Learn about our Bookkeeping Services based in Indiana
We start with a free consultation to review your current bookkeeping system (or lack thereof), assess your transaction volume, and determine your specific reporting needs.
If your books have fallen behind, don’t panic. There is zero judgment here. We will diligently untangle past transactions, reconcile old accounts, and bring your books entirely up to date.
Step 3:
Monthly Bookkeeping Maintenance
Once your books are pristine, we transition into a seamless monthly rhythm. You focus on running your business, and we deliver perfectly balanced books and financial reports to your inbox every single month.
Stop Letting Your Bookkeeping Hold Your Business Back
Are you spending your weekends buried in receipts, agonizing over bank statements, or worrying that your numbers aren’t accurate?
At SZ Accounting, we know that clean, up-to-date financial records are the lifeblood of a successful business. Our professional bookkeeping services take the burden of data entry and reconciliation off your plate. With our team handling the day-to-day numbers, you gain back the time you need to serve your clients, run your operations, and scale your business with confidence.
Transparent, Reliable Bookkeeping
Every business is unique, which is why we scale our bookkeeping services to fit your transaction volume and complexity. Our foundational monthly service includes everything you need to keep your finances organized and tax-ready:
Monthly Categorization & Reconciliations: We ensure every transaction is accurately categorized and your accounts are perfectly balanced with your bank and credit card statements. Say goodbye to missing expenses.
Clear Financial Reporting: Receive accurate, easy-to-read Profit & Loss (Income) Statements and Balance Sheets every month so you always know exactly where your business stands financially.
Chart of Accounts Setup & Cleanup: Starting fresh or dealing with years of messy data? We will build or restructure your Chart of Accounts to perfectly align with your industry and tax reporting needs.
Bookkeeping Services in Indiana
Turn Messy Books Into Clear Financial Insight. If your books are behind, disorganized, or just plain confusing, you’re not alone. At SZ Accounting, we take the stress out of bookkeeping by turning your financial data into clean, accurate, and easy-to-understand reports. No judgment, no overwhelm, just clarity and control. With CPA oversight, you can trust your numbers are not only organized but also aligned with tax strategy and compliance.
Bookkeeping Packages (Starting Rates)
All packages are starting rates. We evaluate your needs and tailor the scope after consultation.
| Package | Setup Fee | Monthly Rate | Key Features |
|---|---|---|---|
| Core Compliance and Reporting | $1000 | Starting at $1500 | Chart of accounts setup • Monthly bookkeeping (up to 3 accounts) • Payroll setup & quarterly filings • Basic financial reports • Year-end review |
| Strategic Controller Package Most Popular |
$1500 | Starting at $2500 | Everything in Essential • Budgeting & cash flow forecasting • Quarterly strategy sessions • Tax planning & estimated taxes • QB/Drake training |
| CFO Advisory & Profit Strategy | $2000 | Starting at $3000 | Full accounting & payroll • Funding readiness review • Profit maximization advisory • Compliance preparation • Quarterly CEO KPI dashboard |
| Professional Development & Coaching | — | Contact for pricing | CPA exam candidate coaching and preparation, Workshops for schools, colleges, nonprofits, and employers. Tailored content, format, and materials. |
