Monthly Bookkeeping
Consistent transaction recording and account organization that keeps the financial picture current.
- Transaction categorization
- Bank and credit-card reconciliation
- Chart-of-accounts organization
- Month-end bookkeeping support
Frizzell Finance
Know your numbers.
Run a stronger business.
Reliable bookkeeping, cleanup, reporting, and financial organization for owners who need clear records before they can make confident decisions.
AccurateBooks you can rely on.
OrganizedProcesses that stay controlled.
VisibleReports that explain performance.
PreparedA foundation for better decisions.
Core services
Build control over the financial foundation.
Frizzell Finance supports the work that must be correct before advanced analysis becomes useful. Services can be shaped around the condition of your records, reporting needs, and internal workflow.
Books Cleanup
Investigate and correct disorganized historical records so the company can move forward from a dependable starting point.
- Unreconciled account review
- Duplicate and misclassified activity
- Opening-balance investigation
- Financial-record organization
Financial Reporting
Turn bookkeeping output into structured information that helps owners understand results and ask better questions.
- Profit and loss reporting
- Balance-sheet review
- Cash-flow visibility
- Management reporting packages
Financial Systems
Create repeatable workflows that improve consistency, documentation, and control as the business becomes more complex.
- Bookkeeping process design
- Month-end checklists
- Reporting schedules
- Financial workflow improvement
Transparent pricing
Choose the level of support your books require.
The final scope depends on transaction volume, account complexity, payroll, integrations, and the condition of the records. These ranges make the starting point clear before the consultation.
Essential Bookkeeping
$300–$1,000 / month
For solo owners and smaller businesses that need accurate books and dependable monthly reports.
- Up to 50–300 monthly transactions
- One to three bank or credit-card accounts
- Categorization and reconciliations
- Monthly profit and loss and balance sheet
- QuickBooks Online setup and maintenance
- Email support and QBO Payroll
Growth Bookkeeping
$1,000–$2,000 / month
For growing companies that need more volume capacity, reporting, and light financial insight.
- Approximately 300–600 monthly transactions
- Up to five bank or credit-card accounts
- Monthly financial statements and KPI summary
- Optional AP and AR tracking
- Payroll and integrations
- Priority email support
Ultimate Bookkeeping
$2,000+ / month
For larger or more complex bookkeeping environments requiring expanded systems and support.
- More than five bank or credit-card accounts
- More than 600 monthly transactions
- Everything in the previous tiers
- Inventory support
- Sales-tax support
- Project tracking
Catch-Up & Cleanup — $60/hourHistorical categorization, reconciliations, chart-of-accounts cleanup, file review, and CPA-ready records.
Optional Add-OnsAP/AR tracking: $100/month · Budget creation and tracking: $200 one-time.
Client fit
Designed for owners who have outgrown financial guesswork.
The strongest engagement is built around a real operational need—not simply handing off data entry.
Frizzell Finance may be a strong fit if…
- Your books are behind, inconsistent, or difficult to trust.
- You do not receive useful monthly financial information.
- Your bookkeeping process depends on memory instead of a system.
- You want a stronger foundation for budgeting and growth.
You may need another specialist if…
- You primarily need tax-return preparation or legal advice.
- You require an audit, review, or other assurance engagement.
- You want promises of instant growth without improving the underlying records.
- You are unwilling to provide timely information or maintain agreed processes.
Built to grow with the business
From clean books to financial decision support.
The immediate priority is a reliable accounting foundation. As Frizzell Finance and its client relationships mature, that foundation can support deeper budgeting, forecasting, performance analysis, cash planning, and fractional CFO-style decision support.
Advanced advisory services will be offered only when the scope, information, and experience support them.
Level 01RecordMaintain accurate and organized financial activity.
Level 02ReportDeliver a consistent view of financial performance.
Level 03AnalyzeIdentify trends, variances, risks, and opportunities.
Level 04AdviseSupport planning and higher-quality business decisions.
The engagement process
Structured from the first conversation.
Clear expectations protect both the client and the quality of the financial work.
Diagnose
Understand the business, current records, systems, pain points, and desired outcome.
Define
Agree on scope, responsibilities, deliverables, timing, and information needed.
Build
Clean the foundation, establish the workflow, and produce consistent records.
Improve
Use reliable reporting to strengthen visibility and develop better decisions.
Practical credibility
Finance education applied to real operations.
Taylor combines formal finance education with hands-on responsibility for bookkeeping, reconciliations, reporting packages, cash monitoring, budgeting support, and multi-company financial operations. The goal is straightforward: organize the work, understand the numbers, and improve the system.
Learn about TaylorEducationB.S. in Finance
Advanced studyMBA, Finance emphasis
QuickBooksCertified ProAdvisor training
ExperienceFinancial operations and reporting
Frequently asked questions
Know what to expect.
Do you prepare tax returns?
No. Frizzell Finance focuses on bookkeeping, reporting, and financial systems. Clean records can help your tax professional work more effectively.
Do you work in QuickBooks Online?
Yes. QuickBooks Online is the primary accounting platform for bookkeeping and reporting engagements.
Can you repair prior bookkeeping?
Cleanup work begins with a review of the records. The scope depends on how far behind the books are and which accounts require investigation.
Are fractional CFO services available?
The business is being developed toward deeper advisory support. Current availability should be discussed directly so the scope never exceeds what can be delivered responsibly.
Start with clarity
Let’s strengthen the financial foundation.
Tell me what is happening with your books, reporting, or financial workflow. We will identify the immediate problem and determine whether Frizzell Finance is the right fit.
Start the conversation