Sound, Judgment-Free Small Business Finance Strategy
Financial Strategy, Bookkeeping, and CFO Services — select services or full suite — to get the help you need right where you’re at.
-
Actually Know Your Numbers
-
Save Time + Money
-
Get Total Peace of Mind
Lots of small business owners are totally winging it when it comes to their finances.
If you’re feeling:
Stressed when thinking about your bookkeeping
Like you’re always scrambling to catch up at tax time
Worried that your books are full of errors
Unsure of how much you should really be paying yourself
Like you want to grow your team, but aren’t sure if you can afford it
Confused when it’s time to make financial decisions because you don’t have a pulse on your numbers
Then it’s time you have a finance team in your corner to eliminate these problems.
Getting help with your finances shouldn’t make you feel judged. There’s no shame in asking for help where you need it (and everyone needs help somewhere).
FELLOW OWNER,
JUST A FEW OF THE BUSINESSES WE’VE SUPPORTED OVER THE YEARS
IT’S TIME TO QUIT WINGING IT
Be Confident About Your Business’ Finances
Schedule a free intake call
SELECT SERVICES
Get financial clarity + grow
-
![A woman with brown hair and blue eyes smiling outdoors with green trees in the background.]()
Lane helps us set goals and forecast, so we've been able to grow over the last 10+ years.
"Lane is an irreplaceable part of our team. As a small business owner, you can't be great at everything, even if you were, there's not enough time in a day to do it all well. The team at Hoffbeck + Co cleaned up and continue to manage our books so we can make smart financial decisions. Lane helps us set goals and forecast, so we've been able to grow over the last 10+ years. We honestly wouldn't be functioning, and may not even be in business still, if it weren't for Lane's financial help and guidance.”
JOAN H.
OWNER OF LEGACY HILL FARM
-
![A woman with dark hair and light skin looking at the camera, surrounded by green houseplants indoors.]()
"Can't say enough good things!
They've already helped me pivot so much with my business and have grown my knowledge to better my business exponentially. They are thorough, kind, and easy to work with.”
RACHEL LUNGHI
SIREN FLORAL CO.
-
![A smiling woman with long brown hair, wearing a black blazer and gold jewelry, sitting on a beige chair in a bright room with a white flower arrangement in the background.]()
"They've helped me improve my business with patience and without judgment.
I am so grateful that I was referred to Hoffbeck + Co. They have helped my business grow significantly and I feel more organized, deliberate in decision making, and supported in my business with them by my side. I was skeptical that I could find people in the finance space that I could trust (so many gimmicks out there) -- let alone who would be awesome to work with… They're professional, responsive and knowledgeable.”
EMILY RUBENSTEIN
EMILY RUBENSTEIN LAW, PC
-
![Portrait of a smiling woman with long brown hair, wearing a black outfit, outdoors with green foliage in the background.]()
“Would 10/10 recommend this duo to anyone and everyone.
Absolutely wish we could give Lane and Mahla more stars! We started working with them to plan out a direction to grow our business, and now we are navigating all things business with Lane. We felt extremely confident in his knowledge and understanding of strategically making business decisions within our first call.”
CAITLIN ABERLE
REALM DESIGN
Meet the Finance Team
Lane Hoffbeck
CONSULTANT + PARTNER
Jessica Heeg
BOOKKEEPER
We’re QuickBooks Pro Advisors.
QUICKBOOKS ONLINE IS THE GOLD STANDARD SOFTWARE FOR BOOKKEEPING FOR SMALL BUSINESS.
As independent QuickBooks Pro Advisor professionals, we help businesses set up and manage their QuickBooks Online accounts, ensuring accurate financial records and efficient bookkeeping.
Get the valuable financial insights and guidance you need to be confident in your company’s finances. Our services include tasks such as categorizing transactions, generating financial reports, reconciling accounts, and customizing your chart of accounts to fit your unique business—which allows you to make informed decisions based on accurate financial data. You can also rest easy knowing that we stay informed on the latest QuickBooks updates and industry trends, ensuring you benefit from the most current and effective bookkeeping practices.
STRATEGIC FINANCIAL HELP FOR WHERE YOU ARE + WHERE YOU’RE HEADED
Our Finance Packages
Your numbers should tell a clear story, and that story should help you make more informed, empowered decisions for your business. Our financial packages combine solid bookkeeping with smart strategy, giving you the clarity and confidence to make decisions that move your business forward. From foundational systems to full financial management, we’ll help you stay organized, informed, and in control of your growth.
COMPLIANCE BOOKKEEPING
STARTING AT
$650
/MONTH
FOR COMPANIES WITH AN ANNUAL REVENUE OF <$250K
✔ Cash Basis Accounting
✔ Transaction categorization
✔ Monthly reconciliation for bank + credit accounts
✔ Standard P+L + Balance Sheet financials
✔ Books closed by mid-month each month
✔ Bank Feed Sync (limited manual entry)
*Increased manual entry available for an additional fee
✔ 2 Payment Processor Integration
*Option to add more, as applicable
1X setup fee of $1000. Number of accounts must be <5. Monthly transaction volume must be <100/mo. Business-specific customizations are available within this tier for increased complexity, as needed. Additional fees may apply. Inquire for more info.
