which metrics matter for your business and what a change in them means.

How much does advisory & software training cost?

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Monthly packages start at $200 and scale with transaction volume and complexity; project work such as cleanup is quoted at a fixed price after a short no-obligation review. You know the number before any work begins — see the pricing page for current tiers, or book a free consultation for a recommendation based on your actual books.

Related

All bookkeeping servicesPricingIndustries we serve

Talk through advisory & software training

The consultation is free, and you will leave it knowing what the work involves and what it costs.

Book a Free ConsultationView Pricing
  • Done-for-you
  • Solo or group
  • Nationwide

Get Started

The fastest way is to call. If you prefer, you can book online below.

(310) 800-4494
or

Book Online

Share your details and preferred availability.