Bookkeeping for clear
insights and confident growth.
Flat-rate services for growing practices and small businesses.
What You Get
Bookkeeping services designed to give you complete financial clarity and peace of mind.
Expertly categorized transactions and reconciliations handled by real human bookkeepers, never AI, ensuring accuracy and context in every detail.Profit & Loss reports, balance sheets, and custom KPIs delivered by the 5th of each month for complete financial clarity.Seamless, year-end handoff to your CPA with organized financials and tax-ready reports prepared for filing.Flat-rate pricing model with no hourly fees or hidden charges, keeping your monthly costs simple and predictable.Consistent, responsive communication from a team that’s always available when you need us, so you’re never left waiting for answers.Live Data Client Portal
24/7 access to the Esperance Advisory live data client portal, featuring real-time dashboards tailored to your business and industry. You’ll create your own secure login during onboarding, with optional two-factor authentication for added security.
This dashboard showcases real-time visuals of year-to-date performance, expenses, and profit trends.
How It Works
Getting started is simple. We've streamlined the process so you can focus on what matters most - growing your business.
Connect Your Accounts
If you already use QuickBooks Online, simply invite our firm to your account so we can access your books securely. If you’re new to QuickBooks, we’ll set you up with a professional QuickBooks Online account through our firm, ensuring your information remains private and protected.
We Begin Your Bookkeeping
Our expert bookkeeping team meticulously categorizes every transaction, reconciles your accounts, and maintains accurate financial records so your books are always current. We take the time to understand your specific business, ensuring every detail is organized with precision to help you maximize deductions, reduce inefficiencies, and keep more of what you earn.
Monthly Reports & Live Dashboards
By the 5th of each month, you’ll receive clear, detailed financial reports, including your Profit & Loss, Balance Sheet, cash flow statement, and custom KPIs. You’ll also gain 24/7 access to the Esperance Advisory live data client portal, where customized dashboards provide real-time visibility tailored to your unique business and industry.
Who We Help
We help business owners find clarity behind their numbers, across a range of industries.
Medical, Dental, & Wellness Practices
Patient billing, insurance claims, equipment depreciation, and regulatory compliance tracking
Contracting & Construction Businesses
Job costing, progress billing, and managing subcontractor payments efficiently
Creative Agencies & Marketing Firms
Project-based revenue, client retainers, and creative asset expense management
Law Firms & Legal Professionals
Trust account management, billable hour tracking, and client cost allocation
Real Estate Professionals & Brokerages
Commission tracking, transaction management, and property investment accounting
Retail & E-commerce Businesses
Inventory management, multi-channel sales tracking, and cost of goods analysis
Consultants, Freelancers & Creators
Multiple income streams, 1099 management, project profitability, and professional expense tracking
Nonprofits & Associations
Grant tracking, donor management, and program expense allocation for transparency
Don't see your industry? Contact us to see how we can help.
Our Certifications
Our team maintains the highest professional standards through continuous education and certification.
NACPB
Certified Public Bookkeeper
QuickBooks
ProAdvisor Elite
QuickBooks
ProAdvisor Level 2
QuickBooks
ProAdvisor Payroll
You can verify our credentials here