Welcome to F.I.R.M. Solutions

Bookkeeping Services

Our Services/Monthly Service Delivery

At F.I.R.M. Solutions Bookkeeping Services near Spartanburg, SC we bring control to your finances and confidence to your bottom line.


Our monthly bookkeeping services are designed to organize your books, ease your stress, and free you up to focus on what you do best—growing your business. Every service we offer can also be customized or provided à la carte, giving you a tailored bookkeeping solution that fits your unique needs.

Bank & Credit Card Feed Management

We securely import and review your financial transactions, ensuring they’re categorized and recorded properly for real-time financial insight.

Payroll Processing*

We manage any 3rd party payroll feeds, payroll entries and journal postings, ensuring your taxes and team are paid correctly and on time, and your records stay compliant.

Accounts Receivable A/R*

We track and record incoming payments, follow up on outstanding invoices, and help keep your cash flow predictable and healthy.

Accounts Payable A/P*

We manage your outgoing bills, ensure vendors are paid on time, and maintain accurate expense records.

Undeposited Funds & Deposits

We reconcile undeposited funds, match payments to the correct accounts, and confirm all deposits are accurately recorded.

Uncategorized Transactions Review

We identify, research, and properly categorize any unknown or uncategorized transactions to keep your books clean and complete.

Monthly Account Reconciliations

We reconcile your bank, credit card, and loan accounts each month to ensure your books match your actual balances—catching errors before they become problems.

Financial Statements & Reporting

Receive clear, easy-to-read monthly financial reports, including your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement—plus a review to help you understand your business performance.

Chart of Accounts Creation & Optimization

We create a customized chart of accounts tailored to your industry and business needs—laying the foundation for accurate, efficient bookkeeping from day one. We also review and optimize existing account structures to eliminate redundancies, simplify categorization, and improve financial reporting clarity—so you always know where your money is going and why.

Sales Tax Tracking & Filing Prep*

We track taxable sales, calculate liability, and prepare your records for smooth and accurate sales tax filing.

Small Call to Action Headline

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We’ll set up your QuickBooks Online account correctly from day one.

✅ Includes a 30-day free trial

✅ Plus, get 30% off your QuickBooks Online plan for 12 months!

Small Call to Action Headline

Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae. here

*If added as an additional service request

Additional Service Options

At F.I.R.M. Solutions Bookkeeping Services, we simplify your finances and strengthen your bottom line.

Explore our add-on services—designed to bring even more structure to your books and peace of mind to your business—so you can focus on scaling with confidence.

🔍 Budgeting & Forecasting Support

We help you build and maintain customized budgets and revenue forecasts that align with your goals. Track progress against your plan, prepare for slow seasons, and make smarter spending decisions with financial clarity.

💡 Advisory Sessions or Financial Check-Ins

Each quarter (or month), we offer optional 30-minute review calls to go over your financial reports, answer questions, and provide insights. It’s not just about the numbers—it’s about helping you grow confidently with a partner by your side.

🛡 Audit Support & Documentation Prep

If you're selected for an audit, we help gather your books, reports, and supporting documentation quickly and accurately, so you're fully prepared to respond and stay compliant.

✅ 1099 Tracking & Year-End Vendor Filing

We track eligible vendors throughout the year and prepare accurate 1099 summaries at year-end, keeping you compliant with IRS requirements and saving time during tax season.

🔄 App Integrations & Workflow Automation Setup

We help integrate your bookkeeping system with apps like Square, Stripe, Gusto, or inventory software to streamline operations and eliminate manual data entry errors.

🧩QuickBooks Online Setup Service

We will setup your QBO account for you which includes your Chart of Accounts, invoicing/billing/bill payment automation and more so you can do your own monthly bookkeeping if you so choose.

Frequently Asked Questions

What types of businesses do you work with?

We work with small businesses across a wide range of industries—especially those who need reliable financial management without hiring a full-time bookkeeper. Whether you're in real estate, catering, personal services, or consulting, we've got you covered

I'm behind on my books. Can you still help me?

