Keep your finances organized and stress‑free with our streamlined monthly bookkeeping services, designed specifically for horse professionals.

What’s Included:

• Reconciliation of up to 3 bank/credit card accounts each month (with auto‑feed)

• Accurate coding and posting of up to 30 manual transactions

• Recording of manual checks, auto debits, and miscellaneous cash activity

• Fixed asset management to track your investments

• Monthly or quarterly financial reports tailored to your needs

• Chart of Accounts maintenance for clean, reliable records

• W‑9 processing assistance

• Monthly 30‑minute call to review your financials and answer questions

• *Must have user access setup online for this service*

Let us take the reins on your financial management so you can stay focused on your horses. Our comprehensive monthly bookkeeping package is tailored for equine professionals who need accuracy, organization, and peace of mind.

What’s Included:

• Reconciliation of up to 4 bank/credit card accounts (with auto-feed)

• Coding and posting of up to 60 manual transactions per month

• Recording of manual checks, auto bank debits, and miscellaneous cash purchases

• Fixed asset tracking and management

• Accounts Payable: bill posting, payment setup, vendor onboarding, and 1099 validation

• Accounts Receivable: recurring invoice creation and email campaigns to encourage prompt payments

• Full reconciliation of all financial statement accounts

• W-9 processing support

• Monthly or quarterly financial reports

• Chart of Accounts maintenance

• Monthly 60-minute review call to walk through your financials

• Year-end package for your tax preparer, including 1099 preparation (non-filing)

• *Must have user access setup online for this service*

Gain insights and have peace of mind that your business is on the right financial track. This is in addition to one of the monthly bookkeeping subscriptions or a stand alone service for companies who only need analysis insights.

What’s Included:

• Monthly profit and loss and balance sheet analysis with charts and graphs, showing your company financials in an easy to read format.

• 6 month cashflow forecast, customized to your business needs. Forward looking insight to see where your business cash is forecasted to help anticipate potential shortfalls or surpluses.

• 60 min. call monthly to review, strategize and answer any questions.

• Be able to answer questions like:

  • What do I need to do to increase my profit or revenue?

  • Can I afford to buy a new truck, trailer, hire new employees?

  • Should I raise my prices?

  • What is the expected ROI on a new service?

    *Must have user access setup online for this service

Let’s build your financial foundation the right way so you can focus on your horses, not your spreadsheets.

What’s Included:

• Setup of cloud-based accounting software: QuickBooks, Xero, or Zoho

• Custom Chart of Accounts tailored to the equine industry

• Seamless integration of bank and credit card feeds, sales tax tracking, payment gateways, and CRM platforms

• Custom designed branded invoice, quote, and purchase order templates

• A virtual walkthrough call to review your setup and answer questions

• Continued support and training during the implementation phase and after care phase, outlined in the project scope.

Custom Pricing- Every setup is unique. Pricing is based on your business needs and project scope. Contact us today for a personalized quote and let’s get your financial systems running smoothly from day one.

*Must have user access setup online for this service

• Get your books back on track with our comprehensive cleanup and review service designed specifically for busy horse professionals who need clarity, accuracy, and peace of mind.

  What’s Included:

  • Correction of account coding errors for clean, reliable financial data

  • Catch-up on overdue bank and credit card reconciliations

  • Full reconciliation of all financial statement accounts

  • Review of any missing tax filings or business compliance issues

  • A 60-minute virtual call to walk through your revised financials and answer questions.

  Custom Pricing Every business is unique. Pricing is tailored to your specific needs and project scope. Reach out today for a personalized quote and let’s get your finances running smoothly.

  *Must have user access setup online for this service