Bookkeeping Services for Small Business
Outsourced bookkeeping for small and mid-sized businesses that need their numbers right and their bookkeeper reachable. Joa and the Prism team handle monthly reconciliations, financial reports, and the cleanup work most firms quietly turn down. If you're 18 months behind or just want to stop doing it yourself, we get you current and keep you there.
Sound familiar?
Most clients come to us in one of these spots. If a few of these land, we're probably a good fit.
You started DIY in QuickBooks and the books are months behind.
Catch-up work is one of the things we do most often. We'll quote the cleanup before we start.
You have a bookkeeper who records transactions but never explains the numbers.
Reports come with explanations. You'll know what your numbers mean before we close the month.
You're spending five-plus hours a month on books yourself.
That time is worth more in your business. Outsource the part that drains you.
Tax season is stressful because the books aren't in shape.
Our bookkeepers and our Enrolled Agent are the same team. The handoff is internal, not a scramble.
You want one provider for books, payroll, and taxes, not three.
Information actually flows when the bookkeeper, the tax strategist, and the HR advisor share one client file.
Monthly bookkeeping, end to end
Bookkeeping covers the recurring work that keeps your business legible to you, your tax preparer, and anyone else who needs to see the numbers.
Monthly reconciliations
Every account reconciled to the bank statement, every month. No surprises at tax time.
AR and AP management
Invoices out, bills paid on time, aging reports you can act on.
Payroll integration
Your payroll provider feeds clean entries into your books. Gusto, ADP, QuickBooks Payroll, take your pick.
Financial reporting
Profit and loss, balance sheet, and cash flow statements delivered monthly. Not a spreadsheet you have to interpret alone.
Catch-up and cleanup
Months behind? Years behind? We get you current and quote the work before we start, so the price is the price.
Year-end prep
Books closed, 1099s prepared, tax handoff ready. If we do your taxes too, the handoff is internal.
Advisory handoff
When a question goes beyond bookkeeping, your file is already in front of our tax strategist or fractional CFO. Same team, same context.
Sales tax compliance
Multi-state sales tax tracked, reconciled, and filed on schedule. We handle the registration, the rates, and the returns so you stop guessing which state needs what.
How it works
No judgment, no matter how far behind you are. Most clients say the hardest part was making the call.
Onboarding
We review your existing books, audit your software setup, and get you current if you're behind. You'll know exactly what state your records are in before we agree to ongoing work.
How Prism Consulting handles bookkeeping differently
Software expertiseQuickBooks Online ProAdvisor, Platinum Tier
We're certified in the platform most small businesses already use. If you're on QuickBooks Online, we already know your setup. If you're switching, we handle migration.
Verify
Tax-informed bookkeepingEnrolled Agent in the same firm
Bookkeeping decisions affect tax outcomes. Joa is an Enrolled Agent (the IRS's highest credential), and she sees your books in real time. Adjustments happen before they become problems.
Verify- Real software, not generic advice
Integrated tool network
We work daily in Gusto, Relay, BambooHR, and the tools small businesses actually run on. Our recommendations are practitioner-tested, not theoretical.
From a client who's been there:
Joa did the work, but she also helped me understand the systems, so I feel better informed and more capable in my record keeping. Now I recommend Prism Consulting to anyone who will listen and consult with Joa about every single project I am involved with: my own LLC, the Independent non-profit school I'm a part of, and my partners' taxes.
Molly Schermer
Owner · Temper & True LLC
Bookkeeping, $500 to $750/month
Bookkeeping scales across all four monthly tiers. Pick the depth that fits your business.
Bookkeeping questions
We work primarily in QuickBooks Online because that's what most small businesses are already on, and Joa is a certified ProAdvisor. We also handle Wave, Xero, and migrations between platforms. If you're on something we don't support, we'll tell you on the Vibe Check.
Ready to stop white-knuckling your books?
A Vibe Check is free, takes about 30 minutes, and ends with you knowing whether Prism is the right fit. No follow-up sales pitch.