Absolutely. Whether you're months or years behind, we offer non-judgmental clean-up and catch-up services to bring clarity and order to your financials—fast.

Do you offer one-time services or only monthly plans?

We do both! You can choose from ongoing monthly support or select from a la carte services like financial reviews, payroll setup, or year-end preparation.

What bookkeeping software do you use?

We use Online which is very versatile allowing us to integrate data from a number of other bookkeeping and payroll software platforms seamlessly. If you're new to QuickBooks, we'll help with setup, and you'll receive a 30-day free trial plus off your QBO subscription for the first 12 months

How much do your services cost?

Our flat-rate, value-based pricing starts as low as $300/month and scales up from there depending on the complexity of your needs. We do not charge an hourly rate for our monthly services as we've found that is not in the best interest of our clients. We'll give you a customized quote after your free consultation that includes only the services you need to be successful.

What's included in your monthly bookkeeping services?

Monthly services typically include:

• Bank & credit card reconciliations

• Transaction categorization

• Accounts payable/receivable for an additional fee

• Monthly financial statements

• Ongoing support and insights using basic monthly reporting

Add-ons like payroll, sales tax, and year-end prep are available too on a monthly basis for an additional fee.

Do you offer year-end or tax prep services?

While we don't file taxes, we'll make sure your books are clean, current, and organized—making it easy to hand off to your CPA or tax preparer.

Can you help me understand my financial reports?

Yes! We walk through your reports with you monthly after each month-end reconciliation and explain what your numbers mean— and share any insights of success or opportunities for improvement so you can make confident business decisions with real data.

What makes F.I.R.M. Solutions Bookkeeping different?

We're client-centered, approachable, and focused on your success. Our mission is to empower you with balance, growth, freedom and profitability—we bring a heart posture of commitment to the success of your business, not just transactional features and numbers.

How do I get started?

Click "Schedule a Consultation" and pick a time that works for you! We'll get to know you, your needs and your business and recommend the best suited service package for your goals.

Bank & Credit Card Feed Management

We securely import and review your financial transactions, ensuring they’re categorized and recorded properly for real-time financial insight.

Payroll Processing*

We manage any 3rd party payroll feeds, payroll entries and journal postings, ensuring your taxes and team are paid correctly and on time, and your records stay compliant.

Accounts Receivable A/R*

We track and record incoming payments, follow up on outstanding invoices, and help keep your cash flow predictable and healthy.

Accounts Payable A/P*

We manage your outgoing bills, ensure vendors are paid on time, and maintain accurate expense records.

Undeposited Funds & Deposits

We reconcile undeposited funds, match payments to the correct accounts, and confirm all deposits are accurately recorded.

Uncategorized Transactions Review

We identify, research, and properly categorize any unknown or uncategorized transactions to keep your books clean and complete.

Monthly Account Reconciliations

We reconcile your bank, credit card, and loan accounts each month to ensure your books match your actual balances—catching errors before they become problems.

Financial Statements & Reporting

Receive clear, easy-to-read monthly financial reports, including your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement—plus a review to help you understand your business performance.

Chart of Accounts Creation & Optimization

We create a customized chart of accounts tailored to your industry and business needs—laying the foundation for accurate, efficient bookkeeping from day one. We also review and optimize existing account structures to eliminate redundancies, simplify categorization, and improve financial reporting clarity—so you always know where your money is going and why.

Sales Tax Tracking & Filing Prep*

We track taxable sales, calculate liability, and prepare your records for smooth and accurate sales tax filing.

Small Call to Action Headline

Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae. here

Small Call to Action Headline

Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae. here

Small Call to Action Headline

We’ll set up your QuickBooks Online account correctly from day one.

✅ Includes a 30-day free trial

✅ Plus, get 30% off your QuickBooks Online plan for 12 months!

