Even the most capable business owners hit a point where outdated or inconsistent bookkeeping becomes a barrier to growth. If your numbers aren't current, accurate, or easy to understand, you’re forced to lead with uncertainty—and that comes at a cost.
Your financial systems haven’t kept up with your growth
You’re making decisions with incomplete or outdated information
Tax season creates panic instead of preparation
Instead of spending you nights in QuickBooks, imagine having financial systems that:
Gives you a real-time view of where your business stands
Replaces chaos with simple processes that run in the background
Make tax season routine - not a fire drill
Helps you understand what's working so you can do more of it.
That's what professional bookkeeping should do. Not just categorize transactions, but provide the financial foundation that lets you scale with confidence
At SEW Personal Bookkeeping, we've worked with business owners who felt exactly like you do right now. From solopreneurs drowning in receipts to $7M companies that outgrew their systems, we've seen every version of financial chaos.
Good businesses fail not because they lack customers or great products, but because they can't see their financial picture clearly enough to make smart moves.
Every business owner deserves financial clarity that scales with their success. You shouldn't need an MBA in accounting to understand your own numbers.
That's why we've spent years perfecting systems that work for businesses at every stage—from startup to scale-up. We're not just bookkeepers; we're your financial foundation team.
We'll assess your current situation and create a custom plan (no judgment, just solutions)
We handle the technical setup and clean up any existing mess—usually within 2 weeks
We maintain your books and provide monthly insights that help you make smarter decisions
Whether you're just starting out or scaling fast, we have a solution that fits your business size and budget. No cookie-cutter approaches—just the right level of support for where you are today
Monthly bookkeeping & bank reconciliation
Essential financial reports (Profit & Loss, Balance Sheet)
Flexible payroll processing
Quarterly tax prep support
Monthly budget tracking
Advanced reporting & KPI dashboard
Regular payroll processing
Monthly financial review calls
Cash flow forecasting
Growth insights & recommendations
Department/project tracking
Priority email support
CFO-level strategic insights
Budget planning & variance analysis
Department-level P&L reporting
Custom reporting
Dedicated account manager
Same-day support
Quarterly strategic planning sessions
Historical cleanup - Get caught up from wherever you are (quoted separately)
Additional entities - Multiple businesses? We've got you covered
Tax preparation coordination - We work directly with your CPA
HR payroll support - Beyond just cutting checks
Financial auditing prep - When banks or investors come knocking
Whether you're behind on your books, prepping for a loan, or just tired of flying blind—this is your shortcut to peace of mind.
“We were 14 months behind and drowning in receipts. SEW cleaned everything up, gave us real-time dashboards, and we finally feel in control again. Best decision we’ve made this year.”
“I used to feel completely overwhelmed every time I looked at my books. Now I get clear reports every month and actually understand what’s going on. I wish I’d found SEW years ago.”
“We were completely behind—no reports, no clarity, and a loan deadline coming fast. SEW’s Fast Track got us cleaned up, organized, and loan-ready in just 9 days. I still can’t believe how fast and smooth it was.”
Started
Moving faster and making better decisions
Securing loans, grants, and investments
Identifying and doubling down on their most profitable work
Sleeping soundly at night