Feeling overwhelmed?

Want to free up time to focus on growing your business?

We’re here to help.

Our bookkeeping services give you clear, organized, and reliable financial records—lifting the stress of financial management off your plate so you can focus your time on what matters most, growing your business. Whether you need ongoing bookkeeping, clean-up help, or support building better financial systems, Rising Wealth Financial Services provides friendly, dependable guidance tailored to your business’s needs.

How does it work?

  • Prospective clients are entitled to a free 30 minute consultation. During this consultation, we’ll see if we’re mutually a good fit.

  • After working together for a few months - and your books are set up and clean - we’ll agree on a fixed monthly rate.

  • Our rates start at $300 per month.

Our Services

    • 30 minute FREE consultation to understand your business, accounting system used, and business goals.

    • Establish or takeover QuickBooks file.

    • Organize and input any outstanding transactions.

    • Categorize all monthly transactions into QuickBooks. On-going management of QuickBooks account.

    • Provide clean and audit-ready financial documents monthly.

    • Monthly communication regarding financial status of business.

    • Service as a conduit between client and accountant.

    • Flexible, expert advice when you need it.

    • Bill pay services support 

    • Optional add-ons:

      • Bill Pay

      • Invoicing

      • Income categorization

      • Form 1099 preparation

    • Manual payroll.

    • Tax preparation or tax advice.

    • On-site bookkeeping.

    • Audits

  • While we don’t do taxes ourself, we can work with our partners to have your taxes completed.

Work With Us