Small Call to Action Headline

Your Paragraph text goes Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae. here

*If added as an additional service request

Additional Service Options

At F.I.R.M. Solutions Bookkeeping Services, we simplify your finances and strengthen your bottom line.

Explore our add-on services—designed to bring even more structure to your books and peace of mind to your business—so you can focus on scaling with confidence.

🔍 Budgeting & Forecasting Support

We help you build and maintain customized budgets and revenue forecasts that align with your goals. Track progress against your plan, prepare for slow seasons, and make smarter spending decisions with financial clarity.

💡 Advisory Sessions or Financial Check-Ins

Each quarter (or month), we offer optional 30-minute review calls to go over your financial reports, answer questions, and provide insights. It’s not just about the numbers—it’s about helping you grow confidently with a partner by your side.

🛡 Audit Support & Documentation Prep

If you're selected for an audit, we help gather your books, reports, and supporting documentation quickly and accurately, so you're fully prepared to respond and stay compliant.

✅ 1099 Tracking & Year-End Vendor Filing

We track eligible vendors throughout the year and prepare accurate 1099 summaries at year-end, keeping you compliant with IRS requirements and saving time during tax season.

🔄 App Integrations & Workflow Automation Setup

We help integrate your bookkeeping system with apps like Square, Stripe, Gusto, or inventory software to streamline operations and eliminate manual data entry errors.

🧩QuickBooks Online Setup Service

We will setup your QBO account for you which includes your Chart of Accounts, invoicing/billing/bill payment automation and more so you can do your own monthly bookkeeping if you so choose.

Frequently Asked Questions

What types of businesses do you work with?

We work with small businesses across a wide range of industries—especially those who need reliable financial management without hiring a full-time bookkeeper. Whether you're in real estate, catering, personal services, or consulting, we've got you covered

I'm behind on my books. Can you still help me?

Absolutely. Whether you're months or years behind, we offer non-judgmental clean-up and catch-up services to bring clarity and order to your financials—fast.

Do you offer one-time services or only monthly plans?

We do both! You can choose from ongoing monthly support or select from a la carte services like financial reviews, payroll setup, or year-end preparation.

What bookkeeping software do you use?

We use Online which is very versatile allowing us to integrate data from a number of other bookkeeping and payroll software platforms seamlessly. If you're new to QuickBooks, we'll help with setup, and you'll receive a 30-day free trial plus off your QBO subscription for the first 12 months

How much do your services cost?

Our flat-rate, value-based pricing starts as low as $300/month and scales up from there depending on the complexity of your needs. We do not charge an hourly rate for our monthly services as we've found that is not in the best interest of our clients. We'll give you a customized quote after your free consultation that includes only the services you need to be successful.

What's included in your monthly bookkeeping services?

Monthly services typically include:

• Bank & credit card reconciliations

• Transaction categorization

• Accounts payable/receivable for an additional fee

• Monthly financial statements

• Ongoing support and insights using basic monthly reporting

Add-ons like payroll, sales tax, and year-end prep are available too on a monthly basis for an additional fee.

Do you offer year-end or tax prep services?

While we don't file taxes, we'll make sure your books are clean, current, and organized—making it easy to hand off to your CPA or tax preparer.

Can you help me understand my financial reports?

Yes! We walk through your reports with you monthly after each month-end reconciliation and explain what your numbers mean— and share any insights of success or opportunities for improvement so you can make confident business decisions with real data.

What makes F.I.R.M. Solutions Bookkeeping different?

We're client-centered, approachable, and focused on your success. Our mission is to empower you with balance, growth, freedom and profitability—we bring a heart posture of commitment to the success of your business, not just transactional features and numbers.

How do I get started?

Click "Schedule a Consultation" and pick a time that works for you! We'll get to know you, your needs and your business and recommend the best suited service package for your goals.

Your trusted partner in bookkeeping, helping businesses stay organized, efficient, and financially empowered. Contact us today to simplify your financial management.

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