Bookkeeping Services
Built Around Your Business
Clean books, clear reports, and a virtual bookkeeping partner who already understands your world — whether you're running a healthcare practice or a growing service business.
Jump to: Monthly Bookkeeping · Quarterly Services · Project Services · Add-Ons · FAQ
Built for businesses that take care of people.
AnchorPoint Bookkeeping specializes in virtual bookkeeping for healthcare practices and service-based businesses — the kind of businesses where the work is personal, the stakes are real, and the finances deserve more than whoever has a spare hour.
Healthcare Practices
Therapists, counselors, wellness providers, small clinics, and med-adjacent practices.
You deserve a bookkeeper who already understands your world — 7+ years of healthcare experience, HIPAA-aware workflows, and signed BAAs included. Your patients’ privacy is always part of the equation.
⚓ HIPAA-Aware Workflows ⚓ BAA Agreements Available ⚓ Secure Client Portal ⚓Reporting tailored to you
Service-Based Businesses
Coaches, consultants, agencies, and growing service providers ready to stop guessing at their numbers.
You built this business to serve clients — not to spend your evenings reconciling accounts. I handle the books so you can focus on the work that actually moves your business forward.
⚓ Consistent Process ⚓ S-Corp Friendly Reporting ⚓ Growth-Friendly Plans ⚓ Plain-English Insights
Work in ecommerce, construction, or a field that doesn't fit neatly into either category above? I work with those businesses too.
Ecommerce sellers · Builders & contractors · Other industries welcome
If you're not sure whether I'm the right fit — let's find out together.
Monthly Bookkeeping Plans
All plans include clean books, reconciliations, monthly reports, and CPA-ready financials. Pricing starts at the base rate — final pricing depends on transaction volume, number of accounts, payment processors, and overall complexity.
Not sure which plan fits? Let's figure it out together — book a free consultation.
Harbor Basics
For solopreneurs and small practices who need clean, reliable books — without the overwhelm.
Starting at $300/month
What's included:
✓ Income & expense categorization
✓ Bank, loan & processor reconciliations
✓ Monthly PDF reports: P&L + Balance Sheet
✓ 5-point "What's Changed" insights summary
✓ Secure portal delivery + email support
✓ CPA/tax pro communication as needed
Not included: Live calls, Accounts Payable or Accounts Receivable management, and receipt matching not included — all available as add-ons.
Steady Anchor
For growing businesses wanting deeper reporting, a regular monthly check-in, and a partner in their corner.
Starting at $650/month
Everything in Harbor Basics, plus:
✓ 30-min monthly video call + written recap
✓ Expanded report pack: Custom P&L, Balance Sheet, Cash Flow Statement, Income vs. Expense visual summary
✓ Broader insights + CPA ready attention items
✓ Accounts payable support included (via Melio)
A/P Support: 1 hour/month, up to 10 bills. Additional volume available as add-on. Client approval required before payments release.
Compass Elite
For established businesses that want KPI tracking, quarterly snapshots, and priority communication.
Starting at $1,050/month
Everything in Steady Anchor, plus:
✓ Priority email communication
✓ KPI dashboarding: up to 5 KPIs tracked with dashboard visuals + deeper insights (Syft included)
✓ Quarterly snapshot: income vs. expense visual, top 3 expense movers, CPA prep questions
✓ Enhanced accounts payable support included (via Melio)
✓ 1099 prep + filing for up to 2 contractors
A/P Support: 2 hours/month, up to 20 bills, includes up to 3 vendor touchpoints. Client approval required before payments release. 1099 filing included for up to 2 contractors — additional forms billed separately.
Quarterly Services
For low-transaction service-based businesses that need reconciled books and CPA-ready reports — without the monthly commitment.
