Bookkeeping & Financial Management | Downie Business Solutions

Monthly Bookkeeping

Ongoing monthly reconciliation, transaction categorization, financial statement preparation (P&L, Balance Sheet, Cash Flow), and delivery of clean reports you can actually read and act on. Available monthly or quarterly depending on your volume.

Cleanup & Catch-Up

Behind on your books? Months or years of disorganized transactions, missed reconciliations, or uncategorized expenses? We bring your books current, accurate, and organized — then hand them off clean or transition you into ongoing monthly management. Priced by scope, not by the hour.

Fractional CFO

You do not need to hire a full-time CFO to have one in your corner. Our Fractional CFO service gives you financial strategy, KPI tracking, cash flow forecasting, budget development, and executive-level financial insight — at a fraction of the cost. Built for businesses ready to scale.

	TAP Structure $6,000/year	TAP Strategy ⭐ Most Popular $12,000/year	TAP Mastery $20,000/year
Monthly Bookkeeping	✓	✓	✓
Business Tax Returns	1 entity	Up to 2 entities	Up to 4 entities
Personal Tax Returns	✓	✓	✓
Payroll Compliance	Add-on	Setup + oversight	Full management
Tax Planning Sessions	Annual (1x)	Quarterly (4x)	Monthly
Advisory Sessions	Quarterly	Quarterly	Monthly
Fractional CFO Services	✕	✕	✓
Audit Monitoring	✓	✓	✓

TAP Structure

Starting at

$6,000/year

For business owners ready to clean up, get organized, and take control.

Clean books, compliance support, and year-end tax preparation. Best for businesses under $500K in annual revenue.

TAP Strategy

Starting at

$12,000/year

For growing businesses that want to stay ahead year-round.

Adds compliance management and advisory support for growing businesses. Best for businesses with $500K–$1M in annual revenue.

TAP Mastery

Starting at

$20,000/year

For established businesses ready to scale profitably.

A complete financial partnership with Fractional CFO support and unlimited advisory. Best for businesses with $1M+ in annual revenue.

Want the full breakdown?

Download our Tax Advantage Partnership brochure for complete tier details, add-on pricing, and FAQs.

FAQ

Frequently Asked Questions

What’s the difference between bookkeeping and accounting?

Bookkeeping records your transactions. Accounting interprets that data so you can make better business decisions.

Do you clean up old books or only maintain current records?

Both. We bring backlogs current, then keep them accurate moving forward.

Do you set up accounting systems for new businesses?

Yes. We’ll set up your accounting system, customize it for your industry, and provide diagnostic reviews.

Can you also handle payroll compliance and filings?

Absolutely. We handle payroll runs, remittances, and filings to keep you penalty-free.

How often will I get financial reports if I work with you?

Monthly by default, with quarterly or custom reporting available.

How much do your services cost?

Pricing varies depending on your business needs. Monthly bookkeeping packages start at $350. Catch-up and cleanup projects are quoted based on scope, with upfront estimates provided before work begins. Schedule a consultation to receive a custom quote tailored to your business.

Ready to Get Your Books Right?

Schedule a consultation and we will assess your current bookkeeping situation, identify what needs to be cleaned up, and recommend the right service level for your business.