Bookkeeping

Bookkeeping

Do you need a Bookkeeper?

Smiling man and woman in warehouse with shipping boxes

You need bookkeeping support if:

You’re spending too much time on the numbers. If you’re stuck reconciling bank accounts or sorting receipts instead of focusing on sales, clients, or growth—you need a bookkeeper.

You feel like the business is running you. It’s easy to forget why you started your business when you’re putting out fires. 

You want to know if you can pay yourself more. Your business was meant to support your life and give you freedom. The business needs to make it all worth your effort. 

Your books are messy or behind. If tax season fills you with dread because your records aren’t current (or worse, not accurate), a bookkeeper can keep everything organized and compliant.

You don’t have a clear picture of your finances. If you’re unsure how much money is coming in, where it’s going, or what you can pay yourself, bookkeeping provides the clarity you need.

Your business is growing. Once your revenue and expenses increase, DIY bookkeeping becomes risky. A bookkeeper ensures your financial foundation grows with your business.

You want peace of mind. Knowing your books are accurate and up to date means fewer surprises, smarter decisions, and less stress.

How Can a Bookkeeper Help You?

Two small business owners posing proudly in front of their storefront with a vintage 'Open' sign

Fifth Compass Bookkeeping keeps your financial foundation strong by providing accurate numbers, a clear picture of the story of your business, releasing you of the stress relationship with your financials. Here’s how we support your business:

1. Keep Your Records Organized
Every transaction—income, expenses, payments—is tracked and categorized correctly, giving you clean, reliable books. We are able to attach copies of receipts, checks, documents, so no more shoeboxes at tax time. 

2. Reconcile Accounts
We ensure your bank, credit card, and other accounts match your records, catching errors or missing entries before they become problems.

3. Provide Tax-Ready Books
Accurate, up-to-date bookkeeping means no scrambling at tax time. Your CPA or tax preparer will have everything they need.

4. Deliver Clear Reports
From Profit & Loss statements to Balance Sheets and Cash Flow reports, you’ll see the numbers that actually matter for running your business. Most importantly, we can interpret the story your business is telling you so you can use your financials to determine the health of your business. 

5. Save You Time & Reduce Stress
Instead of spending hours buried in spreadsheets, you can focus on your business while your bookkeeper handles the details.

6. Support Better Decisions
With accurate financial data, you can make smarter choices about spending, hiring, pricing, and growth.

The Best Bookkeeping Services for Your Industry

We’ve helped countless industries with their bookkeeping needs; these are just a few we’ve worked extensively in.

  • Service Business Bookkeeping
  • Marketing Bookkeeping Services
  • Health & Wellness Bookkeeping
  • Influencer Bookkeeping Services
  • E-Commerce Bookkeeping
  • Retail Bookkeeping Services
  • Web Designer Bookkeeping
  • Consultant Bookkeeping Services
  • Business Bookkeeping
  • Coach Bookkeeping Services
  • Pet Sitter Bookkeeping
  • Personal Bookkeeping Services
  • Photographer Bookkeeping
  • Graphic Designer Bookkeeping

Consultation

This meeting is very comprehensive and lasts about 1.5-2 hours. We’ll ask you many questions to understand the scope of the business, the status of your current financials, the business services that will be needed, expectations, the future of the business, how we can assist with your goals, address any areas of concern, etc. You will also have an opportunity to ask us questions. At the conclusion of this call, we will have a clear understanding if we want to proceed further. If an NDA is needed, please send it to prior to the call.
 

Access Books

Follow these steps to provide us access to your financials. It is very helpful if you can provide access to your books prior to the consultation.

In QuickBooks:

– Go to the Gear Icon.

– Choose Manage Users.

– Select the Accountant tab.

– Click the Invite Accountant link.

– Enter this email: 

support@alisesaundersfinancialservices.com

– Click Save.

Proposal

Together, we will review a customized proposal, which includes pricing, payment terms, and an overview of how our CFO, coaching, and/or full- service bookkeeping will be able to meet your needs. After we meet, the proposal will be sent to you for your review and signature, should we both choose to move to the next step.

