B&M Financial Management Services combines dependable monthly bookkeeping with practical financial clarity support, so you can keep your records organized, understand your numbers, and make more informed business decisions.
Whether you need reliable bookkeeping or want a deeper financial conversation each month, there's a package designed to grow with your business.
Explore Bookkeeping Packages Schedule a ConsultationStart with the level of support you need today and increase your level of financial guidance as your business grows. Package pricing begins with the scope shown below; final pricing is based on bookkeeping complexity, transaction volume, accounts, and business needs.
For business owners who need their books maintained, reconciled, and ready to support sound business decisions.
For business owners who want bookkeeping plus a regular conversation about what their numbers mean and what to do next.
For established business owners who want more hands-on financial guidance and planning.
Package pricing is starting-point pricing and is subject to a bookkeeping assessment. Services outside the agreed package scope may require an additional fee or a package adjustment.
Bookkeeping gives you accurate information. Financial clarity helps you use that information.
We want you to know what's happening in your business—not wait until tax time to find out.
That's why our higher-level packages include regular financial conversations instead of simply sending you reports and moving on to the next month.
| Service | Essentials | Financial Clarity | Financial Growth |
|---|---|---|---|
| Monthly bookkeeping | ✓ | ✓ | ✓ |
| Bank & credit-card reconciliations | ✓ | ✓ | ✓ |
| Monthly financial statements | ✓ | ✓ | ✓ |
| QuickBooks Online support | ✓ | ✓ | ✓ |
| Monthly financial review | -- | ✓ | ✓ |
| Monthly strategy/advisory call | -- | ✓ | ✓ |
| Cash-flow review | -- | ✓ | ✓ |
| Budgeting & forecasting support | -- | -- | ✓ |
| Profitability review | -- | -- | ✓ |
| Quarterly deeper review | -- | -- | ✓ |
You don't have to commit to ongoing bookkeeping to get help. If your QuickBooks file needs attention or you want to learn how to use it correctly, start with a focused service.
Get your QuickBooks Online file structured properly for your business.
Learn More →Bring messy or outdated books up to date before moving into ongoing support.
Learn More →Get hands-on help understanding QBO and completing the tasks you need to manage.
Learn More →Let's look at your current bookkeeping needs and determine the right level of support.
Book an Assessment →We learn about your business, bookkeeping needs, and goals.
We review the scope and determine the appropriate level of support.
Your books are maintained and reconciled according to the agreed scope.
With the right package, we review your numbers and discuss what comes next.
BMFMS is a good fit for business owners who are willing to maintain organized financial records, use QuickBooks appropriately, provide requested information, and participate in the process.
If your books need significant cleanup, we can address that through a separate cleanup and catch-up engagement before ongoing services begin.
Schedule a consultation with B&M Financial Management Services to discuss your bookkeeping, QuickBooks, and financial clarity needs.
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