Whether you’re behind on your books, tired of keeping up with them yourself, or trying to make a decision about your business, you can start with the help you need now. Stickru will work with you directly to build a package around your business.

Packages

Monthly Bookkeeping

You want your books kept up to date each month.

We organize your income and expenses, check that your books match your bank and credit card statements, and prepare reports so you can see what you earned, what you spent, and whether your business made a profit.

Accounting and Advisory Support

You have the numbers and want help figuring out what they mean.

We’ll walk through your financial reports with you and help you answer practical questions. Why did expenses go up? Are you charging enough for a service? Can the business afford another hire? We’ll use your actual numbers to work through the decision.

Financial Management

You want someone to manage the day-to-day flow of money and help you plan ahead.

We take on the financial work that keeps your business running. We send customer invoices, track incoming payments, follow up on overdue balances, and schedule and pay bills within the limits we agree on with you.

We also help you make decisions an in-house finance lead would handle. We forecast how much cash you’ll have on hand, review how the business is performing, and help you decide when you can afford to hire, buy equipment, or take on other expenses. You’ll know what’s coming in, what’s going out, and which decisions need your attention.

Add-On Services

Some of these services are included in certain packages. If you need help in a specific area, we can discuss adding it to your package.

Bookkeeping Catch-up

You have months of business activity that still need to be entered.

We’ll work from your bank and credit card statements and other available records to fill in the missing months. Once those months are complete, you’ll have reports for the period and a current set of books to work from going forward.

Bookkeeping Cleanup

You’ve been keeping books, but something looks off.

If sales are counted twice, expenses are in the wrong categories, or balances don’t match your statements, we’ll review the work already entered and correct the records. This can help you get a clearer picture of past performance and give you a reliable starting point for ongoing bookkeeping.

Accounts Receivable / Payable Support

You want to know who owes you money and which bills you need to pay.

We can help you track unpaid customer invoices, spot overdue payments, and organize bills by due date. You’ll have a clearer view of what you expect to collect and what’s coming due.

Payroll & 1099 Support

You want your payroll and contractor payment records organized.

We can help record payroll in your books, organize contractor payment records, and pull together payment totals for year-end 1099 reporting. We’ll agree on which tasks you’d like us to handle based on how you currently pay employees and contractors.

Budget / Cash Flow Plan

You want to plan your spending and see when cash might get tight.

A budget lays out what you expect to earn and spend. A cash flow plan shows when money is likely to come in and when it needs to go out. We can help you build one or both so you can plan for slow months, big bills, or uneven customer payments.

Profitability or Decision Analysis

You want to run the numbers on a specific question.

We can help you see how much is left after the costs of a job or service, estimate what a price change could do to your profit, or compare the costs of a decision like buying equipment. We’ll use the numbers to see which costs matter most and what would need to happen for the decision to pay off.

CRM Setup / Improvement / Management

You want a better way to track leads, customers, and follow-ups.

A CRM is a tool that keeps customer details and conversations in one place. We can set one up, improve the one you already use, or help keep it organized over time. You’ll be able to see who reached out, which quotes are still open, and who needs a follow-up.

Tell Us About Your Business

Tell us what you’re working on and where you could use help. We’ll ask a few questions, suggest the services that fit, and give you a quote that explains what’s included and what it will cost before you decide.

Can you help me get ready to file taxes?

Yes. If you’re behind on bookkeeping or unsure whether your records are accurate, we can catch up on missing months, correct errors, and prepare the financial reports your tax preparer needs. We don’t prepare or file tax returns yet, but we can refer you to a tax preparer if you need one in the meantime.