Bookkeeping and Advisory Services Built Around Your Business

Reliable numbers. Practical advice. Better business decisions.

Your business needs more than financial statements that arrive after the decisions have already been made.

At Lighthammer Bookkeeping, Inc., every service plan begins with accurate, dependable bookkeeping. From there, you can add CPA-level guidance, proactive tax planning, and outsourced CFO support based on the complexity of your business and the level of help you want. Our services are designed for established small businesses, real estate investors, property managers, contractors, and other service-based businesses that want greater financial clarity without hiring a full-time accounting department. Choose the level of support that fits your business today. As your needs grow, your service plan can grow with you.

Lighthammer Bookkeeping, Inc. Essential Bookkeeping Services

Starting at $495 per month

For business owners who want accurate books, dependable reporting, and less time spent managing financial details. All provided by a QuickBooks Advanced ProAdvisor

Your bookkeeping should give you confidence—not leave you wondering whether the numbers are right. The Essential Bookkeeping plan provides the reliable financial foundation every business needs. We organize and maintain your accounting records so you can understand where your business stands and stop spending evenings and weekends struggling to keep QuickBooks up to date.

CPA oversight of your accounting records - CPA Quality at bookkeeping rates.

Your plan may include:

  • Monthly bookkeeping in QuickBooks Online
  • Bank and credit card reconciliations
  • Proper classification of income and expenses
  • Review of the balance sheet and profit and loss statement
  • Identification and correction of routine bookkeeping issues
  • Monthly financial statements
  • Secure digital document collection
  • Year-end financial information prepared for tax filing
  • Coordination with your tax preparer when needed
  • Ongoing bookkeeping support from a professional team

The benefits:

  • Know that your books are accurate and current
  • Spend less time entering transactions and resolving discrepancies
  • Receive financial reports you can actually rely on
  • Avoid preventable bookkeeping problems at tax time
  • Keep business and personal activity properly separated
  • Give lenders, tax professionals, and business partners cleaner financial information
  • Build a dependable accounting foundation as your business grows

Best for:

Businesses with relatively straightforward accounting needs that primarily want accurate bookkeeping and reliable monthly financial reporting.

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Lighthammer Advisory Group, CPA - Advanced Advisory Services

Starting at $750 per month

Most Popular

For business owners who want accurate bookkeeping plus ongoing CPA-level guidance to help them understand and improve their financial performance.

Bookkeeping tells you what happened. Good advice helps you decide what to do next. The Advisory plan combines full monthly bookkeeping with regular access to a CPA who can help you interpret your numbers, identify developing issues, and make better-informed business decisions.

This is the right fit for many established businesses because it combines dependable bookkeeping with the guidance needed to put those numbers to work.

Everything in Essential Bookkeeping, plus:

  • CPA-level review of your monthly financial results
  • Quarterly advisory meetings
  • Financial statement analysis explained in plain language
  • Cash-flow monitoring
  • Budget-to-actual comparisons when applicable
  • Identification of unusual trends, expenses, or declining margins
  • Guidance on owner compensation and distributions
  • Support with significant business and financial decisions
  • Basic budgeting and cash-flow forecasting
  • Guidance on accounting systems and internal processes
  • Coordination with payroll, tax, and other financial professionals
  • Priority access for routine financial questions

The benefits:

  • Understand what your financial statements are telling you
  • Identify cash-flow problems before they become emergencies
  • Make decisions using current financial information rather than instinct alone
  • See which activities, services, or properties are producing results
  • Gain a clearer understanding of margins, overhead, and profitability
  • Receive CPA-level advice without paying for a full-time controller
  • Have someone available who already understands your business and its financial history

Best for:

Growing businesses and real estate investors who need more than bookkeeping and want an experienced CPA to help them evaluate performance, manage cash flow, and make better financial decisions.

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Lighthammer CFO Services

Starting at $1,250 per month

For business owners who want bookkeeping, CPA-level advisory, proactive tax strategy, and outsourced CFO guidance in one coordinated relationship.

As a business becomes more successful, the financial decisions become more consequential. We help connect your bookkeeping, business strategy, cash flow, and tax planning so important decisions are evaluated before they are made—not after the year is over.

Gain CFO-level financial insight without the cost of a full-time CFO.

