My Services
I offer flexible bookkeeping solutions, designed around your business, financial needs, and long-term goals.
Services That Bring Clarity to Your Numbers
Your books should do more than satisfy a tax requirement. They should give you a clear picture of where your business stands, where your money is going, and what needs your attention.
At Safe Harbor Bookkeeping, we help real estate investors and service-based business owners turn messy or overwhelming financial information into organized, reliable books they can actually use.
We don't charge by the hour. We use fixed, value-based pricing so you know what your investment will be before the work begins. Hourly billing can make the final cost unpredictable, while fixed pricing gives you the ability to budget with confidence. It also means you're paying for the value and outcome of the service—not for how long it takes us to complete it.
Monthly Bookkeeping
Stop wondering if your numbers are right.
You may be spending evenings trying to keep up with transactions, receipts, credit cards, reconciliations, and financial reports. Or perhaps your books are technically being maintained, but you still aren't confident that the numbers tell the whole story.
When bookkeeping falls behind or transactions are recorded incorrectly, financial reports can become unreliable. You may miss expenses, overlook cash-flow issues, make decisions using outdated information, or face a much bigger mess at tax time.
We keep your books organized, current, and reconciled throughout the year. We handle the routine bookkeeping work so you can spend your time running your business instead of trying to figure out your books.
- Accurate, up-to-date financial records
- Regular bank and credit-card reconciliations
- Proper categorization of income and expenses
- Clear Balance Sheet and Profit & Loss reports
- Less time spent on bookkeeping and paperwork
- Better information for business decisions
- Easier year-end tax preparation
- Secure document sharing and support
Your financial information becomes a tool for running your business—not another task on your to-do list.
| Package | Starting At | Designed For |
|---|---|---|
| Essential | $450/month | Businesses needing dependable monthly bookkeeping and reconciliations |
| Growth | $750/month | Established businesses wanting more reporting, review, and support |
| Strategic | $1,200/month | Owners wanting deeper financial oversight and management insight |
Packages can be customized based on transaction volume, accounts, entities, reporting needs, and complexity.
Diagnostic Review
Know what's really happening inside your QuickBooks file.
Your QuickBooks file may look fine on the surface while hiding inaccurate reconciliations, misclassified transactions, incorrect account balances, outdated settings, or other issues.
Bad information can lead to bad decisions. It can distort your financial picture, create unnecessary stress, make tax preparation more difficult, and cause you to question whether your reports can actually be trusted.
Our Diagnostic Review takes a deeper look at your QuickBooks Online file to identify problem areas, explain what we find, and provide a practical roadmap for getting your books back on track.
Depending on the package, we can review reconciliations, financial statements, the chart of accounts, Accounts Receivable, Accounts Payable, customer and vendor setup, products and services, sales tax, inventory, payroll, and other key areas.
- Identify errors and inconsistencies
- Understand the health of your QuickBooks file
- Improve the reliability of your financial reports
- Identify potential compliance concerns
- Find inefficient processes
- Receive specific recommendations
- Get a clear roadmap for next steps
You don't have to guess whether your books are healthy. We'll help you understand what is working, what isn't, and what should happen next.
| Package | Starting At | Includes |
|---|---|---|
| Foundation | $495 | Reconciliation review, Balance Sheet, P&L, company settings, and Chart of Accounts |
| Comprehensive | $795 | Foundation plus A/R, A/P, Undeposited Funds, customers, vendors, and Products & Services |
| Advanced | $1,295 | Comprehensive plus sales tax, inventory, payroll setup, class tracking, and comparison to tax return |
Every review includes a written report with findings and recommendations.
Cleanup & Catch-Up
Behind on your books? Let's get you caught up.
Months—or even years—of unfinished bookkeeping can make it difficult to know where your business really stands. You may have unreconciled accounts, uncategorized transactions, duplicate entries, incorrect balances, or financial statements that don't make sense.
The longer bookkeeping problems remain unresolved, the harder they can become to correct. You may be making decisions without reliable financial information and could face unnecessary stress when tax deadlines approach.
We work through the backlog systematically, identify the underlying issues, clean up the accounts, and bring your books current so you can move forward with confidence.
Cleanup isn't simply about making the books "look right." It's about creating a reliable starting point for your ongoing bookkeeping.
- Bring overdue books up to date
- Correct historical bookkeeping errors
- Reconcile accounts
- Clean up uncategorized transactions
- Correct misclassified income and expenses
- Identify and address unusual balances
- Establish reliable financial statements
- Create a clean starting point for ongoing bookkeeping
| Package | Starting At | Designed For |
|---|---|---|
| Get Current | $750 | Small cleanup projects with limited months or issues |
| Full Cleanup | $1,500 | Businesses several months behind or with multiple bookkeeping issues |
| Complex Cleanup | $2,500+ | Multiple accounts, entities, years, or significant historical corrections |
Because cleanup work varies significantly from file to file, we'll review your books and provide a fixed project price before work begins.
Client Advisory Services
Don't just know your numbers. Know what they mean.
Many business owners receive a Profit & Loss and Balance Sheet but aren't sure what the numbers are telling them—or what they should do about them.
You may know your revenue, but not understand why cash is tight. You may be profitable on paper but constantly wondering where the money went. Or you may want to grow but don't have the financial information needed to make confident decisions.
Without meaningful financial insight, important decisions can become guesswork. Cash-flow problems can go unnoticed, expenses can creep upward, and opportunities may be missed.
Our Client Advisory Services go beyond maintaining the books. We help you understand your financial information and use it to make better business decisions.
Depending on your needs, advisory services may include financial statement review, cash-flow analysis, expense monitoring, budgeting, KPI tracking, profitability discussions, and ongoing financial guidance.
- Understand what your numbers are telling you
- Identify financial trends and problem areas
- Improve visibility into cash flow
- Monitor expenses and profitability
- Establish meaningful financial goals
- Make decisions using current financial information
- Have someone who understands your numbers in your corner
Your books tell the story of what has happened. Advisory helps you use that information to decide what happens next.
| Package | Starting At | Designed For |
|---|---|---|
| Clarity | $500/month | Owners who want regular financial review and accountability |
| Growth | $1,000/month | Businesses wanting deeper cash-flow, profitability, and KPI analysis |
| Strategic | $1,750/month | Owners seeking ongoing financial strategy and higher-level advisory support |
Advisory packages are customized around your goals, business complexity, and level of support needed.