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Bookkeeping support that helps you stay organized and focused on the business.

Running a business is already a full-time job. We keep your books current and reporting clear with a steady process and a responsive team.

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You run the business. We help keep the books current.

Many business owners are trying to do too much at once. It is common to feel behind on bookkeeping, uncertain about reporting, or frustrated by the time it takes to keep everything organized. Cetera Planning Partners (CPP) helps take that weight off your plate with accurate records, consistent reporting, and year-end readiness.

Practical coverage across the areas that create the most friction.

Bookkeeping needs vary by business. Depending on your needs, bookkeeping support may include:

Accurate double-entry bookkeeping 

Accurate double-entry bookkeeping

Keep records organized and consistent so reporting is more reliable.  

Bank reconciliations 

Bank reconciliations

Recurring reconciliations to help keep accounts balanced and clean.  

Financial statement reviews 

Financial statement reviews

Periodic reviews to help catch discrepancies and address issues earlier.

Vendor invoice tracking 

Vendor invoice tracking

Support for tracking invoices and payment status so fewer items fall through the cracks.

Credit card reconciliations 

Credit card reconciliations

Monthly alignment between statements and what is recorded in your books.

Profit and loss statements 

Profit and loss statements

Clear reporting that helps you understand performance over time.

Sales tax support 

Sales tax support

Help staying organized for filings and payments when applicable.

General ledger maintenance 

General ledger maintenance

Keep records updated so the financial picture stays usable.

Year-end readiness 

Year-end readiness

Organize and prepare records so year-end and tax work can move forward more smoothly.

We define a clear scope first, then quote.

Bookkeeping is not one-size-fits-all. Pricing typically depends on transaction volume, number of accounts, how current your books are, and how often you want reporting. A short consult helps confirm fit and the appropriate level of support, then we can provide a clear quote.

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We define a clear scope first, then quote.

Your bookkeeping questions, answered.

If you are considering outsourced bookkeeping, you probably have some lingering questions. We’ve compiled a few of the questions we hear most often about what to expect from our Bookkeeping Support Services and how we typically work.

Cetera Planning Partners supports a range of business types and sizes. The best way to confirm fit is a short consult to understand what you need, what system you are using today, and what level of reporting you want.

Support may include reconciliations, transaction categorization, reporting, and organization of financial records. Scope depends on your business needs and how you want to use your books throughout the year.

Accuracy is supported through consistent processes, recurring reconciliations, and review steps designed to catch issues earlier. Your team may also clarify questions as they arise, rather than waiting until year-end.

In most cases, yes. Access depends on the systems in use, but the goal is transparency and visibility so you can review information when needed.

Fees are typically scoped based on your needs and the complexity of the work. A quote is provided after a short consult, and expectations are outlined clearly so you know what support includes.

Start by requesting a quote. A member of the bookkeeping team will ask a few questions to understand your current setup and what you want help with. If it appears to be a fit, you will receive next steps and a proposed scope.