Engagement Letter

This step is the legal aspect of our relationship. The engagement letter details our respective responsibilities, sets forth the foundation of our relationship, and details the services we will and will not be providing. If we both wish to move to the next step, we will both sign and begin the onboarding process. 

Onboarding Meeting

Depending on the service(s) you engage, this meeting will detail the access we require to get started. This may include business bank accounts, credit card accounts, loan accounts, budgets, forecasts, KPIs, financial reports, and applications that you use such as Bill.com, Hubdoc, Auto Entry, and Stripe, etc. The sooner access is provided, the faster we can started! The longer it takes to get this information, the longer it will take for us to get started. 

Our Expertise

The quality of our professional bookkeeping service is unmatched, and we have the badges to show for it.

Hubdoc Certified Partner Badge
Hubdoc Certified Partner Badge
hubdoc specialist xero partner badge
hubdoc specialist xero partner badge
hubdoc certified qbo masterclass badge
hubdoc certified qbo masterclass badge
hubdoc certified quickbooks online sales tax badge
hubdoc certified quickbooks online sales tax badge
Hubdoc Certified QBO ProAdvisor Badge
Hubdoc Certified QBO ProAdvisor Badge
tsheetspro fundamentals badge
tsheetspro fundamentals badge
hubdoc certification xero sales tax certified badge
hubdoc certification xero sales tax certified badge
digital bookkeeper association badge
digital bookkeeper association badge
intuit certified online proadvisor badge
intuit certified online proadvisor badge
bookkeeper business launch certificate of completion
bookkeeper business launch certificate of completion
bill expert certified badge
bill expert certified badge
xero advisor certified
xero advisor certified

As an Intuit Solutions Provider and Certified Intuit ProAdvisor, we support clients with expert QuickBooks Online setup, cleanup, and ongoing advisory—so your numbers actually drive decisions.

Why We Use QuicBooks Online

We build our bookkeeping and advisory services on QuickBooks Online because it provides reliable, real-time financial data that supports smarter decisions—not just cleaner books.

When implemented correctly, QuickBooks Online becomes a living system that supports growth, forecasting, and accountability. Our role is to ensure it is structured, maintained, and interpreted at a CFO level.

What Our Certification Means for You

As a Certified Intuit ProAdvisor, Fifth Compass meets Intuit’s training and certification standards and works inside QuickBooks Online every day.

This means your financial systems are set up correctly, and your data is designed to support leadership decisions—not just compliance.

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Invest in Your Future

You might think it’s trite to use the word investment, but when you invest in financial services, you're not just paying for numbers—you’re investing in clarity, strategy, and momentum for your business. Working with a professional bookkeeper and CFO advisor means you’re no longer flying blind. You get expert insight, proactive support, and a clear financial roadmap that helps you drive results and increase your cash flow.

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You Get What You Pay For

According to Salary.com the median annual wage for a bookkeeping professional exceeds $49,000— and that’s before adding taxes, benefits, and office set up.  With our bookkeeping services, you get strategic financial expertise, without the full-time expense.

Obviously your investment in the relationship with us will be nowhere near this amount, but we’re not cheap! In fact, we’re more expensive than any other bookkeepers. That’s because:

We have Errors & Omissions Insurance of $1,000,000.
Close-up of an E&O Insurance document with a fountain pen and glasses

This means you're covered if WE make an error.

You work too hard to be this stressed about money. I help business owners get control of cash flow, stop the financial guesswork, allowing you to make confident decisions.

Need A Profit Expert to Evaluate Your Business?

You’ve come to the right place. We’ve helped business owners just like YOU increase profit/cash flow so you can enjoy your business again, reach your goals, and have a more balanced life. I help you plug leaks in your business so you can sleep easy knowing all the bills are paid. Mental blocks slowing you down also? No problem. We’ve got you. Our profit expert is also a beliefs expert that can break down the thoughts, words and beliefs that are disempowering you, keeping you small and caged. Your full potential is within reach. 

Book Your FREE Consultation