SERVICES
We love learning about new businesses and thrive on finding creative solutions to meet their unique challenges. If your industry isn’t listed here, don’t worry—we’re excited to explore how we can support you. Every business has a story, and we’re here to help yours succeed.
SERVICE PACKAGES
At Dynamic Accounting, we believe bookkeeping should feel like a partnership—not a chore. Our packages are designed to deliver clarity, peace of mind, and strategic support at every stage of your business journey.
Essential Care
For businesses that need reliable, accurate bookkeeping and a strong financial foundation.
We handle your day-to-day bookkeeping so you can focus on running your business. Perfect for small businesses with straightforward needs.
Includes:
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Transaction entry and categorization
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Bank and credit card reconciliations
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Monthly financial statements (Profit & Loss, Balance Sheet)
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Secure cloud-based access with user friendly client portal
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Email support
Key Benefits:
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Accurate books without the stress
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Peace of mind knowing your finances are organized
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Time back to focus on your business
Starting at $500–$700/month
(Pricing varies based on transaction volume and complexity.)
Trusted Partner
For growing businesses that need more comprehensive support and streamlined processes.
We become an extension of your team, managing your bookkeeping and essential financial operations for smooth business management.
Includes:
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Everything in Essential Care
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Accounts payable and receivable management
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Payroll recording and compliance
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Monthly financial review meeting
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Priority email and portal support
Key Benefits:
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Improved cash flow visibility
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Streamlined operations
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Dedicated support for growth
Starting at $800–$1,200/month
(Pricing varies based on transaction volume and complexity.)
Strategic Ally
For established businesses seeking advanced insights and proactive financial guidance.
We provide full-service bookkeeping plus strategic advisory to help you plan, forecast, and grow with confidence.
Includes:
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Everything in Trusted Partner
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Cash flow forecasting
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Job costing and profitability analysis
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Quarterly strategy sessions
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Advanced reporting and KPIs
Key Benefits:
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Clarity for big-picture decisions
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Tools to manage profitability and growth
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A true financial partner for your business
Starting at $1,500+/month
(Pricing varies based on transaction volume and complexity.)
Add-On Services
Enhance any package with specialized support. Pricing: Custom quotes based on scope and complexity.
Audit Completion
Workers’ comp, unemployment, and compliance audits.
Human Resources Management
Benefits administration, Labor law compliance
Performance management and Workers’ comp management.
Software Integrations
QuickBooks Online, Gusto, Buildertrend, bill payment platforms and more.
Industries We Serve:
Construction and Contracting
From job costing to managing subcontractor payments, we help keep your financials organized and your projects profitable.
We understand the unique financial needs of construction professionals, including:
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Home Builders
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Home Remodeling Companies
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Commercial Remodelers
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General & Specialty Contractors
Real Estate
We help you stay compliant, track income and expenses, and make informed investment decisions.
Whether you're managing properties or closing deals, we provide tailored support for:
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Rental Property Owners
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Real Estate Agents
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Real Estate Brokers
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Title Agencies
Service-Based Businesses
No matter your niche, we bring the same level of care, organization, and financial clarity to help your business thrive.
We proudly serve a variety of other industries, including:
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Pest Control
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Martial Arts Studios
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Daycare Centers
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Delivery Services
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Landscaping Companies
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Professional Services (e.g., consultants, coaches, therapists)
Our Proven
3 Step Methodology:
01
Discover & Connect
We begin by getting to know you and your business—your goals, pain points, and financial landscape. This heart-centered approach ensures we understand what matters most to you and how we can best support your success.
02
Streamline & Manage
We take bookkeeping off your plate by implementing efficient systems tailored to your business. Using smart technology, optimized workflows, and proven organization strategies, we streamline your financial operations for accuracy, consistency, and ease. From transaction entry to payroll and reconciliations, we handle the details with precision and reliability—so you don’t have to.
03
Empower & Advise
With accurate, timely financial data at your fingertips, we help you make confident, strategic decisions. Whether it’s compliance, cash flow, or growth planning, we’re here as your trusted partner every step of the way.
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OUR PROCESS:
A Partnership Built on Clarity and Care.
We believe that great bookkeeping starts with understanding your business inside and out. Our onboarding process is designed to ensure a smooth transition and set the foundation for long-term success.
Start by completing our intake form to express your interest in working together. This form gathers essential information about your business and helps us determine if we’re the right fit for your needs.
Step 1: Client Intake Form
Next, we schedule a discovery call to dive deeper into your business operations, accounting structure, goals, and pain points. We’ll discuss how you receive income, pay bills, and manage payroll for employees and contractors. If you use QuickBooks Online, we’ll request access to perform a full diagnostic review.
Step 2: Discovery Call
Using the insights gathered, we create a customized proposal outlining the services that best support your business—this may include a one-time clean-up project followed by ongoing monthly bookkeeping. We also provide a clear estimate of your investment.
Step 3: Proposal & Planning
Once you approve the proposal, we’ll send a service agreement for your review and signature. After signing, you’ll receive an invitation to our secure client portal, along with a new client questionnaire and a checklist of requested documents.
Step 4: Agreement & Onboarding
We’ll schedule an onboarding call to finalize access to your financial systems and set up read-only connections to relevant accounts. You’ll be introduced to your dedicated bookkeeper and receive communication guidelines and best practices for a successful partnership.
Step 5: Kickoff & Setup
With everything in place, we begin managing your bookkeeping and related services. Tasks are organized in our project management system for transparency and efficiency. We meet with you regularly—weekly, monthly, or quarterly—to review your financials and collaborate on achieving your business goals.
Step 6: Implementation & Ongoing Support
What do you get when you hire Dynamic Accounting?
Peace of mind, more time to focus on your business, and the clarity to make smart, strategic decisions.
Thanks to our cloud-based systems and virtual collaboration tools, we proudly serve clients across all 50 states.
Whether you're in a bustling city or a quiet rural town, our remote-first approach allows us to deliver responsive, reliable, and personalized bookkeeping services—no matter where your business is located.
Where We Work
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All U.S. States & Territories
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Construction and real estate professionals nationwide
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Service-based businesses from coast to coast
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Remote-friendly teams and solo entrepreneurs
If you have internet access, we can work together!