BOOKKEEPING SERVICES
At CLF Bookkeeping and Advisory, we do more than keep
your books clean-we help you run a financially
sound, strategically aligned business. Each plan includes a
QuickBooks Online subscription, secure
document portal, and direct communication with your
CPA for smooth tax coordination.
WHAT STAGE ARE YOU IN?
SERVICES
GROWING FAST
You’re growing quickly—and the
numbers are coming in just as fast.
You need a financial partner who can
keep up, keep things organized, and
help you use your numbers to grow
even more.
This package is perfect for the
service-based business scaling to its
next level and ready to get serious
about financial clarity and strategy.
INCLUDES:
● Full monthly bookkeeping
● Forecasting and financial
goals support
● Books catch up or clean up
● Financial workflows streamline
● Monthly strategy and
review meetings
FINANCIAL RESET
Need a fresh start? We’ve got you.
Whether you’re setting up your
books for the first time or trying to
recover from bookkeeping overwhelm,
CLF will help you get back on track
—with clarity, confidence, and ease.
This is ideal if you're managing your
own books but need expert help to
reset and realign everything.
INCLUDES:
● Customized cleanup or
catch-up plan
● QuickBooks Online account setup
(or review chart of accounts revamp)
● Accurate transaction entry
and reconciliation
● 1-hour bookkeeping training
session to guide your next steps
● Perfect for DIY bookkeepers who
want peace of mind and a clean slate.
TESTIMONIALS
"Working with you has been an absolute game-changer for my business. The level of service, attention to detail, and professionalism has been A++++ across the board. I finally feel confident about my financials and supported in making smart, strategic decisions. I'm genuinely excited to continue this partnership and look forward to our next meeting!"
Stephanie A.
Living Room Hair Salon
"Charmaine helped us transition our bookkeeping from spreadsheets to a much more efficient system. She not only set everything up seamlessly but also took the time to train our staff, ensuring we felt confident moving forward. We highly recommend CLF to anyone in need of reliable, professional bookkeeping support."
Marcella W.
Transition to Success
"QuickBooks Live left our books in disarray right at year-end, creating a stressful situation. Char stepped in, cleaned everything up efficiently, and got us back on track. We’re incredibly grateful for her expertise and support. What really sets her apart is her ability to explain the numbers clearly and meet us where we are—without judgment”
Shane G.
Lighthouse Integrated Tech
"Our previous bookkeepers left our finances in disarray and kept us completely in the dark. Charmaine came in, cleaned everything up, and got our books tax-time ready. Her services are truly indispensable. She takes the time to explain what’s going on in a way that’s clear and approachable—never making us feel overwhelmed or out of our depth. She’s always available to answer questions and help us understand how our books work. We finally feel confident and in control of our finances."
Linda H.
Starleigh Entertainment
READY TO START?
Learn more about our services, pricing and
how you can get started.
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