Bookkeeping that Grows with your business
Advanced Bookkeeping
You've moved past the early stage. Revenue is growing, but so are expenses, tools, and moving pieces. You want more information than “we made money this month.” You want to see which services carry the profit, which costs are drifting higher, and how much cash is actually coming in.
Advanced Bookkeeping from STO Bookkeeping is built for that point in your business. You keep the same dependable monthly close, reconciliations, and organized chart of accounts from the Foundational plan, and add tracking, reporting, and review time to help you feel confident in making business decisions.
Advanced Bookkeeping is a strong fit if you...
This is the “I want my books to guide decisions, not just tax season” level for owners who are ready for more detail and clarity.
Foundational Bookkeeping Includes
Advanced Bookkeeping Includes
Segmented Tracking
Invoicing & Receivables Support
Deeper Reporting
What you get with Foundational Bookkeeping
With Foundational Bookkeeping from STO Bookkeeping, you get practical support that keeps your numbers clean and usable.
Tracking That Mirrors Your Business
We set up tracking that follows how you actually operate. That may be by service line, project, department, client segment, or location. Your reports begin to show where profit really comes from instead of blending everything into one line.
Invoicing & Receivables Support
We record customer invoices and payments so your accounts receivable report stays accurate. You see who owes you money, how long invoices have been open, and how receivables may affect upcoming cash.
Organized Expense Structure
We refine your expense categories into useful groups like software, marketing, subcontractors, payroll, and overhead. This makes it easy to spot where spending is trending up, where you might be overpaying, and where adjustments could protect profit.
Deeper Reporting Set
In addition to your standard profit and loss and balance sheet, you receive a focused set of reports selected for your needs. That may include profit by service or location, month over month comparisons, and simple views into cash movement. You get reports you will actually open and use.
Regular Review Time
On a set schedule, we review your numbers with you. We point out shifts, patterns, and outliers, then answer questions in plain language. You are never left to interpret the data alone or make guesses based on a single line.
Solid Monthly Bookkeeping Foundation
Behind the scenes, all the essentials remain in place. Accounts are connected, transactions are categorized correctly, and balances are reconciled on schedule. Advanced builds on the clean, reliable base of the Foundational plan instead of changing it.
How the Advanced Bookkeeping Plan Works
01
Discovery & Design
We start with a conversation about how your business earns and spends money, your current tools, and your goals. Then we review your accounting file and design a structure that reflects reality, including tracking, invoice flow, and expense categories. If your history needs a reset, we outline a one time Cleanup Services project before Advanced begins so we start from clear, accurate records.
02
Ongoing Bookkeeping & Reporting
Each month we complete the full bookkeeping cycle. That includes categorization, reconciliations, and checks for accuracy. Once the books are closed, we generate your reports and prepare a short written overview that calls out important changes, trends, and items to watch.
03
Review & Refinement
On a regular schedule, we meet to walk through your results. We answer questions, connect the numbers to decisions you are weighing, and refine tracking or reporting if a different view would better support how you run the business as it grows.
When This Plan Is In Place, You:
See which services, products, clients, or locations carry the strongest profi
Notice rising costs sooner instead of being surprised by a high expense line
Know who owes you money and how receivables affect near term cash
Make everyday decisions with clearer information instead of rough guesses
Have solid, easy to read reports ready when your CPA, lender, or landlord asks for numbers
If you want your books to give you usable insight, not just year end compliance, this plan is built for you.
Common Questions, Answered
Service firms with multiple staff, trades and contractors handling several jobs at once, online sellers with more than one sales channel, and businesses with higher transaction volume or more detailed tracking needs.
You still receive accurate monthly books and reconciliations, plus reports that break out key segments of your business, such as service lines or locations. You also get more frequent or longer review calls to talk through questions and trends.
Yes. During onboarding we review how you want to see your numbers, then set up and test the right structure so your reports reflect the way you think about your work.
Your monthly reports can include simple cash views, such as cash in and out by month and basic projections based on recent patterns, so you can see if the timing of money in and money out needs adjustment.
Yes. If your business simplifies or grows again, we can move you to the plan that matches your current complexity and level of support.
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Additional Services