Bookkeeping Services
Weekly bookkeeping, proactive tax planning, and a team that actually picks up the phone.
Does this sound familiar?
What we do for you
We aren't three different providers. We're one team that knows your business and brings your bookkeeping, tax strategy, and financial reporting together so your decisions are backed by reliable data.
How it works
VentumFi is right for you if...
Your business is growing faster than your finances.
Revenue is increasing, but reporting, cash flow, and financial processes haven't kept pace.
You're making money, but don't know where it's going
You work hard and sales are coming in, yet you're unsure how much you're actually keeping.
You're tired of making decisions without reliable numbers.
Without accurate financials, every hiring, pricing, and growth decision feels like a guess.
You need a financial team, not just an accountant.
A team that helps you understand your business, answers your questions, and helps you plan ahead—not just file taxes.
What's included?
Dedicated bookkeeper
Weekly income and expense categorization
Monthly reconciliations
Year-end financial statements for your CPA
Cash-basis accounting
Up to 500 transactions per month
Essential
Most Popular
Starting at
$399/month
For growing businesses that need structured bookkeeping and deeper financial insights.
What's included?
Everything in Starter
Cash- or accrual-basis accounting
Direct QuickBooks integration
Monthly financial statements
Weekly reconciliations
Basic management reporting
Enterprise
Starting at
$699/month
For businesses that need comprehensive financial operations support.
What's included?
Everything in Essential
Project-based cost allocation
A/R and A/P management
Inventory management
Advanced reporting
Proactive tax planning support
"Before VentumFi, I was managing our books myself and never felt confident they were right. Now the team gives me back about five hours a month, handles even one-off requests quickly, and lets me trust our numbers completely."
Sidney Jo Graybill, M.B.A.
Founder & CEO
Dual Drinks — Orlando, FL
I already have an accountant. Why do I need VentumFi?
If your accountant responds when you need them, explains your numbers every month, and supports you in making financial decisions — stay with them. But if they only show up in April and you're on your own the rest of the year, the difference with VentumFi is that we are here year-round. We don't just do your books — we use them to help you make better decisions.
Isn't monthly bookkeeping too expensive?
The real question is how much it costs you not to have a clear picture of your finances. Blind decisions, tax errors, IRS penalties, and missed opportunities. The cost of operating without financial structure can far exceed the cost of putting the right systems in place.
My company is a holding company or asset-based business with very few transactions. Do I still need bookkeeping?
If your company has any activity, no matter how minimal, it still needs accurate, up-to-date financial records for tax compliance. The Starter plan is designed exactly for that: businesses with straightforward operations that need reliable bookkeeping without overpaying.
Can I hire VentumFi for tax preparation only?
However, we generally recommend year-round bookkeeping because tax preparation is much easier—and often less expensive—when your books are already in order.
What happens if I have backlogged books?
We assess the backlog, provide a clear plan, and get your books up to date before moving forward with monthly bookkeeping.
What software do you use?
We use QuickBooks Online as our primary accounting platform. If not, we'll set it up for you.
Do you provide service in Spanish?
Yes. Our team works in both Spanish and English. We communicate with you in whichever language you prefer, ensuring nothing gets lost in translation.
contact@ventumfi.com
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