BOOKKEEPING SERVICES
You are great at your work. Let us handle the numbers.
CPA-led bookkeeping for service-based business owners in Bellingham, WA and virtually across Washington State. Clean books. Tax-ready. Nothing falling through the cracks.
Most bookkeepers hand you a report and call it done. At Aspire, every plan includes a monthly snapshot of your numbers in plain English, a dedicated review so you actually understand what you are looking at, and an annual tax-ready package your accountant will thank you for.
Three tiers.
One standard of care.
Service Options
Inspire
Clarity that moves you forward
For the business owner ready to finally see their finances clearly - and feel confident about where they stand every single month.
Includes…
Monthly bookkeeping & reconciliation
Unlimited transactions
Up to 5 bank/credit accounts
Monthly financial reporting
Quarterly strategy check-in call (30 min)
Starting at $500/month
The tax package your tax preparer wishes every client brought them.
Each year we deliver a comprehensive, organized Excel package - you hand it to your tax preparer, they get to work. And if anything comes back that feels like a foreign language, we've got you - we'll help you understand exactly what's being asked and why.
Included at every tier. Because your tax preparer deserves a great client.
Aspire
Built for where you are headed
For the business owner with bigger goals - who needs the numbers, the support, and the insight to grow with confidence.
Includes…
Everything in Inspire
Unlimited bank/credit Accounts
Monthly Loom video walkthrough
Your own dedicated bookkeeper
Starting at $750/month
Flourish
Thrive with a true financial partner
For the business owner ready to stop reacting and start leading - with proactive insight, strategic planning, and a partner invested in your success.
Includes…
Everything in Aspire
Bi-Weekly Recordkeeping
Monthly live review & strategy call (45 min)
Annual Recap & Budget Planning Meeting
Starting at $1,050/month
1099 Filings
Monthly snapshot email
Quarterly Loom video walkthrough
W9 collection & management
À La Carte Services
Payroll Processing
Full-service payroll via Gusto - setup, processing, and ongoing management, Includes employer tax filings.
Based on number of employees & pay frequency
1099 Preparation & Filing
Year-end 1099 data entry - filing via Track1099, and recipient delivery. W-9 collection managed throughout the year at no extra charge
Based on number of 1099s filed
Sales Tax Filing
Preparation and filing of state sales tax returns.
Based on filing frequency & number of states
Catch-up Bookkeeping
Get your books fully up to date - no matter how far behind. We'll reconcile, categorize, and clean everything up so you're starting fresh.
Quoted after diagnostic review based on months of catch-up needed
Books Clean-up
Your books are technically current but something feels off. We'll do a deep dive, fix miscategorizations, and get everything reconciled properly.
Quoted after diagnostic review
New Business Set-up in QBO or Xero
Chart of accounts setup, bank feed connections, and QBO/Xero configuration tailored to your business - so your books are right from day one.
One-time engagement
Annual Budget Build
A structured annual budget built around your business goals — revenue targets, expense planning, and a benchmark to measure against all year.
One-time annual engagement (included in Flourish tier)
Add what you need, when you need it. Available to all tier clients.
Pricing varies by scope - contact us for a custom quote.
Strategy & Advisory Session
A focused 60-minute one-on-one to dig into your numbers, talk through a financial decision, or get clarity on where your business stands.
$250/hour
Minimum 1 hour - remote sessions
QBO / Xero Training
Hands-on QuickBooks Online or Xero training tailored to how your business actually works — so you and your team can navigate your books with confidence.
$250/hour
Minimum 1 hour - remote sessions