Our Services

At Effortless Bookkeeping, we provide comprehensive bookkeeping and financial management solutions tailored to meet the unique needs of your business. Our goal is to help you save time, reduce financial stress, and give you the clarity needed to make informed decisions.

One-Time Options

Set-Up

We handle the complete setup of your business in accounting software, including software configuration, transaction categorization, account reconciliation, and detailed financial reporting.

Clean-Up

Already set-up with Quickbooks, Freshbooks, or Xero but have no idea how to use it? Don’t stress, we will go in and organize everything for you with financial statements ready to access.

Advisory

Don’t want to outsource your bookkeeping but aren’t sure how to ensure accurate financials, how to pull your statements, or what the numbers on your statement really means? We know the ins and outs of both your software and financial statements. Let us teach you!

Subscription Options

Each of these options have monthly, quarterly, and annual payment plan options. This can ensure your business needs are met. You are only given services as often as you want, within your preferred budget, and without any hidden fees.

Bookkeeper

Bookkeeper option offers transaction categorization, account reconciliation, and detailed financial reporting, with an annual strategic planning meeting to support your business growth.

CFO

On top of all bookkeeper responsibilities, CFO services provide comprehensive management of accounts payable, accounts receivable (including invoicing and collecting payment from clients), and inventory to streamline your business’s financial operations.

Payroll

We will manage employee hours, run payroll, ensure payroll tax accuracy, and guarantee timely payment of payroll taxes.

We provide 24-hour support response, a flexible 30-day cancellation policy, and cover all software access fees in our services.