Bookkeeping That Gets You Organized, Clear, and Back in Control

Whether you're behind, overwhelmed, or just tired of guessing, we help small business owners clean up their books, understand their numbers, and move forward with confidence.

A Simple, Proven Process to Get Your Books Back on Track

We don’t jump straight into monthly bookkeeping without understanding what’s really going on in your business.

Every client starts with a Diagnostic Review so we can identify issues, clean things up properly, and build a system that actually works for you long-term.

Bookkeeper performing detailed diagnostic review and financial analysis for small business

Step 1: Diagnostic Review (Required First Step)

Starting at $297

Every new client begins with a Diagnostic Review. This allows us to fully assess your books, identify errors or gaps, and determine exactly what needs to be done before any cleanup or ongoing service begins.

This ensures you're not paying for guesswork — you're getting a clear, strategic plan.

What’s included

  • A review of your current bookkeeping setup

  • Identification of errors, gaps, and cleanup needs

  • A roadmap for the next best step

  • The Diagnostic Review fee is applied toward your cleanup or first month of service if you move forward

Best for business owners who are not sure whether their books are accurate, current, or ready for ongoing support.

We’ll walk through your situation and see if this is the right fit

Messy bookkeeping with piles of receipts and disorganized financial records causing business stress

Step 2: Cleanup & Catch-Up

Cleanup is custom-priced based on the condition of your books, determined after the Diagnostic Review.

If your books are behind, inconsistent, or inaccurate, Cleanup & Catch-Up brings everything back into order so you can move forward with confidence.

Cleanup is scoped based on the condition of your books and completed as a structured project before moving into monthly support.

What’s included

  • Transaction cleanup and recategorization

  • Reconciliation of bank and credit card accounts

  • Review and correction of bookkeeping issues

  • A cleaner foundation for tax-ready books and future monthly service

Best for service-based business owners who have fallen behind while focusing on clients, projects, and day-to-day operations.

Clear financial dashboard and organized bookkeeping reports showing business clarity and financial control

Step 3: Monthly Bookkeeping Support

Once your books are clean and accurate, we move into ongoing monthly bookkeeping designed to keep everything organized, up to date, and easy to understand.

You’ll always know where your business stands, without scrambling at tax time or second-guessing your numbers.

Monthly bookkeeping packages are available after completing a Diagnostic Review and any necessary cleanup.

Essentials Package

Starting at $350/month

Reliable monthly bookkeeping for solo service providers and lean small businesses that need clean books, organized records, and tax-ready reports.

Best for solo businesses and owner-operated companies with straightforward monthly bookkeeping needs.

(Most Popular)

Growth Package

Starting at $550/month

Monthly bookkeeping with deeper visibility for growing service-based businesses that need stronger reporting, better cash flow insight, and more support as operations become more complex.


Best for established businesses with more moving parts, more financial activity, and a need for more than basic monthly bookkeeping.

Chamber of Commerce members receive 10% off monthly bookkeeping packages.

Strategic Bookkeeping + Advisory

Starting at $1,100/month

Higher-touch bookkeeping and financial insight for established service-based businesses that want forecasting, KPI visibility, and more strategic support throughout the year.

Best for business owners who want bookkeeping plus more proactive financial guidance and insight.

Tax Preparation

Kirk Business Solutions prepares individual and business tax returns for small business owners. From personal 1040s to partnership and S corporation returns, we prepare accurate returns based on complete financial information.

Advisory Add-Ons

  • Quarterly strategy sessions

  • Budgeting support

  • Cash flow planning

  • KPI review and reporting

Add-On Services

Additional support is available for clients who want deeper financial insight or help beyond standard bookkeeping.

Additional Support

  • 1099 preparation

  • Sales tax support

  • Payroll coordination

  • QuickBooks Online Training

Frequently Asked Questions

Do I have to start with a Diagnostic Review?

Yes. The Diagnostic Review is how we determine the condition of your books and the best next step. This ensures accuracy and prevents unnecessary work or cost.

What if my books are several months behind?

That is exactly what Cleanup & Catch-Up is for. We’ll assess what needs to be corrected and create a plan to get your books current.

Can I go straight into a monthly package?

If your books are already clean and current, we may be able to move directly into a monthly package after the Diagnostic Review.


Ready to Finally Feel Confident in Your Numbers?

The first step is a consultation call. We’ll talk through your current situation, identify what’s not working, and map out the next best step for your business.