Reliable Bookkeeping Rooted in Accuracy, Focused on Your Growth

Services

  • Virtual Bookkeeping

  • Cleanups/Catch-ups

  • A/R Management & Invoicing

  • A/P Bill-Pay Management

  • Payroll Management

  • Monthly Budgeting

  • Monthly Benchmarking

  • Consulting

About Grove Financials

Welcome to Grove Financials, your dedicated partner for streamlined digital bookkeeping and insightful financial advisory services. I love to serve small businesses and understand the unique challenges that you might face when trying to gain clarity and insights within your financial records. I provide clear, accurate financials and strategic guidance to fuel your growth, manage inconsistent income, and make informed decisions, freeing you to focus on your craft and customers. Schedule a free consultation today!

About the Owner

Hi! My name is Keri and I want to be your business' bookkeeper and trusted financial partner! With a bachelor's degree in accounting, QuickBooks Online ProAdvisor and Associate Digital Bookkeeper certifications, and hands-on experience with all kinds of tools like Excel, Google Workspace and so on, I am ready to tackle your books with proficiency and skill. I look forward to meeting with you!

🌱 The Seedling Plan

For businesses building strong roots and needing clean, reliable books.

  • Monthly transaction categorization

  • Bank & credit card reconciliations

  • Standard financial reports (P&L, Balance Sheet, Cash Summary)

  • Quarterly check-ins

  • Document storage & secure portal access

  • Up to 3 financial accounts (bank, credit card, payment platforms combined)

  • Email support

Starting at $400/month

🌿 The Branching Out Plan

For growing businesses ready for more insight, clarity, and strategic financial care.

Includes everything in The Seedling Plan, plus:

  • Monthly Financial Snapshot + Trends

  • Light financial advisory: revenue, profit, & expense analysis

  • Quarterly budget check-ins

  • Up to 6 financial accounts

  • Multi-platform integrations (Stripe, PayPal, Shopify, etc.)

  • Quarterly tax prep coordination support

Starting at $600/month

***Custom quotes available for all tiers, let's talk!***

🌳 The Canopy
Plan

For business owners who want proactive financial partnership and forecasting support.

Includes everything in The Branching Out Plan, plus:

  • Monthly Financial Snapshot + Trends

  • Custom Chart of Accounts & account structure

  • Light financial advisory: revenue, profit, & expense analysis

  • Quarterly budget check-ins

  • Up to 6 financial accounts

  • Multi-platform integrations (Stripe, PayPal, Shopify, etc.)

  • Quarterly tax prep coordination support

Starting at $1,000/month

Add-Ons (Available at Any Tier):

  • â—‹ Historical clean-up or catch-up bookkeeping (custom quote)

  • â—‹ Sales tax reporting & filings

  • â—‹ Payroll setup (Gusto, QBO Payroll, etc.)

  • â—‹ Contractor 1099 filings

  • â—‹ Budget creation package

  • â—‹ CFO Project Work (deep dives, business modeling)

  • â—‹ Audit support / CPA collaboration

What Impacts Pricing:

  • â—‹ Number of accounts & platforms

  • â—‹ Transaction volume

  • â—‹ Complexity of income streams

  • â—‹ Number of employees/contractors

  • â—‹ Cleanliness of current books

  • â—‹ Level of reporting & advisory needs