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 that are establishing strong roots and need clean, reliable books.

  • Monthly transaction categorization

  • Bank & credit card reconciliations

  • Tailored chart of accounts setup

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

  • 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:

  • Quarterly Financial Snapshot

  • Quarterly budget & cash flow check-ins (available if a budget is in place; requires Budget Creation Package if not yet established)

  • Up to 6 financial accounts

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

  • Quarterly tax prep coordination support (we’ll package your books and collaborate with your CPA/tax preparer so you’re always ready)

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:

  • Budget Creation Package included

  • Monthly Financial Snapshot

  • Advisory Support: Monthly financial commentary + quarterly video walkthrough for deeper insights

  • Custom KPI tracking & reporting (by product/service, department, or location)

  • Ongoing refinement of financial systems to scale with your growth

Starting at $1,000/month

Add-Ons (Available at Any Tier):

  • A/P Management (Bill Pay): vendor entry, scheduling, and payment processing (pricing depends on volume)

  • A/R Management & Invoicing: client invoicing, payment reminders, and reporting on outstanding balances

  • Compliance & Filings: Sales tax, 1099s, payroll setup, audit/CPA support

  • Growth Tools: Budget creation package, CFO project work, KPI dashboards

  • Clean-Up & Historical Support: Catch-ups, retroactive reconciliations

What Impacts Pricing:

  • ○ Number of accounts & platforms

  • ○ Transaction volume

  • ○ Complexity of income streams

  • ○ Number of employees/contractors

  • ○ Cleanliness of current books

  • ○ Level of reporting & advisory needs