Support that fits
where you are.
Learn it yourself, get personal guidance, catch up, or hand it off entirely. Every option is built around clean, accurate books you understand.
Learn to run your own books
We're building self-paced courses for business owners: a quick setup course to get your books started right, and our main course on keeping them clean month after month.
- Set Up Your Books: a short starter course
- Keep Your Books Clean: our main monthly maintenance course
- Optional 1:1 coaching add-on
1:1 Bookkeeping Sessions
Private screen-share sessions with a Moore & Ballard bookkeeper. Bring your questions, your software and your books.
Software setup
QuickBooks Online set up correctly from the start, with a chart of accounts that fits your business.
Learn on your books
Work through your own transactions together until categorizing and reconciling feel easy.
Check-ups
Quarterly or year-end reviews so you can feel confident your books are right.
Bookkeeping Services
When it makes more sense to hand it off, our team takes care of it.
Cleanup & Catch-Up
Months (or years) behind? We categorize, reconcile and bring your books up to date. Then keep them up yourself or move to monthly service.
- Full reconciliation of bank and card accounts
- Clean, CPA-ready financials
- Optional handoff session to take it from here
Monthly Bookkeeping
Your books, handled every month, so they stay accurate, current and ready for tax time.
- Monthly categorization and reconciliation
- Month-end financial reports
- Year-end coordination with your CPA
Frequently asked
Can I start with the course and hire you later?
Absolutely. Many owners start by learning, then hand things off as the business grows. Our courses are coming soon, and our free resources are a great place to start today.
Which software do you use?
We work in QuickBooks Online. If you're on something else, we can help you move over.
Who does my books?
Our own team. Your books are handled by Moore & Ballard, not outsourced.
Do you prepare taxes?
No. We're bookkeepers, not CPAs. We keep your books clean and organized so your CPA or tax preparer can file accurately, and we're happy to work alongside them.