Skip to content
Poised Books

Expert Bookkeeping Services

Cleanup, setup, coaching, and fractional controller services. No monthly retainers. Just clean, accurate books.

How We Help

Whether you are catching up, starting fresh, or scaling operations.

Most Popular
Bookkeeping Cleanup
Whether it's 6 months or 6 years behind, we untangle co-mingled accounts and deliver tax-ready financials.
  • Full bank & credit card reconciliation
  • Transaction re-categorization
  • Tax-ready financial statements
  • 30-day post-delivery support

$2,500 - $10,000

New Business Setup
Platform selection, chart of accounts, bank connections, and reporting — configured properly from day one.
  • Platform selection & configuration
  • Custom chart of accounts
  • Bank & payment connections
  • Owner training session

Starting at $350

Coaching
Personalized QuickBooks and Xero training. Learn at your own pace with an expert who speaks plain English.
  • One-on-one screen-sharing sessions
  • Customized to your business
  • QuickBooks & Xero expertise
  • Practical, hands-on learning

$150 - $300 / session

Fractional Controller
Strategic financial oversight, payroll, and reporting without the full-time salary.
  • Financial oversight & reporting
  • Payroll & AP/AR management
  • Policy & process development
  • Strategic financial guidance

Custom pricing

Not Sure Which Service You Need?

Free 15-minute discovery call. No pressure, just an honest conversation.