Ongoing accounting support — and a safe place to talk about where you're headed.
No more wondering if something slipped through the cracks. We keep your books clean, current, and easy to understand — so you can stop worrying about the numbers and get back to running your business.
What never gets skipped, no matter your plan.
The essentials that keep you current, informed, and never in the dark about your numbers.
Bookkeeping
Weekly transaction categorization, monthly bank and credit card reconciliation, and financial statements.
Secure Client Portal
Upload documents and message your team through one encrypted portal — no more email attachments or lost paperwork.
Monthly Financials You Can Read
Clear, plain-English financial statements every month — not just numbers, but a real picture of how your business is doing.
A Dedicated Team Member
The same person gets to know your books and your business — not a rotating cast of strangers.
It starts with a conversation, not a quote.
We'll talk about your business and where you want to take it. If it's a good fit, we take a close look at your books, walk you through what we find, then build a plan to clean them up and keep them that way — priced on what's really there, not a guess. A real member of our small team handles every step of it — meet everyone on our About page.
Discovery Call
A conversation about your business and where you want to take it — so we can see if we're a good fit.
Diagnostic Review
A full report on your books as they are today, with clear recommendations to get them where they need to be — we walk through it together so it actually makes sense.
Cleanup / Catch-Up
Priced on what we actually find — not a guess — and can be phased to fit your cash flow.
Ongoing Monthly Service
Once your books are current, ongoing monthly support kicks in — a predictable rhythm from there.
Pick the level of support that fits where you are right now.
Every tier builds on the last, so you're never paying for more than you need — or outgrowing your support without noticing.
Monthly Accounting
- Secure client portal for documents & communication
- Weekly transaction categorization to keep your books current, plus monthly bank/credit card reconciliation
- Monthly financial statements
- Year-end summary packet for your tax preparer
- 2-business-day support response
- Semi-annual owner review call
Controllership
- Everything in Essential, plus:
- More detailed reporting by job or fund
- Full accounts payable — bill entry, scheduling & payment execution
- Accounts receivable monitoring
- Payroll assistance, including Workers' Comp audit support
- Proactive monthly W-9/1099 collection & issuance
- Paperless receipt management
- Monthly close with a review for unusual or out-of-pattern activity
- Quarterly owner/committee review call
Advisory
- Everything in Growth, plus:
- Rolling cash flow forecasting
- KPI dashboards — margin by job, revenue by service line
- Budget-vs-actual reporting with variance thresholds
- Monthly strategy session with the owner
- Priority reporting — 1 business day response
- Point of contact for bankers/investors, with your approval
- Board financial presentations on behalf of the treasurer
Every engagement is priced individually after your diagnostic review — we don't publish flat tier pricing because no two clients' books are the same.
Specialized experience in two industries.
Plumbing & Electrical Contractors
Job-cost coding, crew payroll assistance, and subcontractor 1099 tracking.
See Trades ServicesChurches
Fund-accounting-aware bookkeeping and 1099 tracking for guest speakers and musicians.
See Church ServicesA few things we don't do (on purpose).
No Tax Filing
We don't prepare or file taxes, at any tier — but we keep your books clean, current, and tax-ready, so tax season is easy for you or your CPA.
No House Calls
You won't find us knocking on your door. Everything happens virtually, so you get expert help without clearing your calendar.
No Guessing
Every number is reconciled and audit-ready. If we're not sure, we'll say so — never an answer we made up.
What people ask before booking a call.
What's the difference between the Accounting, Controllership, and Advisory tiers?
Accounting (Essential) covers foundational weekly bookkeeping and monthly financial statements. Controllership (Growth) adds more detailed reporting by job or fund, full accounts payable and receivable support, payroll assistance, and proactive W-9/1099 tracking. Advisory (Strategic) adds rolling cash flow forecasting, KPI dashboards, budget-vs-actual reporting, monthly strategy sessions, and board financial presentations. Every tier excludes tax services.
Do you offer CFO-level reporting like cash flow forecasting, KPI dashboards, or board presentations?
Yes. Our Strategic Advisory tier includes rolling 13-week/90-day cash flow forecasting, KPI dashboards by job or service line, budget-vs-actual reporting with variance thresholds, and board financial presentations on behalf of the treasurer or owner — built for larger organizations ready for forward-looking financial leadership.
How is my engagement priced?
Every engagement starts with a paid, standalone diagnostic review of your actual books. Pricing for cleanup and ongoing monthly service is based on what we find during that review — not a flat-rate guess, and not published tier pricing, since every client's books are different.
Does Allied Numbers provide tax services?
No. We do not provide tax preparation, tax planning, or tax advisory services in any capacity, at any tier. We're happy to work alongside your CPA or tax professional.
Not sure which tier fits?
Book a complimentary discovery call — let's talk about how we can help your business grow.
Book Your Discovery Call