Services

Accounting support for businesses that need cleaner numbers.

Eight Leaf Financial Services helps small and mid-size businesses, owner-operators, and high-value individual clients clean up financial records, manage monthly books, prepare taxes, and understand what the numbers are saying.

We focus on practical accounting work that prevents surprises: reconciled accounts, cleaner QuickBooks or Xero files, tax-ready books, payroll support, and financial reports that are actually useful.

Core services

These are the main services offered. Pricing shown is a placeholder range and may change based on transaction volume, complexity, cleanup needs, payroll size, and reporting requirements.

Catch-Up Bookkeeping

For businesses that are several months—or years—behind.

  • Backlogged transaction review
  • Prior-period reconciliation support
  • Expense and income classification
  • Cleanup notes for owner or tax preparer
$300–$2,500+ depending on months behind

Payroll Support

For businesses that need cleaner payroll records and support around processing.

  • Payroll system setup support
  • Payroll review and reconciliation
  • Employee earnings and deduction review
  • Coordination with platforms like Gusto or OnPay
Starting at $100–$300/month plus per-employee complexity

Financial Reporting

For owners who want reports that explain what changed, not just spreadsheets.

  • Profit & loss review
  • Balance sheet review
  • Cash flow insight
  • Budget-to-actual review
  • Plain-English owner summaries
$200–$600/month standalone or bookkeeping add-on

Tax Preparation

For individuals, owner-operators, and small businesses that need organized filing support.

  • Individual tax returns
  • Small business tax returns (1120s, 1065, etc.)
  • 1099 and W-2 reporting support
  • Pre-Tax Season bookkeeping review
$125+ individual $250+ business
Pricing note: These are starting ranges. Final pricing depends on the number of accounts, transaction volume, cleanup condition, payroll size, tax complexity, and reporting requirements.
How we work

We start by finding where the numbers stopped making sense.

The goal is not to make random adjustments. The goal is to trace the issue, clean it up, and leave the business with a process that is easier to maintain.

Initial review

We review the file, accounts, reports, bank balances, and obvious problem areas to understand the scope.

Prioritize the cleanup

We identify what needs attention first: reconciliations, duplicates, old balances, payroll, A/R, A/P, or tax alignment.

Correct and document

We clean the file carefully and provide a practical explanation of what changed and why it mattered.

Build the monthly rhythm

After cleanup, we help create an ongoing bookkeeping and reporting process so the same problems do not return.

Who we serve

Eight Leaf is designed for clients who need reliable accounting support without adding a full-time finance department.

Small and mid-size businesses

Ideal for companies that need clean monthly books, tax-ready records, payroll support, and better visibility into cash flow.

  • Service businesses
  • E-commerce businesses
  • Contractors and trades
  • Product-based businesses
  • Growing owner-operated companies

Individual clients

For clients with more complex tax and financial records who need organization, documentation, and a clearer year-end picture.

  • Multiple income sources
  • Self-employment or side business activity
  • Rental or investment-related income (Dividends, Trading Profits, Crypto)
  • Tax document organization
  • Recurring financial review support

Not sure which service fits?

Send a quick note describing what feels off: books behind, bank not matching, payroll confusion, tax filing concerns, or reports that do not help you make decisions.

Request a service review