Services
Where am I going? What are my next steps? What is/isn’t working?
Our goal is to bring you the clarity you need to expand your business profits without the guesswork. Make informed decisions from a place of confidence, knowing that your numbers are accurate and providing the key data that you need. We do the heavy lifting for you in your business’ finances so you can get back to doing only the work you can do...the work you love.
“If you fail to plan, you are planning to fail”
— Benjamin Franklin
Our Packages
Building Profit & Legacy
For the growing or established business owner who is ready to leverage advisory services, plan for the future, and build their legacy.
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Complex business activity
Monthly Record-keeping
Enhanced Monthly Financial Reports
Quarterly Financial Overview Meeting
Enhanced Advisory
Annual 1099 Filings & Compliance Reminders
Phone/Email Support
**Add-on services available
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Starting at $2,000 per month
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Cashflow Forecasting & Projections
Receipt Management
KPI Tracking (Key Performance Indicators)
Job Costing
Budgeting
Receipt Capture
A/P
Payroll
Sales Tax
Catch-ups
Clean-ups
Strategy & Insight
For the growing business owner who is ready to utilize key data about their business performance to drive decisions.
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Middle business activity
Monthly Record-keeping
Enhanced Monthly Financial Reports
Quarterly Financial Overview Meeting
Expanded Advisory
Annual 1099 Filings & Compliance Reminders
Phone/Email Support
**Add-on services available
**Transaction limits may apply
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Starting at $750 per month
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Receipt Management
KPI Tracking (Key Performance Indicators)
Job Costing
Budgeting
Receipt Capture
A/P
Payroll
Sales Tax
Catch-ups
Clean-ups
Tax Ready
For the small business owner who is ready to feel prepared at tax time, knowing that their business accounting is accurate and ready to turn over to their tax professional.
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Simple business activity
Monthly Record-keeping
Standard Monthly Financial Reports
Quarterly Financial Overview Video
Light Advisory
Annual 1099 Filings & Compliance Reminders
Phone/Email Support
**Add-on services available
**Transaction limits may apply
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Starting at $450 per month
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Receipt Capture
A/P
Payroll
Sales Tax
Catch-ups
Clean-ups
Getting Started with Solt Bookkeeping & Advisory
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Discovery Call
We’ll meet virtually to get to know your business and understand your goals.
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Diagnostic Review
We review your current bookkeeping and accounting processes and provide a clear plan to move forward.
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Onboarding
We set up your systems, clean up your accounting, and organize your financial data for accurate reporting and insights.
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Recurring Services
We handle your ongoing accounting so you can focus on growing your business with confidence.
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Process Improvement
As we learn your business, we identify opportunities to improve processes, reporting, and insights. This includes everything from tracking expenses and employee time to refining workflows, helping you make smarter financial decisions.