DONE-FOR-YOU SOLUTIONS
Monthly Bookkeeping
LEAVE THE BOOKS TO US
Bookkeeping is the backbone of your business.
It’s quietly doing the heavy lifting in the background, keeping your finances organized and your numbers (and sanity) in check.
With our monthly bookkeeping services for pet care businesses, we handle the details while keeping an eye on the bigger picture. We’ll make sense of your numbers and explain what they mean in practical terms, along with the context you need to understand what they’re telling you. Whether you’re just starting out or running a multi-location pet care operation, you’ll have accurate books and a trusted partner in your corner!
Choose your level of support
Best for solo operators or new businesses.
A solid, affordable bookkeeping foundation without any extras. We’ll reconcile your bank feeds, keep your financials accurate and provide monthly reports so you stay compliant and understand your numbers.
WHAT'S INCLUDED:
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Bank feeds only (no merchant integration)
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Monthly financial reports (balance sheet and profit-and-loss)
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Meetings not included
For businesses that are starting to scale and want more insight.
Gives you room to grow! You’ll get a monthly financial report package, along with quarterly KPI snapshots and strategy calls so you can check in on your progress and make sure you’re moving in the right direction.
WHAT'S INCLUDED:
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Bank feeds only (no merchant integration)
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Quarterly KPI snapshot
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Gross profit margin
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Net profit margin
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Labor margin / payroll % of revenue (critical in pet care!)
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Revenue growth % (month-over-month or year-over-year)
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Average revenue per client/booking
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Operating expense ratio
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Quarterly meeting
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Monthly financial reports
For businesses
ready to level up their financial management.
Need deeper insights? Along with monthly KPI snapshots and custom financial reports, you’ll have direct support through monthly meetings so you can use your numbers to make smarter, faster business decisions.
WHAT'S INCLUDED:
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1 merchant platform connected
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Monthly KPI snapshot - same as previous tier, plus:
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Client retention/churn rate
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Customer acquisition cost
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Lifetime value of a client
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Break-even point
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Accounts receivable turnover/aging
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Utilization rate (how full your schedule/facility is compared to capacity)
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Debt service coverage ratio
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Monthly custom financial reports
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Monthly meeting
For established businesses that want CFO-level insights.
Ideal for multi-location or high-volume businesses. This advanced tier provides regular strategic meetings and fully customized reporting, so you always have clarity and confidence in your financial direction.
WHAT'S INCLUDED:
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Budget tracking
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Class/location tracking
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13-week cash flow view
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Up to 2 merchant platforms connected
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Advanced KPI tracking
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Monthly custom financial reports
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Monthly meeting
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Annual budget planning meeting
