Personal Bookkeeping & Wealth
Organization Services
Bring clarity, order, and stress-free tracking to your personal accounts and household finances.
What’s Included
Income and expense categorization
Every transaction is sorted so you can see where your money actually goes each month.
Wealth tracking and monthly cash flow management
A clear picture of what is coming in, going out, and building over time.
Separation of business and personal accounts
Clean lines between the two, which protects you at tax time and makes both easier to read.
Organized year-end documentation for tax preparation
Everything your tax preparer needs, gathered and ready before you ask.
Who It’s For
If your money situation has gotten complicated enough that keeping up with it feels like a second job, this is for you.
Busy professionals who earn well but don’t have time to sit down with their finances every month
High-earning households juggling multiple accounts, cards, and savings goals
Business owners who need personal and business spending kept cleanly separated
Older adults and their families who want help staying on top of income, bills, and expenses each month
Anyone in a life transition — a new job, a move, a divorce, an inheritance — who wants a clear picture before making decisions
Core Personal Bookkeeping Services
Personal bookkeeping covers the full picture of your household finances. We categorize your income and expenses, track your wealth month over month, and manage cash flow so you always know what’s coming in and going out. At year-end, your documentation is organized and ready for your tax preparer.
Personal Bookkeeping Pricing
Personal Bookkeeping Service
Clarity and control over your household finances.
Starting at
$300/month
Pricing is based on the volume of transactions, the complexity of your financial records, and the level of support you need.
Personal income and expense categorization
Monthly cash flow tracking
Business/personal account separation
Year-end documentation for tax prep
Frequently Asked Questions
How much access do you need to my personal accounts?
Read-only access is usually all we need. We can view your transactions to categorize and reconcile them, but we cannot move money, make payments, or change anything in your accounts. You stay in full control of your finances the entire time.
We know handing over visibility into your personal spending is a bigger ask than handing over business books. There is no judgment here, and everything you share stays confidential. Our job is to organize what is already there so you can see it clearly.
Can I just use a spreadsheet to maintain my books?
Yes, especially when you’re just getting started. But as your business grows, spreadsheets can make it harder to maintain accurate and complete financial records.
One of the most important parts of bookkeeping is reconciliation—comparing your records to your actual bank and credit card statements to identify missing transactions, duplicates, or errors. While this can be done in a spreadsheet, accounting software like QuickBooks makes the process much easier and provides better financial reporting.
How is personal bookkeeping different from what a financial advisor does?
A financial advisor helps you plan for the future — investments, retirement, long-term strategy. We handle the present. We track what is coming in and going out each month, organize your accounts, and keep your records clean and current. Many clients use both, and having organized books makes advisor conversations far more productive.
Streamline Your Personal Finances Today
However organized or scattered things are right now, we can work with it. Bring us your accounts as they are and we’ll tell you honestly
what it would take to get them in order.