Everything in the Advisory plan, plus:

  • Proactive strategic tax advisory services
  • Quarterly tax-planning meetings during the year
  • Estimated tax payment planning
  • Evaluation of entity structure and tax elections
  • Owner salary and distribution planning
  • Analysis of major equipment, vehicle, and real estate purchases
  • Planning for depreciation, Section 179, and bonus depreciation opportunities
  • Retirement plan and other tax-advantaged benefit planning
  • Multi-year tax projections when appropriate
  • Outsourced CFO-level financial guidance
  • Advanced cash-flow forecasting
  • Budget development and monitoring
  • Key performance indicator reporting
  • Profitability and margin analysis
  • Scenario planning for major business decisions
  • Guidance on financing, debt management, and capital needs
  • Support with growth planning and operational decisions
  • Collaboration with attorneys, investment advisors, lenders, and other professionals

The benefits:

  • Make important decisions with both the business and tax consequences in view
  • Identify tax-saving opportunities before the planning window closes
  • Understand how today’s decisions may affect future cash flow and profitability
  • Prepare for upcoming tax obligations instead of reacting to unexpected balances
  • Evaluate major purchases and investments before committing capital
  • Establish useful budgets, forecasts, and performance benchmarks
  • Bring bookkeeping, tax planning, and business strategy together under one coordinated plan
  • More frequent advisory access and priority support

Best for:

Profitable or rapidly growing businesses, established real estate investors, and owners facing more complex financial and tax decisions who want an ongoing strategic relationship with a CPA.

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Compare the Plans

A simple side-by-side view of the support available at each level.

Service
Bookkeeping
Advisory
CFO
Monthly bookkeeping
Included
Included
Included
Bank and credit card reconciliations
Included
Included
Included
Monthly financial statements
Included
Included
Included
CPA oversight
Included
Included
Included
Financial statement analysis
Included
Advanced
Periodic advisory meetings
Quarterly
Monthly
Cash-flow guidance
Included
Advanced
Budgeting and forecasting
Basic
Advanced
Performance and profitability analysis
Included
Advanced
Strategic tax advisory
Included
Tax projections and estimated-tax planning
Included
Major purchase and entity planning
Included
Starting monthly investment
$495
$750
$1,250

More Than a Bookkeeping Service

Your financial records should do more than satisfy a tax filing requirement. They should help you answer questions such as:

Is the business truly profitable?

Where is the cash going?

Can I afford to hire another employee?

Which services, customers, or properties are producing the best return?

How much should I set aside for taxes?

Should I purchase equipment this year or wait?

Is my current entity structure still appropriate?

What should I change before the end of the year?

Can the business support its next stage of growth?

CPA-Level Support Without Building an Accounting Department

Lighthammer Bookkeeping, Inc. combines professional bookkeeping with more than 20 years of CFO and controller experience.

We understand that small-business owners need more than technical accounting language. They need someone who can explain the numbers clearly, recognize problems early, and provide practical recommendations based on how businesses operate in the real world.

You receive financial support tailored to your needs, without the cost of hiring an in-house bookkeeper, controller, tax strategist, and CFO separately.

The right service plan gives you the information—and the professional guidance—to answer important financial questions with greater confidence.

Pricing Designed Around the Work Your Business Requires

The prices shown are minimum monthly fees. Before recommending a plan, we will learn about your business, review your accounting needs, and explain exactly what is included in your proposal.

What affects pricing

Monthly transaction volume, number of accounts, number of business entities or properties, payroll and sales-tax requirements, and accounts payable or accounts receivable needs.

Operational complexity

Inventory or job-costing complexity, quality and condition of the existing bookkeeping, and the frequency of reporting and advisory meetings all influence the final proposal.

Tax and forecasting scope

Tax-planning complexity, forecasting requirements, and the amount of CFO-level support required are built into your recommended service level.

Special projects

Historical bookkeeping cleanup, tax-return preparation, payroll processing, sales-tax filings, and specialized projects may be quoted separately unless specifically included in your engagement.

Ready for Better Financial Clarity?

Whether you need dependable monthly bookkeeping or a CPA-level financial partner helping you plan ahead, Lighthammer Bookkeeping, Inc. can provide the support your business needs to move forward confidently.

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