Don’t let bad bookkeeping happen to your business. Get to know your numbers and enjoy your money.
You need a bookkeeper.
Pinnacle Flow Bookkeeping is for you if you're a service-based business owner ready for a solid foundation to grow on. And that's where the accounting comes in.
A good bookkeeper knows that accounting isn’t just a series of repetitive tasks. It’s a sequence of money systems you rely on to get paid and keep your business thriving.
Here’s how our work supports you (and your work).
- Help you set + reach business goals. And we celebrate each milestone with you.
- Don’t ignore budgeting + cash flow. We make sure you know your money well, you’re comfortable with it, and you’re setting financial goals with confidence.
- Organize your financial records. Have access to essential info at the click of a button.
- Make sure you stay in compliance, and off the IRS’s radar. We fortify our work with an essential ingredient, “audit-proof bookkeeping”.
- Support you on how to use + troubleshoot your QuickBooks accounting software. Because we’ve been hanging out in the trenches for decades, learning how to make the most of this valuable tool for small businesses.
And we’re a team with not only you but your CPA too.
How’s that for a super-powered financial bunch?
We’re constantly checking your numbers throughout the year (not just at tax time). At the end of the year, our comprehensive analysis of your financial data means your tax preparer says preparing your return is, “as easy as pie”.
And we do these things because we believe you should always know and understand your numbers. They tell your story — where you’ve been, where you are, and where you’re going.
Strategy is everything.
What exactly do you get when you work with Pinnacle Flow Bookkeeping?
Here are the ways we support businesses — just like yours, every day.
Our core services, which are included for everyone, are:
Private communication channel in Slack
Receipt systems setup and management
Weekly (or monthly) bank feeds update
Monthly account reconciliations
Monthly general ledger and financial review
Daily backups of QuickBooks Online
Year-end review for CPA
Need a little more? Add one or all of the following services:
Cash flow and budgeting consultations
Advisory calls to discuss financial reports and strategy
Sales Tax review
Accounts Receivable - sales receipts, invoicing, collections
Accounts Payable - bill pay
Meet Steph & Deb
When you work with Pinnacle Flow Bookkeeping, you get us — Steph & Deb. We work 2:1 with small business owners on every project we commit to.
Together, we’ve got 25+ years of hands-on experience helping happy clients navigate their unique journey in business.
Unlike many outsourced bookkeeping services, we take extra care to approach every project with a spirit of collaboration and partnership with you and your team.
Your work matters. And we’re here to support your journey.
- Steph & Deb
Working with us FAQs
When we work together, what do you do? What do I do?
How much will it cost?
Monthly bookkeeping starts at $390 per month.
How are services billed? How often?
How do I know you’re good at this?
Click here to find out what some of our clients have to say.
What's the best way to learn QuickBooks?
The best way is to dive in, and we know the software is confusing at first glance. Along with QuickBooks’ training center, we recommend playing in the "sandbox" file: QuickBooks Online Test Drive. You can change this file and it won't affect your data or your file.
Besides bookkeeping, how do you help businesses with their finances?
What type of clients do you work with?
How often will you update my bookkeeping?
What’s your refund policy?
We commit to and put many dedicated hours into every project that comes our way.
Can we talk more about what I need?
What should I know about working with you?
We do all of our work virtually using well-known tools, such as QuickBooks Online, Rewind — for QuickBooks backups, Google Drive for document management, Zoom for calls, and Slack for direct communication between you and our team.
Do you do taxes?
No. We don’t prepare or file taxes of any kind.
And for payroll tax, Gusto is our go-to.
Can I still do some of my bookkeeping while working with you?
Yes. We find that most clients enjoy invoicing their customers and like to be hands on for that part of their business.