Bookkeeping & Fractional CFO Services in Meridian, Idaho

The Bronze package is best if you want basic support—monthly financial reports, simple budgeting help, and cash flow management. The Silver package adds a deeper level with quarterly financial analysis, tax planning, and more strategic forecasting, which helps if your business is growing and you want stronger financial insights. The Gold package goes further by offering dedicated CFO support, personalized performance metrics, and custom growth strategies—ideal if you need regular hands-on guidance and big-picture planning. The Diamond package covers everything in Gold, plus advanced risk management, investment advice, and unlimited consultations for businesses facing major growth or complex financial situations.

To figure out which package fits your business, think about how much support and analysis you need: choose Bronze for foundational help, Silver for more insights and planning, Gold for tailored strategy and close partnership, and Diamond if you have big goals and want full strategic coverage. If you aren’t sure, it’s a good idea to schedule a call so we can talk about your business goals and recommend the best fit.

There are small business bookkeeping packages for companies with multiple bank and credit card accounts and higher transaction volumes. The Pro Package covers up to four accounts with up to 500 transactions a month, while the Elite Package can handle five or more accounts and up to 1,000 transactions per month, with extra fees for going over that limit. Both packages also include options for asset and liability management, monthly or quarterly reviews, and extra support if your business needs more than the basics. This way, businesses with more complex finances still get straightforward, organized bookkeeping and customized service.

Help with 1099 filings and collecting W-9s is available as an extra service alongside bookkeeping. There's a base fee for 1099 filing plus small additional charges for collecting each W-9 and processing each filing. This service covers gathering the needed forms, filing them correctly, and handling postage, so you don't have to worry about missing deadlines or mistakes. It's a straightforward add-on to monthly bookkeeping for anyone needing support with contractor payments and IRS requirements.

Payroll setup and ongoing payroll support are available as extra services on top of regular bookkeeping packages. Payroll can be managed for $150 a month for up to two employees, and it's just $5 more for each extra employee. There's also help with choosing a payroll partner if you're looking to save money or change how payroll is handled. This way, you can keep payroll running smoothly, whether it’s just starting out or you’ve already got a system in place.

VIP Day packages are intensive, one-day financial services designed for businesses that want quick, focused help. There are three main options: the first package covers organizing and reconciling financial records for one month for smaller or newer businesses; the second is for growing companies and includes detailed financial analysis plus cash flow management for up to six months with two accounts; the third is for established businesses and bundles all previous services plus payroll, tax prep, and yearly strategic budgeting. VIP Days work well if you need a one-time deep dive or a reset on your financial records and systems, especially when you don’t want to commit to ongoing services. If you’re looking for continuous support, regular financial planning, and someone to help you every month, ongoing CFO services would be a better match. So, if you just need an expert overhaul or targeted help—for example, at tax time or during big changes—a VIP Day makes sense. But for steady, long-term growth support, ongoing services are best.

Receipt management is included in every bookkeeping package. All your receipts are collected, organized, and matched to the right transactions, so nothing important gets lost or mixed up. Every month, bank and credit card accounts are fully reconciled—meaning all entries in your books are double-checked against your bank statements and financial records to catch errors or missing information. This process keeps everything current, accurate, and ready for tax time or business decisions. Regular check-ins and clear reports make sure you always know where your business finances stand.

Yes, setting profit and cash flow targets is part of what’s offered through the Fractional CFO services. Every month, you’ll get a simple one-page financial scoreboard showing the key numbers, what’s working, and what could use improvement. Along with that, there’s a practical action plan to follow, so you always know how your business is doing and what steps to take next. This way, you can stay focused on running your business without having to dig through confusing reports or spreadsheets.

Quarterly federal tax remittance and compliance oversight are offered as additional services alongside monthly bookkeeping packages. You can add on quarterly tax remittance at a set price depending on your business type, like $175 per filing for Schedule C, or up to $400 for C-corps. If you need help filing your quarterly federal taxes and making sure your business stays compliant, this can definitely be included as part of the support, but it’s billed separately from routine bookkeeping packages.

To get started with bookkeeping services, just schedule a call using the “Book a Bookkeeping Call” button on the website. During the first call, you’ll talk about your business, your goals, and which service package works best for you. Upfront, you’ll need to provide access to your financial records—like your bank and credit card statements, any previous bookkeeping files, and information about your accounts, transactions, receipts, and any payroll or tax reports if you have them. This helps set things up accurately from the start so your monthly bookkeeping can run smoothly.

Bookkeeping services can include setting up your accounting software or cleaning up your books if things are messy or behind, but these are usually offered as separate, one-time services with their own fees. If your books need cleanup or you’re starting fresh with accounting software, the setup and cleanup process ensures everything is organized and accurate before regular monthly bookkeeping starts. Pricing for these services varies depending on how much work is needed, so you’ll get a quote based on your specific situation. Once your books are up to date and organized, ongoing monthly bookkeeping can take over for smooth, up-to-date financial management.

A small business financial consultant can help improve profitability and cash flow by reviewing your financial reports, setting profit and cash flow targets, and identifying areas where money is being lost or growth is limited. They can also help with budgeting, forecasting, pricing, expense control, and monthly financial reviews, giving you a clear action plan to make better business decisions.