Let us do your books.
We're here to manage your books, so you can focus on what truly matters – growing your business.
Our Services
A selection of what we offer.
Tax Prep & Book Clean Up
Monthly Bookkeeping
Quarterly Bookkeeping
Client Feedback
Some recent kind messages from current and previous patients.
TiffThey immediately eliminated my stress.
LicethKept the math off of my plate, so I could focus on the people.
JuliaExtremely patient and flexible! I had nothing set up yet! Thank you!
AmeliaHelped me understand my options and make the next move.
Our Story
"Books & Budgets" began as a shared vision between two passionate individuals, Darwin and Rae, each bringing a unique set of skills and experiences to the table. Darwin, with his robust background in accounting and finance, coupled with the hands-on insights from running his own landscaping business, brings a practical, ground-up understanding of the financial challenges businesses face. Rae, as a seasoned small business consultant and professional project manager, contributes a strategic and holistic approach to financial management. Her experience in bookkeeping for diverse businesses, from nail salons to burgeoning startups, adds a nuanced perspective to our services.Our journey is more than just about numbers; it's about the stories and dreams behind each business we work with. It's about turning the often overwhelming world of finance into a clear, navigable path for our clients.
Why Choose Us?
Our backgrounds matter because they're not just about our experiences, but about how we apply them to your business. With Darwin's practical know-how in managing a business's financials and Rae's strategic approach to small business growth, we offer a unique blend of expertise. This synergy allows us to provide tailored bookkeeping services that not only ensure precision in your financial records but also align with your business's long-term goals.We believe in empowering you, the business owner, with the knowledge and tools to understand your financial landscape. This means not just taking care of your books but also educating you about the what, how, and why of your financials. Our approach is personal – we get to know your business inside out, aligning our services with your specific needs and aspirations.In choosing Books & Budgets, you're not just getting a bookkeeper; you're gaining a partner who's as invested in your business's success as you are. We're here to turn the financial aspect of your business from a source of stress into a foundation for growth.Together, let's write your business's success story.Additional Benefits:
/Referral Discounts: Enjoy benefits for referring fellow business owners.
/ Sustainability Reporting: Available as an add-on for eco-conscious businesses.
/ Feedback Mechanism: Your input helps us evolve and serve you better.
Quarterly Bookkeeping
Price: $300/quarter or $100/monthIdeal For: Clients preferring a less frequent, yet comprehensive bookkeeping service.Special Offer: Free initial consultation to tailor the package to your specific needs.
/ Tailored services for quarterly bookkeeping needs.
// Emphasis on transaction categorization, financial reporting, and budgeting.
/// Quarterly financial reporting (customizable), including Profit & Loss, Balance Sheet, and Cash Flow Statements.
//// Management of Accounts Receivable/Payable (Bill Pay)Bonus: Optional quarterly performance review meetings for personalized advice.Ensures up-to-date financial health and cash flow management.
Monthly Bookkeeping
Price: $150/month (Month-to-Month) or $125/month (Billed Every 6 Months)Ideal For: Small business owners requiring ongoing, detailed bookkeeping services.Special Offer: Free initial consultation to tailor the package to your specific needs.
/ Comprehensive accounting software setup and process optimization.
// Regular transaction processing, categorization, and reconciliation.
/// Monthly financial reporting (customizable), including Profit & Loss, Balance Sheet, and Cash Flow Statements.
//// Management of Accounts Receivable/Payable, Budgeting, and Cash Flow.
///// Technology integration with your existing business software.Bonus: Monthly financial insights newsletter and optional educational webinars.
Tax Prep & Book Clean Up
Price: Packages starting at $250. Custom tiers available.Ideal For: Small business owners needing to catch up and prepare for tax season.Special Offer: Free initial consultation to tailor the package to your specific needs.
/ Stress-free tax season preparation with tax-ready financial statements.
// Services include a diagnostic review, categorization, reconciliation, receipt matching, and necessary adjustments.
/// Detailed Year End Financial Report and Ratio Analysis.Turnaround: 2-3 weeks, subject to complete document access.
Contact & Appointments
To contact us or make an appointment, please fill in the relevant fields below.