Advisory- Level Bookkeeping & Strategic Financial Insight
Your expertise belongs elsewhere.
Hand over the numbers game and harness your true business potential.
Monthly Bookkeeping & Reports for Reliable Financial Visibility
Your books in order. Your mind at ease.
Keeping your books up to date doesn’t have to be your burden. With our monthly bookkeeping service, we reconcile your transactions, organize your accounts, and deliver clear, reliable reports — every month. You’ll always know where your business stands — not just at tax time, but all year long — so you can make informed decisions with clarity and confidence.
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Business owners who want accurate, up-to-date financial records without doing it themselves.
Entrepreneurs who are scaling and need financial clarity to make informed decisions.
Those who want to avoid tax-time surprises and keep their books organized year-round.
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Businesses that do not use QuickBooks Online or are unwilling to transition to it.
Owners who prefer to DIY their bookkeeping and don’t see the value in outsourcing.
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✔ Proper categorization of transactions for accurate financial tracking.
✔ Clear, easy-to-read financial reports that show where your money is going.
✔ Cash flow insights to help you plan ahead.
✔ Peace of mind knowing your books are handled accurately and on time.
✔ Optional add-on services: bill pay management, invoicing, payroll, sales tax reporting.You will:
Eliminate financial guesswork and gain clear visibility into your business finances.
Free up time to focus on growing your business rather than managing the books.
Make smarter, data-driven decisions with confidence.
Pricing: Custom based on volume, starts at $450/month
Catch-Up Bookkeeping Services to Clean, Correct, & Get You Current
Untangle the mess. Get Back on Track.
Behind on your books? You’re not alone — and you don’t have to figure it out alone either. Our Catch-Up Bookkeeping service is designed to sort through the mess, fix past errors, and bring your books up to date fast. Whether you’re preparing for tax season, applying for funding, or just tired of not knowing your numbers, we’ll get you caught up and confident.
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Business owners who have fallen behind on their bookkeeping and need to get organized fast.
Entrepreneurs whose financial reports don’t add up and need an expert to fix them.
Those who need accurate numbers before tax season, loan applications, or a big financial decision.
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Brand new businesses that don’t have any transactions to clean up.
Those looking for tax filing services (we clean the books, your CPA files the taxes).
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✔ Full review and correction of past bookkeeping errors.
✔ Categorization and reconciliation of missing transactions.
✔ A clear and organized Profit & Loss statement.
✔ Insights on how to prevent bookkeeping issues in the future.
✔ A fresh start with accurate, updated books.You Will:
No longer have messy, inaccurate financials—everything is organized and correct.
Reduce the risk of overpaying taxes due to bookkeeping errors.
Give yourself peace of mind knowing your numbers are in order.
Pricing: Custom based on complexity
Advisory-Level Bookkeeping & Strategic Financial Insight
If you’re ready to go beyond basic bookkeeping, our advisory-level service is for you. In addition to keeping your books accurate and organized, we help you interpret your numbers, track progress toward goals, and uncover opportunities for greater profitability. You’ll get tailored financial insights — not just reports — and a trusted partner who’s as invested in your growth as you are.
From Numbers to Knowledge. From Bookkeeping to Better Decisions.
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Business owners who want more than just bookkeeping—they want financial insights to grow.
Entrepreneurs making money but unsure how to maximize profitability.
Those who need expert guidance on cash flow, budgeting, and scaling strategies.
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Business owners looking for tax strategy or filing services (we focus on operations, not tax law).
Those who just want bookkeeping without any additional insights.
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✔ Monthly or quarterly financial check-ins to review your numbers.
✔ Cash flow analysis to help you plan expenses and investments.
✔ Profit margin insights to optimize your business operations.
✔ Guidance on hiring, expansion, or cost-cutting strategies.
✔ A proactive financial partner helping you grow profitably.You Will:
Gain the confidence to make financial decisions based on reliable data.
Improve cash flow management to avoid financial stress.
Set your business up for long-term profitability and growth.
Pricing: Custom based on needs, starts at $700/month
Why They Trust Numera
“Keeping up with my books was always a challenge, and things would quickly get messy. Cristen has helped me get organized and understand how to categorize everything correctly for taxes.
Cristen has saved me tons of time and reduced my stress during tax season.
I love that working with Cristen can be done effectively via email. I trust her, she knows what she's doing.”
—Amelia, Serene MKTG
“It’s been a pleasure working with Cristen.
She’s honest, supportive, and incredibly respectful of my both time and my ability to understand the issues. She was a delight to work with, and we will continue to hire her for future audits and support.
It’s a relief knowing I can count on her when I need help.”
—Megan, Real Estate Development Firm