MOST COMMON
STANDARD BOOKKEEPING
STARTING AT
$1,100
/MONTH
MOST COMMON FOR COMPANIES WITH AN ANNUAL REVENUE OF $250K-$2M
Everything from Compliance, plus:
✔ Revenue stream separation
✔ Cost tracking aligned to projects, revenue streams
*client provides transaction detail via receipts or sheet
✔ Receipt matching
*client uploads to Quickbooks Online and we match
✔ 1099 contractor/vendor tracking
*1099 filing/processing is extra
✔ Accrual Accounting Available
*Inquire if desired for an additional fee
1X setup fee of $1,000. Business-specific customizations are available within this tier for increased complexity, as needed. Additional fees may apply. Inquire for more info.
BOOKKEEPING + CFO
STARTING AT
$3,000
/MONTH
FOR COMPANIES WITH AN ANNUAL REVENUE OF $2M+
Everything from Standard, plus:
✔ Finance Coaching Package
✔ Financial Analysis
✔ Monthly Financial Review
✔ Key Performance Indicators
✔ Transaction Review
✔ Basic Financial Forecasting
✔ Project Profitability Analysis
✔ Budgeting
1X setup fee of $1,000. Business-specific customizations are available within this tier for increased complexity, as needed. Additional fees may apply. Inquire for more info.
Need one-off finance help or want a pro’s opinion?
A session is likely the best place to start. If you have a specific finance project you need assistance with, we can bid it out and help. Common one-off finance projects include but aren’t limited to: company valuation, raising capital, strategic operating agreement, or financial agreements.
Realize Value from Day One
Results you can expect with H+Co Finance:
Know exactly where your money is going
Make smarter business decisions
Steady your cash flow
Expert support, without full-time cost
Be ready for what's next -- hiring, expanding, raising capital
Spend more time doing the work you love (not deep in numbers)
FREE DOWNLOAD
The Financial Accounts Setup Guide Every Small Business Needs
This guide gives you specific steps to take and offers important factors to consider to help you get your business financial organization set up intentionally, giving you confidence and peace of mind.
Frequently Asked Questions
Don’t see your question listed? Just drop us a note and ask.
-
Bookkeeping and CFO Services are separate services and one isn't required for the other. For well-rounded financial support, a lot of businesses start with bookkeeping and monthly Finance Coaching, then add on and expand their CFO services when they are ready.
-
Yes. If you already have a bookkeeper that works for you, and you also need some additional finance support, we can work alongside your existing bookkeeper — no problem.
-
Yes, there is a one-time setup fee for bookkeeping services, which matches the monthly fee. The fee is based on the package tier that you’re in, as the tier correlates to the complexity of your bookkeeping needs, and therefore the amount of work that needs to be done for setup. Setup includes tasks such as: ensuring your bank and credit cards are syncing properly; customizing your chart of accounts; and getting access to your accounts, payment processors, and reporting.
-
Yes, your bookkeeping services will be a flat rate locked in each month. The reason the rates listed say “starting at” is because within each package tier, there is still variability with price based on your business’ needs. For instance, you may be a fit for the Wave package but need some upgrades within that tier that would increase your monthly fee, yet still allow you stay in the Wave tier without needing to jump up to the Swell tier. Some common upgrades include: the number of financial accounts, the number of payment processors used (Stripe, Square, PayPal, Shopify, Venmo, etc.), accrual basis reporting, transaction volume, bank syncing, increased manual entry required based on unique business needs, project tracking, significant personal transactions, etc.
-
Great question. There are a number of factors, including but not limited to:
Volume of transactions
Manual entries vs automatically synching transactions
Complexity of accounts
Accrual vs Cash basis accounting
Inventory tracking
Project-based revenue and expense tracking
Number of payment processors
Industry-specific accounting standards (i.e. legal trust accounting)
Hybrid personal/business account usage
Level of detail
This is why our packages have "starting at" rates. As complexity increases, you'll be notified of additional fees that might be applicable, yet may still allow you to stay within your tier.
-
We can start as your bookkeeper anytime of year. If we start mid-year with you, then your annual books will be incomplete, unless you had a previous bookkeeper or you kept them yourself.
If you want us clean up the months prior to us taking over your bookkeeping, we can help make sure they were done correctly and that your whole year is accurate. The additional fee for this is based on the tier you’re in and the number of months that need to be cleaned up.
NOTE: If books were not kept (or basically not kept prior to us working with you) — i.e., less than 50% of the transactions input — then the standard monthly rate would apply for those months that need books performed.
Rates for Cleanup for Past Months:
Tier 1: $199/mo
Tier 2: $499/mo
Tier 3: $799/mo
-
Yes, we can. This would be an additional fee based on the number of contractors you have that qualify for 1099s filings, as well as the volume of transactions for those contractors. You can add this service onto your bookkeeping package. Inquire for more info.
ON THE BLOG
Get Answers to Your Small Business Finance Questions
-
![A woman with curly hair, wearing a beige jacket, is sitting at a table, writing in a notebook with a pen, while holding a smartphone in her other hand.]()
Do I really need a bookkeeper as a small business owner?
-
![A person is handing a gold-colored Visa credit card to another person who is holding a point of sale terminal, with a payment processor in the background.]()
The best bank and credit cards for small businesses
-
![A woman with long brown hair, wearing a blue top and a wristwatch, is sitting at a wooden table near a window with potted plants. She is writing in a notebook with a pen, with a closed pink book, a black folder, and a takeaway coffee cup nearby.]()
4 Common Mistakes Startups Make
