Services
At Beyond the Books, we offer more than difficult-to-read financial statements. We take the time to understand your business, your goals, and what you’re working toward so we can provide meaningful guidance as you make decisions. We’re committed to digging into your financial data and providing accurate, functional analysis you can rely on.
Services That Make You the Boss of Your Books
Whether you’re buried in receipts or just need a second set of eyes, we’ve got a service that clears the fog — and helps you make confident financial decisions all year long.
Bookkeeping Services
Build a Strong Financial Foundation
Starting at $350/month
Designed for startups and very small businesses with straightforward bookkeeping needs. Eligibility is based on transaction volume and overall business complexity.
Every Essential Client Receives:
Quarterly bookkeeping and reconciliations
Quarterly financial reports
Year-end financial package prepared for a smooth tax season
Annual 1099 preparation and filing
Up to 2 bank, credit card, and loan accounts
Xero + Hubdoc subscription
Secure client portal
Understand Your Numbers with Confidence
Starting at $600/month
Designed for established businesses that require ongoing monthly bookkeeping to keep financial records accurate, current, and ready for informed decisions.
Every Insight Client Receives:
Monthly bookkeeping and reconciliations
Unlimited bank, credit card, and loan accounts
Monthly financial reports with expert insights
Dedicated bookkeeping specialist
Year-end financial package prepared for a smooth tax season
Annual 1099 preparation and filing
Xero + Hubdoc subscription
Secure client portal
Make Confident Business Decisions
Starting at $950/month
Designed for established businesses that want proactive financial guidance to plan ahead, improve profitability, and make confident business and financial decisions.
Every Strategy Client Receives:
Includes everything in the Insight Plan, plus:
Priority month-end close and reporting
Dedicated bookkeeping specialist and account manager
Monthly strategy meeting
Profitability and trend analysis
Annual budget and planning meeting
Customize Your Bookkeeping
Full Service Payroll
$250/month
Payroll
Tax Filings
1099 and W2 Processing
Sales Tax Filings
$250/month
Registration assistance
Monthly/quarterly filings
Nexus guidance
Catch-Up and Clean-Up
$100/hour
Bring your books current
Historical reconciliations
Cleanup before tax season
Training and Consulting
$100/hour
Hourly assistance designed to help small businesses
DIY Xero Setup Course
Coming Soon!
Our DIY Xero Setup Course is built for small business owners and freelancers who want control over their bookkeeping. In this self-paced course, you’ll set up your Xero account step-by-step and end with a clean, customized system that actually works for your business.
Not Sure Where to Start?
That is what the free Clarity Call is for.
We’ll review where you are now, what you truly need (and don’t), and how we can support you.
Beyond the Books
Clear financials. Confident decisions.
FOLLOW US
OUR SERVICES
QUICK LINKS
This site does not provide legal or financial advice.
Beyond the Books is led by an IRS Enrolled Agent. As an IRS Enrolled Agent, Cat is fully authorized to represent you in audits, ensuring your rights are protected and providing expert guidance every step of the way. If you've received an audit notice, don’t navigate it alone. Contact Beyond the Books for a personalized consultation and quote tailored to your situation. Learn more about what an EA is HERE.
©2026 Beyond the Books. All rights reserved.
Powered by Launch360.co