Three ways to work together.
Every engagement starts with clean, tax-ready books. From there you choose how much of the thinking you want handled — a monthly read on performance, or a standing seat at your table.
Foundations
Clean books, closed on time, ready for tax season.
Performance
Your numbers explained, while there's still time to act.
Advisory
A finance partner in the room for every big decision.
Additional services & one-time projects
Some work is a project, not a monthly rhythm. These can stand on their own or bolt onto any pillar — quoted as a fixed fee once I've seen the scope.
Behind by months or years? I get you current quickly and quietly, then hand you clean books to run on.
A new ledger built right the first time — QuickBooks, Kick, or another platform I partner with — or a careful move off spreadsheets and legacy software.
Choosing and wiring up payroll, billing, receipts, and payments so the data flows in on its own.
Bills scheduled and paid on time, invoices out promptly, and slow payers followed up before they age.
Payroll run on schedule with taxes filed and deposited, plus new-hire and year-end paperwork handled.
W-9 collection, contractor tracking, and year-end 1099 filing handled before the deadline.
Get registration, rates, and filing cadence right — and confirm what you already filed holds up.
Working sessions on your own file — entry, approvals, and reading the reports with confidence.
Not sure which fits?
Book a short fit call. We'll look at where your books stand today and I'll tell you plainly which level makes sense — no pressure, no obligation.
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Let's Bring Clarity to Your Finances
Book a free 30-minute call. We will discuss your goals, your current challenges, and see if Peterson Bookkeeping & Advisory is the right partner for your next phase of growth.
Not ready to talk yet? Start with a free books checkup →