Our Services
Book See Financial empowers startups, scaling businesses, and mission-driven organizations through professional bookkeeping and tailored financial services.
With flexible pricing—offering flat costs for predictable services and hourly rates for additional support—we provide transparency and scalability. Whether streamlining operations or planning for growth, Book See is your trusted partner every step of the way.
Who we’re good for:
Values-Aligned Startups
We specialize in supporting mission-driven startups that align financial practices with their core values. Whether you're creating a worker-owned cooperative, building sustainable systems, or pursuing a socially responsible mission, we help you establish a solid financial foundation. Our expertise ensures you have the clarity and structure needed to grow responsibly while staying true to your vision.
Consultants & Teams
Our best work is with B2B Consultants, B2C Service-based Brick and Mortars, and E-Commerce. We love working with:
Programmers
Coaches
Marketing and communications agencies
Sustainability consultants
E-commerce shops
Non-profits
Schools
Farms
Art, Beauty, and Yoga studios
Food trucks & Cafes
From figuring out how to pay yourself, to comfortably and regularly clearing payroll for a team of 30. It’s less about the WHAT, and more about the HOW. Business is sacred. Budgets are moral documents. People matter. It’s possible to do work in the world that pulls a better future here for more of us; People, Planet, Profit. All three matter.
$100k-$5M/Year
For businesses in this revenue range, we provide tailored financial management that scales with your growth. From streamlining operations to tracking KPIs that matter, we help you optimize profitability, plan for growth, and navigate challenges with confidence. With Book See, you gain a trusted partner who ensures your financial health supports your next big leap.
We turn your financial data into a powerful decision-making tool. By identifying and tracking the key performance indicators (KPIs) that matter most to your business, we provide clear insights to guide your strategies. Whether you're assessing profitability, forecasting growth, or aligning with long-term goals, our data-driven approach ensures your decisions are informed, impactful, and rooted in measurable outcomes.
Data Driven Decision-Making
Pitch Us
Not sure you can afford us? From time to time, we partner with small businesses that share our mindset and mission. If we believe we can make a meaningful impact together, we’ll work with you within your budget. The catch? We need to truly understand what you do and the difference you’re striving to make in the world. If you’re passionate about your purpose, let’s talk—we might just be the right fit for each other.
Beyond Bookkeeping
-
Business Owner 101 is all the tactical and back-end up-skilling so that you handle funds above board from day one, know how to pay yourself and develop comfort and confidence with reading financial statements.
It’s being able to know enough about what you should be seeing in the books so that you can identify issues easily when you eventually hand-off the back-end management to another collaborator or employee.
It’s making sure you’re registered with the proper State and Federal agencies, that you have your tax budget built into your planning from day one, and that you have basic internal controls and documents in place so that you’re protected and armored up as the business begins to scale.
-
Cashflow management is the number one challenge for most businesses, especially when revenue is seasonal or gets paid out in large lump-sums and contract milestones.
We lean-in heavily on benchmarking Gross Profit margins against your industry's top performers to make sure the wind is in your sales and then use the Profit First Methodology to lean into monthly or weekly cashflow forecasting so that we can adapt to and/or avert tightness months before it arrives.
The goal is that we help you manage cashflow months in advance so that you’re at ease, rather than scrambling or waiting for a check to clear every payroll.
-
What’s your exit strategy and what's meaningful for you?
How much do you need in order to fund your next stage in life whether it’s in the next 3 or 10 years?
Do you have a sense of what multiplier your business is currently likely to sell at? Do you have a clear list of the easiest action-items to increase sales values? Do you know whether you are seeking a transition to family, a sale at auction, a discrete 3rd party sale, a transition to an ESOP, a transition to a worker-owned co-op, or some combination of the above?
Exit Planning is a way of doing business so that you’re always ready. You’re as smooth, profitable, and impactful as possible, and always ready for what’s next.
-
Some problems don't fit neatly into a bookkeeping scope. That's where our Operations & Systems Advisory skills come in. We roll up our sleeves and help you build the internal systems your business actually needs to run well.
Past projects include custom profitability dashboards built in Airtable, draft master service agreements for legal review governing 1099 contractor relationships, compliance tracking dashboards, IT policy documentation, and facilitated team working sessions to identify bottlenecks and design workflows that directly respond to what your clients are asking for.
This work is available on a project or hourly basis at $85/hr for standard operational work and $125/hr for advanced workshops and facilitated sessions. Most clients engage us for specific projects alongside their monthly bookkeeping, but standalone engagements are welcome too.
If something in your business feels harder than it should be, there's probably a system missing. Let's build it.
