Running a business is hard enough - keeping your books in order shouldn’t be. At Evolv Bookkeeping, we take the stress out of managing your finances with expert bookkeeping services tailored for small businesses like yours.
Welcome to Stress-Free Bookkeeping
Packages
At EvolvBookkeeping, we know that accuracy and trust are essential to managing your finances with confidence. Our personalized support takes the stress out of bookkeeping, so you can spend more time growing your business and less time worrying about the numbers.
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Services Included:
Monthly bookkeeping
Reconciliation of 1 bank account + 1 credit card
Basic tracking and summaries via Excel
Optional financial reports (requires accounting software)
Email support
30-minute monthly check-in
Perfect for solopreneurs and freelances who need clean books and monthly clarity.
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Services Included:
Bi-weekly bookkeeping
Reconciliation of 2 bank accounts + 2 credit cards
Accounts payable & Receivable tracking
Monthly Excel-based reports or software-generated reports (if applicable)
45-minute monthly strategy call
Dynamic KPI Dashboard included (Excel or software based)
Ideal for service or product-based businesses that need more frequent insight and growing support.
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Services Included:
Weekly bookkeeping & transaction management
Full A/P and A/R management
Monthly & Quarterly Excel-based or software reports (if applicable)
Collaboration with your CPA to prepare accurate records for tax filing
Year-End Financial Prep (organization and reporting only)
2 Phone Check-ins/Month
Unlimited Email Support
Dynamic KPI Dashboard + Inventory Tracking (up to 150 SKUs)
Our most comprehensive service. Designed for busy business owners ready to fully outsource their books.
Additional Services-
Book a free, no-obligation consultation to review your current bookkeeping system and see how we can help your business thrive. You'll receive clear, personalized advice based on your records, business stage, and goals.
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Set up your bookkeeping system quickly and easily with Excel or QuickBooks Online. We'll handle your account setup, organize your category structure, and provide a personalized walkthrough to help you manage your books confidently.
(Focused solely on bookkeeping setup—no accounting or tax advice included.)
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Keep your inventory organized and easy to track with our bookkeeping support. We provide clear quantity summaries, categorize your Cost of Goods Sold (COGS), and offer basic SKU-level tracking to ensure your records stay accurate and up to date.
(Please note, this does not include inventory valuation or tax accounting.)
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See your business health at a glance with dynamic, easy-to-read dashboards. Monitor your income, expenses, and important financial ratios all in one place.
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We’ll review your current bookkeeping data to help you clearly see your spending habits, income trends, and areas where you can boost cash flow. Perfect for unlocking more value from your numbers.
No accounting or tax advice included.
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Get your financial records current with our 3-month catch-up service! We’ll handle reconciling, categorizing, and organizing transactions for up to 2 bank accounts and 2 credit card accounts.
(Additional accounts available for an extra fee.)
Perfect for getting your books back on track and stress-free.
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For our valued clients: We’ll go through your monthly bookkeeping reports together—whether in Excel or from your software. We’ll clear up any questions and make sure your books truly mirror your business activity. Our priority is clarity, so you understand your numbers.
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Get your bookkeeping in perfect order and ready for your tax preparer. We’ll review reconciliations, ensure all transactions are properly categorized, and generate the reports you need—all handled accurately and efficiently.
(Please note: We don’t file taxes or provide tax advice.)
Let’s Chat!
Want to collaborate? - Just share a few details, and we'll be in touch soon. So excited to connect with you!