Our Services
Our Services
Accounting Made Easy. Growth Made Simple.
Focus on your business. We’ll handle the books.
Bookkeeping Cleanup Projects
We help you catch up and clean up your books, no matter how far behind you are.
System Design, Setup, and Automation
Build smarter, more efficient financial systems that save you time.
Reporting & Forecasting with One-on-One Analysis
Gain clarity and make better decisions with custom reporting and forecasting.
Not Sure Which Service You Need?
Let’s chat about where your business stands and how we can help. No pressure – just honest advice.
Ongoing Monthly Bookkeeping
Let’s take the daily number-crunching off your plate. We’ll keep your books clean, up to date, and easy to understand so you always know where your business stands. You’ll get timely reports, clear insights, and a consistent partner who feels like part of your team.
What’s Included:
- Monthly reconciliations
- Monthly financial statements (P&L, Statement of Cash Flows, Balance Sheet)
- *Payroll Add-on (through QB or other service)
- *Payables Add-on (through QB)
- *Billing Add-on (through QB)
Why Monthly Bookkeeping Matters:
- Clarity on your business finances
- Freedom from daily number-crunching
- Confidence to make better decisions
- Ability to identify issues and/or opportunities in real time
How It Works:
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1
We set up your books and reporting.
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2
We manage your books each month behind the scenes.
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3
You get clear updates and insights without lifting a finger.
Bookkeeping Cleanup Projects
Behind on your books? We’re here to help you get caught up and back in control. Whether you’re months behind or never set things up properly to begin with, we’ll organize, reconcile, and structure your financials so you can move forward with clarity.
What’s Included:
- Review and clean up historical transactions
- Reconciliation of bank, credit card, and loan accounts
- Correction of errors and miscategorized entries
- Setup or optimization of your Chart of Accounts
- Organization of past financial records for easy reporting
- Clear, simple financial reports once cleanup is complete
Why Cleanup Matters:
- Know exactly where your business stands financially
- Eliminate mistakes that could impact taxes or growth
- Build a clean foundation for future bookkeeping
- Reduce stress heading into tax season or audits
- Make smarter business decisions with real numbers
- Clean books and financial statements are a real asset when seeking financing from lenders and when tax season comes around.
How It Works:
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1
You tell us how far back you want to clean things up.
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2
We review what’s there and take care of what’s missing
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3
You receive organized books and a clear path forward.
System design, Setup, Automation, and Integration
We help small businesses build smarter, more efficient financial systems that keep everything connected and running smoothly. From streamlined setups to full automation of your workflows, we design your financial infrastructure to be intuitive, scalable, and easy to manage so you spend less time on paperwork and more time growing your business.
What’s Included:
- Customized financial system setup tailored to your business
- Automation of recurring transactions and workflows
- Connection to payroll, invoicing, payments, and inventory apps
- System syncing across bank accounts, POS systems, and CRMs
- Dashboard setup for real-time financial tracking and reporting
- Ongoing support to fine-tune and adjust as your needs grow
Why Design, Setup, Automation, & Integration Matters:
- Saves hours every week by cutting down on manual data entry
- Reduces human error with smart automation
- Gives you real-time access to clean, accurate financial data
- Prepares your business to scale without extra admin work
- Provides clear reports that actually mean something
- Catches cash flow problems before they snowball
- Makes your whole business run smoother - not just your books
How It Works:
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1
We review your current tools and systems.
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2
We build a streamlined setup with automations and smart financial categories.
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3
We integrate your apps, test everything, and train you (if needed) to keep it running smoothly.
Reporting & Forecasting with One-onOne Analysis
We don’t just deliver reports, we help you understand them. With clean data and detailed forecasting, we break down your financials into insights you can actually use. Our one-on-one sessions give you the chance to walk through your numbers with an expert, turning raw data into real business strategy.