Quarterly Bookkeeping
Starting at $400/quarter
What’s included:
✓ Quarterly categorization + review
✓ Brief "What's Changed" summary
✓ Reconciliations of all in-scope accounts
✓ Secure portal delivery + email support
✓ Quarterly PDF reports: P&L + Balance Sheet
✓ CPA/tax pro communication as needed
Best for: service businesses with low monthly transaction volume and straightforward finances. If volume or complexity increases, transition to a monthly plan may be recommended.
Quarterly Accountability Review
$297/quarter
For DIY bookkeepers who want expert eyes on their books every quarter.
You're handling your own books — but you want to make sure you're doing it right. Every quarter I'll review your books, flag anything that needs attention, and deliver a prioritized action list tailored to your specific setup and process.
Then we get on a call. One hour, just us — to walk through the findings, answer your questions, and make sure you know exactly what to fix and how.
Quarterly commitment. Includes written action list + 1-hour review call. Not a substitute for professional bookkeeping — ideal for low-complexity files.
Project Services
Not ready for ongoing bookkeeping — or need to get your books in shape before you start? These project-based services are built for exactly that moment.
Cleanup & Catch-up
Behind on your books? Let’s fix that.
Whether you're months or years behind, I'll get your books caught up accurately and completely — so you can move forward with a clean slate and peace of mind.
Every cleanup is different. I'll review your situation and give you a clear fixed-fee estimate before any work begins — so you know exactly what you're committing to.
Custom quoted
Final pricing depends on number of accounts, transaction volume, payment processors, integrations, and how far back we're going.
Diagnostic Review
Not sure what you need? Start here.
I'll professionally assess your current books, note any red flags and inconsistencies, and deliver a clear prioritized action plan — so you know exactly where you stand and what to tackle first.
$197 flat fee
Delivered as a written report with prioritized recommendations. A great starting point before cleanup or ongoing bookkeeping.
This is not an audit, attestation, or assurance service.
Accounting System Setup
Starting fresh, switching platforms, or just need everything set up properly before you dive in?
I'll build out your QuickBooks Online or Xero file the right way — chart of accounts tailored to your business, bank feeds connected, and everything organized from day one. Includes a personalized walkthrough call and custom guides so you actually know how to use it.
Starting at $500
Available for QuickBooks Online and Xero. Advanced setup with historical data import and multiple integration setups (Shopify, Etsy, etc.) quoted separately.
Add-On Services
Available for any monthly plan. Receipt Matching & 1099 prep available on monthly and quarterly plans. Most add-ons are quoted by volume and complexity or billed hourly.
Accounts Payable — Extended beyond plan limits or as a standalone add-on to Harbor Basics
Accounts Receivable
Receipt Matching
1099 Prep & Filing
Bookkeeping Consultation
Advanced & Customized Reports
Don’t see what you need? Reach out — if it’s in scope I’ll let you know.
Software & Platforms
I work where you work. Here is a short list of some of the tools and platforms I use with clients every day.
Accounting Platforms: QuickBooks Online · QuickBooks Desktop · Xero
Integrations + Payment Processors: Stripe · Square · PayPal · Venmo · Clover · Shopify · Etsy · Melio · A2X · Various CRM’s (Dubsado, Bonsai, etc.) · Syft Analytics
Don’t see your platform? Ask — I may still be able to work with it.
A Note for Healthcare Clients
AnchorPoint Bookkeeping uses HIPAA-aware workflows for all healthcare and medical-adjacent clients.
This means minimum necessary access to your systems, secure portal delivery for all financial documents, and no transmission of patient or protected health information through standard email or unsecured channels.
BAA (Business Associate Agreement) available for all healthcare clients — just ask during your consultation.
AnchorPoint Bookkeeping provides bookkeeping services only. We do not provide tax advice, tax planning, or legal services. Clean, accurate books and reports are prepared for your CPA or tax professional to use.
Not sure where to start? That’s where the free consultation comes in.
We'll talk about your business, your current books situation, and what you actually need. No pressure, no jargon — just clarity.
No pressure. Just a conversation.