Bold Bookkeeping

Be Bold. Be Balanced.
Be in Control.

At Bold Bookkeeping, we believe numbers tell a story — and we make sure yours is one of growth, clarity, and confidence. We are not just here to reconcile your accounts; We are here to help you take charge of your financial future.With a sharp eye for detail, a no-nonsense approach, and a passion for helping businesses thrive, We turn messy books into crystal-clear financial pictures you can trust. Whether you’re a start-up chasing your first big win or an established business ready to scale, We bring the accuracy, insight, and strategic thinking you need to make bold moves.Your business deserves more than “just bookkeeping.” It deserves a partner who understands your goals, keeps you compliant, and delivers the clarity you need to make smart, confident decisions.Be Bold. Be Balanced. Be in Control.

Who We Work With

• Small Business Owners - from solo entrepreneurs to growing teams• Freelancers & Contractors - creatives, consultants, and gig workers• Startups - setting up systems for growth from day one• E-commerce Stores - Shopify, Etsy, Amazon, and online retailers• Trades & Service Providers - plumbers, electricians, landscapers, cleaners• Restaurants & Cafes - managing high-volume transactions with precision• Real Estate Agents & Brokers - tracking commissions, expenses, and closings• Health & Wellness Professionals - therapists, coaches, and clinic owners• Professional Services Firms - law offices, marketing agencies, consultants• Nonprofits & Community Organizations - keeping you compliant and grant-ready

Services Offered

Basic Package
•    Monthly bank & credit card reconciliation
•    Monthly income & expense categorization
•    Monthly financial statements (P&L & Balance Sheet)
•    Accounts receivable tracking (record payments only)
•    Accounts payable tracking (record bills only)
•    Optional - add-ons: payroll and sales tax tracking
•    Email/chat support only
• Optional - Monthly 30-min support/review calls
•    Secure document storage included
•    Software subscription sometimes included⸻Mid-Level Package
•    Weekly or bi-weekly bank & credit card reconciliation
•    Weekly or bi-weekly income & expense categorization
•    Monthly financial statements (P&L & Balance Sheet)
•    Accounts receivable tracking (record + monitor aging)
•    Accounts payable tracking (record + schedule payments)
•    Optional - Payroll processing available as an add-on
•    Optional - sales tax filing & basic inventory tracking
•    Basic budgeting included
•    Optional - industry-specific reporting
•    Monthly 30-min support/review calls
•    Software subscription usually included
•    Dedicated bookkeeper assigned⸻Premium / Full-Service Package
•    Weekly or daily bank & credit card reconciliation
•    Weekly or Daily income & expense categorization
•    Monthly financial statements (P&L & Balance Sheet)
•    Full accounts receivable service (invoicing + collections)
•    Full accounts payable service (bill pay)
•    Payroll processing included
•    Sales tax tracking & filing included
•    Advanced inventory & job costing tracking
•    Advanced budgeting, forecasting, & cash flow planning
•    Customized industry-specific reporting
•    Monthly or bi-weekly strategy meetings
•    Software subscription always included
•    Advanced secure document storage.
•    Dedicated bookkeeper + senior oversight
•    Full fractional CFO advisory services

At Bold Bookkeeping, we keep our pricing simple, transparent, and designed to fit your business needs. Whether you want to learn how to manage your own books or hand it all over to the pros, we’ve got you covered.__________1. One-Time Setup & Training Package - Flat Rate plus retainerPerfect for business owners who want to stay in control of their own bookkeeping but need expert guidance to get started right.Includes:
•    Complete setup of your bookkeeping system (QuickBooks Online or preferred platform)
•    Customized chart of accounts tailored to your business
•    1-on-1 training session teaching you exactly what to do each month
•    Step-by-step checklist for ongoing bookkeeping tasks
•    12-Month Retainer: Access to email & phone support for follow-up questions throughout the year__________2. Full-Service Monthly Bookkeeping — Per Month FeeIdeal for busy owners who want it all taken care of — accurate, stress-free, and always up to date.Includes:
•    Monthly transaction categorization & bank reconciliations
•    Financial statement preparation & delivery
•    Sales tax tracking (if applicable)
•    Optional - Monthly check-ins to review your business performance
•    Year-end tax-ready financial reports
•    Optional - Priority email & phone support__________Not sure which option is right for you? We’ll walk you through the choices and create a plan tailored to your needs. Pricing is based on key factors like your monthly transaction volume, the specific services you want included (such as Monthly reconciliation, Accounts receivable tracking, Sales tax Tracking or reporting), and the frequency of each service (such as weekly or monthly). This way, you only pay for what you truly need and get the perfect balance of value, accuracy, and support for your business.

📞 Contact UsAt Bold Bookkeeping, we’re here to make connecting with us simple and stress-free. Whether you have a quick question, need help with your books, or are ready to get started — reach out the way that works best for you.⸻📱 Call UsPrefer to talk it through?Give us a call at: 903.214.5654We’ll be happy to walk you through your options.⸻💬 Text UsNeed a quick answer on the go or schedule a consultation call?Text us anytime at: 903.214.5654We’ll respond as soon as possible (typically within 24 hours).⸻✉️ Email UsFor detailed questions or to schedule a consultation, email us at [email protected].We’ll follow up promptly with the information you need.⸻💡 Not sure which option is right for you? No worries — reach out any way you’d like, and we’ll take it from there.