What’s Included:
- Monthly and quarterly financial reports
- Forecasting tools to predict growth and plan ahead
- Cash flow projections to avoid surprises
- Strategic planning for growth and major decisions
- Guidance on pricing, tools, and best practices
Why Reporting, Forecasting & Analysis Matters:
- Make confident, data-backed decisions
- Catch slowdowns or opportunities early
- Avoid costly mistakes before they happen
- Feel more confident as you grow your business
- Have someone in your corner who actually knows your numbers
How It Works:
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1
We turn your financial data into clear, actionable reports.
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2
We identify trends and highlight key opportunities
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3
We meet with you to map out your next steps.
Why us
Why Choose McKenney & Co. for Accounting Services
- Trust & Reliability
We deliver consistent results, every single month.
- Personalized Service
You are not just another client; you’re part of the team.
- Clarity & Control
Know exactly where your business stands at all times.
Let’s Take the Stress Out of Your Books
From messy numbers to clear insights, we’re here to help every step of the way.
Pricing & Packages
| Services | Essentials | Growth | Pro | Custom | Launch Package |
|---|---|---|---|---|---|
| Monthly ongoing bookkeeping | |||||
| Reconciliations | X | X | X | X | 3 months |
| Income/expense categorization | X | X | X | X | 3 months |
| P&L & Balance Sheet | X | X | X | X | 3 months |
| Monthly Close | X | X | X | 3 months | |
| Cash Flow Reports | X | X | X | 3 months | |
| Class/Location/Job Tracking | X | X | X | ||
| Tax Prep Coordination (CPA Liaison) | X | X | X | ||
| Accrual Support | X | X | |||
| Sales Tax Returns | X | X | |||
| Payroll & 1099 services, W-9 collection | optional | X | optional | ||
| Payables & Vendor Management | optional | X | optional | ||
| Invoicing | optional | X | optional | ||
| Cleanup Project | |||||
| 0-3 months | with 6 month commitment | X | X | Starting at $450 | NA |
| 4-6 months | with 6 month commitment | X | Starting at $750 | NA | |
| 7-12 months | with 12 month commitment | Starting at $1,000 | NA | ||
| 12+ months | Click for Quote | NA | |||
| Reporting, Forecasting & Analysis | |||||
| Estimated Tax Tracker | X | X | X | X | |
| Monthly Custom Reporting w/ Quarter 1:1 analysis | X | X | Monthly 1:1 | 3 months | |
| KPI Dashboard | X | X | X | 3 months | |
| Quarterly Pricing review | optional | X | X | 3 months | |
| Forecasting & Analysis | Semi-Annual | Quarterly | Monthly | ||
| Quarterly Estimated Payment reminders (not filings) | X | X | |||
| Strategic consulting & coaching | X | 3 months | |||
| System Design & Automation | |||||
| Chart of Accounts design | X | X | X | X | X |
| Automation of income/expense categorization | X | X | X | X | X |
| Payroll Integration | X | X | X | X | |
| Automation of Invoicing / AR | X | X | X | X | |
| Inventory management/automation | X | X | |||
| Automation of Payables | X | X | |||
| Annual Business License Renewals | optional | X | |||
| Complex Builds | X | ||||
| Start-up Services | |||||
| SBA Lender Connnection | X | X | |||
| Entity Registration Support | X | X | X | X | |
| EIN + DUNS setup | X | X | X | X | |
| Price Range | Starting at $250 per month | Starting at $400 per month | Starting at $650 per month | Click for Quote | $1,200 - $2,000 flat fee* (option to include financing) |
| Best for: | Freelancers or sole proprietorships | Small service/retail businesses & professionals | Small established & scaling service/retail businesses or established professionals | Established businesses or multi-entity firms | Entrepreneurs starting a new business |
| Get Started | Sign Up | Sign Up | Sign Up | Sign Up | Sign Up |
904-495-7711
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Your Finances Deserve Expert Care
Let’s simplify your bookkeeping so you can focus on what you do best which is growing your business.