BOOKKEEPING SERVICES
Bookkeeping Packages
You shouldn’t have to think about your numbers every single day. That’s what we’re here for! We bring consistent, margins-first support so your finances are never what keeps you up at night. Let’s chat about your needs and which service fits you best.
THE INVESTMENT
Bookkeeping + Financial Strategy
Strategy and bookkeeping all rolled into one. Ideal if your books and financial decisions feel like guesswork.
- 1:1 Strategic Support
- Transaction categorization + monthly reconciliation
- Monthly financial reports are delivered consistently
- Clean books that stay organized year-round
- Basic bookkeeping system cleanup as needed
- Email support for bookkeeping questions (business hours)
- Financial Clarity & Profitability Guidance
- Decision-Making Frameworks
- Ongoing system improvements as you grow
Bookkeeping Only
Clean, consistent books every month, so you always know where you stand, and tax season is never a panic.
- Transaction categorization + monthly reconciliation
- Monthly financial reports delivered consistently
- Clean books that stay organized year-round
- Basic bookkeeping system cleanup as needed
- Email support for bookkeeping questions (business hours)
Monthly Strategy Add-On
For business owners who want a long-term partner for clean books and confident decisions. We keep your numbers organized and use them to guide your next steps.
- Audit and optimize pricing strategy
- Simplify offers for clarity
- Actionable business roadmap
HOW IT WORKS
When you have someone watching your numbers, every month, everything changes
Most business owners only look at their numbers when something goes wrong. Monthly support means we’re looking at your margins, your owner pay, and your financial health every single month before problems have a chance to grow.
With consistent eyes on your books and strategy built around your goals, you stop reacting and start actually planning.
WHAT’S INCLUDED
What monthly support looks like
Bookkeeping
Monthly reconciliations & bank feeds
Categorizations & reports
Sales tax (Oklahoma)
Monthly Strategy
60 or 90 min rolling strategy call
Long-term planning & tracking
Margins-first review every month
HOW TO GET STARTED
Get started with monthly support
inquire application
First, fill out our short intake form so we come prepared to your discovery call.
discovery call
A deep dive into your margins, pricing, and what’s keeping you from paying yourself. This is where we build your financial baseline.
say "yes!" to numbers handled for you
After signing your monthly support agreement with SG Business Strategies, we take it from there. You focus on running your business, we’ll handle the numbers.
Frequently Asked Questions
Do I need to have my books in order before booking?
No. For bookkeeping services, we can discuss a clean up as part of the onboarding process.
How is this different from a regular strategy call?
We will be looking at much more than your revenue pattern. We will explore your margins so you can walk away with actionable steps.
What if I'm just starting out?
We can use the discovery call to identify what you actually need for services and outline next steps to get you there.
Is this a one-time session or ongoing?
Startegy sessions can either be one time (new business set ups) or ongoing in 6 or 12 month committments
What do I need to bring or prepare?
Think about a few specific questions you have or areas that you are stuck on. We can use that as the basline and work from there.
Let’s Figure Out the Best Next Steps for You
You’ve been figuring out your finances alone for long enough. Let’s put someone in your corner every single month.