BOOKKEEPING SERVICES
You are great at your work. Let us handle the numbers.
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.
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.
Find Your Fit
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
1099 Filings
Starting at $1,050/month
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
Quarterly strategy check-in call (30 min)
Your own dedicated bookkeeper
Starting at $750/month
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
Monthly snapshot email
Quarterly Loom video walkthrough
W9 collection & management
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.
À La Carte Services
Add what you need, when you need it. Available to all tier clients.
Pricing varies by scope - contact us for a custom quote.
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)
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