WEBSITE CONCEPT · Prepared for Shannon’s review · Revised September 20, 2026Back to the handbook ↗
SystematicBusiness Operations

Bookkeeping & back-office support · Livermore

A little more order.
A lot more clarity.

You put a lot into your business. Your books should help you see it clearly. Thoughtful monthly bookkeeping and practical support for the details that keep things moving.

Find your starting point See how it could work

Rooted in Livermore. Built around small service businesses.

Illustrative workflow — no actual client data.

Clear recordsKnow what is complete and what is missing.
Practical explanationsUnderstand the numbers, not just receive them.
An agreed scopeKnow what is included before work begins.

A manageable place to begin

Monthly support.
Clearly defined.

Start with the records and accounts your business actually uses. Review a representative month together, agree the scope, and build a routine that fits.

Proposed monthly scope

Core books and records

$395 / month

One business · Up to 5 delivery hours
Tasks and responsibilities agreed in advance

  • Categorization and reconciliation
  • Monthly report and records checklist
  • Cleanup, AP/AR, bill pay and payroll excluded
Talk through this scope ↗

Proposed monthly scope

Business support

$750 / month

One business · Up to 10 delivery hours
Tasks and responsibilities agreed in advance

  • Core books and records
  • Defined recurring admin coordination
  • Agreed follow-up; no unlimited access
Talk through this scope ↗

Proposed monthly scope

Back-office coordination

$1,250 / month

One business · Up to 16 delivery hours
Tasks and responsibilities agreed in advance

  • Defined process tracking
  • Recurring coordination and follow-up
  • Extra work separately scoped
Talk through this scope ↗

Proposed review pricing, not a live offer or existing engagement. Final scope follows a review of the records. Setup, cleanup and work outside the agreed monthly scope are quoted separately. Tax filing, payroll processing and specialist advice are not represented as included.

And the work around the books?

The three scopes match the planning workbook. Choose the recurring tasks first; setup, cleanup and work beyond the agreed hours need a separate estimate. Keep the support useful and the workload manageable.

Talk through the details ↗

How working together could look

A steady rhythm.
Not another pile to manage.

01

Start with your business.

Talk through how you earn, spend and keep records. Look at a sample month and agree on the work, timing and access before starting.

02

Bring the details together.

Gather statements and supporting records. Review transactions, reconcile the agreed accounts and send one clear request for anything still missing.

03

Make the month make sense.

Review the reports and open questions. Keep the completed records together and use what you learn to make the next month simpler.

A conversation, not a commitment

What would a
calmer month
look like?

Start with what is taking your time. A useful first conversation should make the next step clearer—not give you more to figure out on your own.

Let’s start here.

  1. What kind of service business do you run?
  2. Which records or recurring tasks feel hardest to keep up with?
  3. What would you most like to understand about your numbers?
Contact experience preview. This concept does not collect or send information, schedule a call or create an engagement. Shannon can choose the contact details and booking method before publication.
For this review: what is useful to comment on?

The tone, proposed packages, service descriptions and whether this feels like the business you want to build. No account information is needed.