Here’s how to know if our monthly bookkeeping package is for you:

You’re at the point where the idea of logging into QuickBooks is less “let’s get things done” and more “hide under the desk.” The DIY approach—or even your current bookkeeper—just isn’t cutting it anymore. You’re busy, and you don’t have the time (or energy) to manage every detail of your financials.

Here’s what our monthly bookkeeping package includes:

Monthly Bookkeeping: We categorize income and expenses transactions, reconcile your accounts, and ensure every dollar is in its place, so you can rest easy knowing your finances are under control.

• Monthly bookkeeping in QuickBooks

• Monthly Financial Reports

• Quarterly Scheduled Meeting

• Annual Tax Prep and Year-End Review Meeting (we do not file taxes but will have your books ready to go for your tax preparer)

• Collaboration with CPA/Accountant/Tax Preparer

• Unlimited Email Support

Price starting at $400/month

Running a business requires focus and energy, and managing finances shouldn’t drain either. At Harper and Faye Financial, our Finance Manager service is designed to be your all-in-one financial solution, handling every aspect of your business’s financial operations so you can concentrate on growth and strategy.

Our Finance Manager service includes:

• Comprehensive Bookkeeping: We’ll track, organize, and reconcile all your financial transactions, ensuring your records are always accurate and up-to-date.

• Accounts Receivable (AR) & Accounts Payable (AP): Let us handle the inflow and outflow of funds—issuing invoices, tracking payments, and managing vendor bills—so your cash flow stays healthy.

• Payroll Processing: From setup to distribution, we take care of employee compensation, tax compliance, and reporting, ensuring your team is paid on time, every time.

• Budgeting & Forecasting: We work with you to create and monitor budgets that align with your business goals, providing insights for informed decision-making.

• Financial Reporting: Receive clear, actionable reports on your business’s financial health, from profit and loss statements to cash flow reports, empowering you to make smarter financial decisions.

• Liaison: between bank, accountants, payroll provider, auditors, etc. and provides reports and documentation as necessary.

With a warm, approachable, and professional touch, we act as an extension of your team—streamlining your financial processes, offering peace of mind, and freeing you to focus on what matters most.

Let Harper and Faye Financial be your trusted partner in financial management. Ready to reclaim your time and take your business to the next level? Let’s get started today!

Price starting at $1500/month

Revitalize Your Business Systems in Just One Day!

Our VIP Day Business System Audit is designed to transform your messy bookkeeping into a streamlined, efficient system. Perfect for small business owners and entrepreneurs who need a thorough cleanup and improvement of their financial processes.

• Kick-Off Meeting: Begin with an in-depth meeting to understand your current bookkeeping situation, business goals, and gather all necessary documents.

• System Audit: Conduct a comprehensive audit of your current bookkeeping system to identify inefficiencies, inaccuracies, and areas for improvement.

• Bookkeeping Cleanup: Organize and clean up your financial records, correcting errors and ensuring accuracy for up to 12 months of transactions.

• Financial Review: Provide a detailed review of your financial statements, ensuring they are accurate and compliant.

• Wrap-Up Call: Conclude with a wrap-up call to review the day's achievements, address any questions, and outline next steps to maintain your improved system.

Price starting at $997

The “cleanup” task has been sitting at the bottom of your to-do list for too long, it might be time to call in Harper and Faye. Whether your books need a fresh start or just some serious untangling, we’re here to bring order to your financial chaos. No mess is too big—cleanups are our specialty, and we’re all about turning cluttered accounts into clear, tax-ready records.

“They took what felt like a mountain of overdue work off my shoulders and organized everything so thoroughly. I went from stressed out to completely at ease knowing my books were accurate and ready for my CPA. This service was a game-changer!"

—Lauren, Boutique Owner

Here’s how our cleanup process works:

.Set Up or Clean Up: Whether you’re starting from scratch without a QuickBooks account or need a rescue mission for your current setup, we’ll handle it all. New account? No problem. Messy books? Consider it handled.

Every Transaction in Check: From sales and expenses to every financial detail in between, we’ll carefully categorize and organize every transaction to ensure nothing slips through the cracks.

Accurate Reconciliation: Once everything is sorted, we’ll reconcile your accounts to confirm the numbers are precise and ready to go.

Tax-Season Ready: With your books fully prepped, we’ll provide a polished report that’s ready for your CPA or can be directly uploaded into TurboTax.

Pricing: Every cleanup project is different therefore our fees vary based on the scope of work, with a full year cleanup starting at $3,000.

Your Next Steps: When the work is done, you’ll have two options—take the reins with a step-by-step guide we’ll provide or let us manage your books with ongoing bookkeeping services tailored to your needs.