Services built around clarity, consistency, and operational support.

HFM provides bookkeeping, financial organization, and cleanup services for small businesses that want stronger systems and dependable follow-through.

Pricing is intentionally customized rather than published as a fixed list. Scope, complexity, current bookkeeping condition, and support level all affect how an engagement is structured.
Core monthly support

Foundation Bookkeeping

Consistent monthly bookkeeping and reporting support designed to keep records current, organized, and decision-ready.

  • Monthly reconciliations
  • Transaction categorization
  • Financial reporting
  • Routine bookkeeping communication and support

Ideal for businesses that need a dependable monthly bookkeeping rhythm.

Higher-touch support

Financial Management Support

Expanded support for owners who want bookkeeping plus greater visibility, planning support, and stronger financial organization.

  • Budget tracking support
  • Cash flow review
  • QuickBooks support
  • Financial organization and periodic review

Ideal for businesses that want cleaner structure and more active ongoing support.

Operational compliance support

Financial Organization & Cleanup

Cleanup projects, account organization, and bookkeeping process improvements that create accurate and reliable financial records.

  • Historical bookkeeping cleanup
  • Chart of accounts review and organization
  • State sales and use tax coordination support
  • Financial organization for recurring reporting obligations

Income tax return preparation and business return filing are not offered.

Project-based work

Financial Reset & Business Setup

Project work for businesses that need historical cleanup, catch-up bookkeeping, or a stronger starting point for future reporting.

  • Historical cleanup
  • Catch-up bookkeeping
  • Account review
  • QuickBooks and workflow setup support

Ideal for businesses that need to restore order before moving into a steady process.

How support is scoped

Every engagement is built around the business—not a one-size-fits-all package.

Some businesses need straightforward monthly bookkeeping. Others need a cleanup engagement, financial organization support, or a more involved financial management relationship. HFM keeps the process flexible so the scope reflects real business needs.

Can services be combined?

Yes. Ongoing bookkeeping, and project-based cleanup work can be scoped together if that best fits the business.

What if the books are behind?

A cleanup or catch-up phase can be handled first, then moved into a more consistent monthly reporting rhythm.

How is pricing discussed?

Pricing is discussed after understanding business size, current condition, systems, and support requirements.

Need support that does not fit a standard box?

Start with a conversation and scope the right next step.

The first discussion is the best place to determine whether the business needs monthly support, cleanup work, financial organization assistance, or a broader operational reset.

Discuss your needs