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Our Services

Our bookkeeping services are designed for business owners who want accuracy without unnecessary overhead. We offer tiered monthly bookkeeping packages, cleanup and catch-up support, and additional compliance services to keep your financial records structured and dependable. By outsourcing to Fey & Rae Financial, you gain professional oversight, defined deliverables, and consistent reporting - all within a predictable flat-rate model.

Essential Bookkeeping

Best For: Solo Entrepreneurs and Small Businesses (0–3 employees)

Includes:

  1. Monthly account reconciliation (1–2 accounts)

  2. Transaction categorization

  3. Chart of accounts maintenance

  4. Monthly financial report (P&L and Balance Sheet)

  5. Up to 150 transactions/month

  6. Quarterly check-in call (15–20 min) *Optional*

Growth Bookkeeping

Best For: Growing owner-operated businesses, online shops, contractors, retail shops, nonprofits, professional services (4–10 employees)

Includes:

  1. Reconciliation of up to 5 accounts (bank + credit card)

  2. Full transaction management with categorization

  3. Financial reports: P&L, Balance Sheet, and Cash Flow

  4. Accounts Payable entry & tracking

  5. Accounts Receivable tracking & payment application

  6. Up to 400 transactions/month

  7. Priority email support (1 business-day response)

Professional Bookkeeping

Best For: Established businesses with higher volume (5-20 team members), construction companies, multi-location small businesses, medical, dental, service firms, larger non-profits

Includes:

  1. Reconciliation of up to 8 accounts

  2. Full AP/AR management

  3. Monthly financial reporting package

  4. Sales tax tracking

  5. Quarterly tax prep reports for CPA or tax filer

  6. Monthly strategy call (45 minutes) *Optional*

  7. Up to 800 transactions/month

Get Started Today

We handle the numbers so you can focus on running and growing your business.

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