Bookkeeping Done Right: Our Approach

A simple, transparent path: We begin with a friendly intro call, follow with a thorough Financial 360 discovery and advisory engagement, and finish with a clear list of services that’s right for your business—no guesswork, just honest support. This way you always know what’s happening and why.

A beige tufted sofa with a closed black laptop on it, a side table with a gold and white lamp, a smartphone, and a pen, in front of a window with curtains.

Julia Dean-

“I cannot imagine tackling some of the administrative challenges that run across my desk without her.”

Michelle Volpini-

“She is so knowledgeable with Quickbooks and is able to field all my questions.”

Side-by-Side: Service, Support, and Savings

A comparison to help you feel confident in your choice.

C&P Business Solutions

✅ Financial 360 first, then a monthly quote: transparent discovery and advising before any set pricing
✅ Save $$$ Lower overhead than in-house employees: pay only for the services you need—Using us saves you from paying for employee payroll taxes, benefits, PTO, training time, or management time.
✅ Custom plan, not a package trap: right-sized package so you don’t pay for extras you won’t use and don’t miss essentials you need.
✅ Right-fit pricing (not one-size/high retainer): your fee reflects actual volume and complexity
✅ Reports & reviews included: clear monthly reporting and check-ins are built in—so you can stay informed.
✅ Our Responsive, quality support: email/phone/Zoom/local access —questions are part of the partnership, not billable surprises.
✅ Experienced guidance: we advise on cost-effective tools and can help with setup
✅ Transparent Pricing and Communication: you get a roadmap, deliverables, and predictable monthly pricing.
✅ Back office + web support alignment: optional web design/maintenance ensures your numbers and online presence work together to drive growth.

“The Others” (CPA firms, agencies, attorneys, in-house)

❌ Quote before review or $$$ hourly “assessment,” leading to variable monthly bills, hours that fluctuate—and a hourly model that incentives slower work (more hours = higher $$$)
❌ In-house employees/teams cost more $$$: set hours (pay even when workload dips), payroll taxes, benefits, vacation/sick time, training/overhead, and management time.
❌ Three-package upsell: Good/Better/Best designed to push you to the package they want to sell!—yet you don’t know what you actually need, and packages often bundle services you don’t need or even worse omit essentials you do!
❌ One-size or high retainer; salaries/benefits for your employees!
❌ Reports and reviews often extra
❌ Limited availability (business hours); billable for every question
❌ Tool fees and integrations passed through
❌ Unclear scope and shifting costs
❌ No web/brand support to match the back office

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What Makes Us Different….

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Start Smart: Financial 360

Why Our Financial 360 Comes First-
- Every business is unique. We don’t know your previous systems used, processes, history, or volume yet—this deep dive gives us the full picture.
- You shouldn’t pay for what you don’t need. We identify only the services that make you most efficient and cost-effective.
- No guesswork pricing. Giving a monthly quote before assessing your books would be irresponsible—Financial 360 replaces guesses with facts.
- Catches missing pieces early. If there was no prior bookkeeper (or a not-so-great one), we’ll uncover gaps, errors, and risks fast.
- Transparent roadmap. You get clear findings, priorities, and a timeline—plus what we’ll handle vs. what’s optional.
- Right-sized scope. We match services to your reality—transaction volume, payroll complexity, entities, and reporting needs.
- Lower risk, fewer surprises. Early diagnostics prevent costly rework and month-to-month headaches.
- Process improvement. We review bill pay, payroll, document flow, and can streamline how work gets done.
- Accurate monthly quote. Your ongoing price reflects real services, not a generic package.
- Protects your budget. Fix the right things in the right order—no wasted time, no unnecessary add-ons.
- Sets us up as true partners. We learn your goals and build a plan that supports them month after month.

Two people working at a desk with laptops, printed documents, and pens.

Financial 360 Includes:

One-Time Financial 360-A thorough, hands-on deep dive into your books and workflow so we start from a clear, accurate foundation.
- QuickBooks / system & overall review
- Reconciliation spot-checks and error identification
- Gap analysis with a prioritized cleanup/catch-up recommendations (what to fix, in what order)
- Process audit: payroll, bill pay/AP, document flow, and reporting
- Risk & efficiency notes (where you can save time and costs)
- Actionable recommendations personalized to your business
- A summary of findings and options
Follow-Up Zoom: Walkthrough & Next Steps
- Plain-English walkthrough of what’s working and what needs attention
- Prioritized action plan (cleanup tasks, process tweaks, timelines)
- Options for scope and service with a monthly continued service quote
- Onboarding and access requirements so we can move fast

Why You Need This:

Our Financial 360 shows you exactly what’s working, what’s broken, and what to do next—then it gives you the right-sized monthly quote. No surprises, no re-work, cleaner setup, and the best part— we do it because it saves our clients money!

Our Transparent Pricing

The $1,000 fee covers our teams time and expertise required complete our analysis and advisory services for your business. We thoroughly assess your current status, advise you on our findings and provide our plan for the most efficient, cost-effective services for you.
The Financial 360 protects you and your budget, prevents rework, and ensures your monthly plan fits your actual needs. It’s the clean, transparent starting point for a long-term partnership.
Note: Our Financial 360 is not hands-on cleanup or ongoing bookkeeping.
It is a one time expert analysis and advisory service for your business. If cleanup is needed, we’ll outline scope, timeline, and cost separately—so there are no surprises.
A monthly service quote will be provided following our advisory service for continued bookkeeping services.
Following our Financial 360 process, we will provide a monthly service quote. The monthly service fee will be charged on the 1st of each month for the length of our continued engagement.