Bookkeeping Advisors

What Bookkeeping Advisors does

Bookkeeping Advisors, Inc. is a private financial services firm headquartered in Overland Park, Kansas, operating as a division of S&S Financial Services, LLC since its establishment in January 2007. The firm delivers outsourced bookkeeping, fractional CFO services, and QuickBooks implementation and training to small business owners in the United States, with documented service to the Midwest region and remote web-based delivery capability that decouples engagement from physical location. Core bookkeeping offerings cover accounts payable, accounts receivable, general ledger maintenance, payroll posting, monthly closings, reconciliations, financial reporting, budgeting, and cash flow management, with explicit coordination to client CPAs for tax-time data transfer.

The firm's service architecture is human-delivered and credential-based, staffed by Intuit-certified and Advanced-certified QuickBooks Pro Advisors who provide both ongoing monthly engagements and project-based work. Pricing is publicly disclosed: Outsourced Bookkeeping Services run $300 to $3,500 per month depending on transaction volume and complexity; CFO Services run $150 to $1,000 per month based on organization size and complexity; QuickBooks Set-Up and Training is billed at $120 per hour and includes 30 days of post-training telephone and email support. Services are delivered remotely using standard web-based technology, with secure document upload and toll-free fax channels for client data exchange.

The go-to-market motion is sales-led and referral-driven, anchored by complimentary telephone consultations that precede engagement, direct inquiries through the firm website, and word-of-mouth from existing clients. The firm does not disclose revenue, headcount, or client counts; firmographic data indicates a headcount in the 11-50 range. No app, API, integrations, AI/ML capabilities, funding history, M&A activity, or leadership changes are documented in the available data, consistent with a mature, locally-rooted small services practice rather than a venture-backed growth company.

Name

Bookkeeping Advisors

Legal name

Bookkeeping Advisors, Inc.

Website

https://bookkeepingadvisors.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Bookkeeping Advisors, Inc., a division of S&S Financial Services, LLC, delivers outsourced bookkeeping, fractional CFO, and QuickBooks setup and training services to small business owners in the United States, operating remotely via web-based technology since January 2007.

Ownership category

akta.pro rank

Product category

Bookkeeping & Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Finance Services (6199)

akta.pro industry

PRIMARYBPAHABAC

Accounting & Bookkeeping Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPACAIAH

Expense Management & Reimbursements Administration

Business & Public Services/HR, Staffing & Recruitment Services/Payroll Services & Workforce Administration

Keywords

• Outsourced bookkeeping
• CFO services
• QuickBooks training
• Small business accounting
• Bookkeeping services

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Outsourced Bookkeeping Services: Monthly retainer service handling accounts payable, accounts receivable, general ledger, payroll posting, monthly closing, reconciliations, reporting, budgeting and cash flow. Delivered remotely via web-based technology with coordination to client CPA.
2. CFO Services: Outsourced higher-level bookkeeping and accounting functions while keeping bookkeeping in-house. Includes training/supervising client bookkeeping personnel, performing reconciliations, posting journal entries, pulling financials, budgeting and cash flow work, and acting as CPA liaison.
3. QuickBooks Set-Up and Training: QuickBooks file setup, office staff training, data file clean-up, and conversions from other bookkeeping software. Includes 30-days unlimited telephone and email support after training session.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Bookkeeping Advisors delivers remote outsourced bookkeeping, outsourced CFO-level accounting oversight, and QuickBooks software setup and training to small business owners. Services cover accounts payable, accounts receivable, general ledger, payroll posting, monthly closing, reconciliations, reporting, budgeting, and cash flow, with coordination to the client's CPA for tax-time hand-off. Pricing is structured as monthly subscriptions for ongoing bookkeeping and CFO work and hourly billing for QuickBooks training.

Product overview

Bookkeeping Advisors is a service-based firm offering three interconnected bookkeeping service lines: Outsourced Bookkeeping Services (full-cycle bookkeeping delivered remotely for $300–$3,500/month), CFO Services (higher-level accounting oversight and staff supervision for $150–$1,000/month), and QuickBooks Set-Up and Training (implemented by certified Pro Advisors at $120/hour). The firm leverages web-based technology and coordinates with client CPAs to deliver integrated financial management, positioning itself as a single source for small business bookkeeping needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Bookkeeping Services Full-cycle remote bookkeeping for small business owners, handling accounts payable, accounts receivable, general ledger, payroll posting, monthly closing, reconciliations, reporting, budgeting, and cash flow management, with coordination to the client's CPA for tax-time data transfer.
• CFO Services Outsourced higher-level accounting and financial oversight for clients that keep day-to-day bookkeeping in-house, including training and supervising internal bookkeeping personnel, performing reconciliations, posting month-end and year-end journal entries, pulling financials, working with owners on budgeting and cash flow, and acting as CPA liaison at tax time.
• QuickBooks Set-Up and Training QuickBooks file setup, office staff training, data file clean-up, and conversions from other bookkeeping software, delivered by Intuit certified, Advanced certified QuickBooks Pro Advisors, with 30 days of unlimited telephone and email support after each training session.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• S&S Financial Services, LLCcoreOthersBookkeeping Advisors operates as a division of S&S Financial Services, LLC. This is the parent company relationship under which the bookkeeping services are provided.

Scale indicators1 record

Recent moves4 records

Direct peers

• Bench: Bench is a direct competitor offering outsourced bookkeeping for small businesses with a subscription-based model and dedicated bookkeepers — the same core offering Bookkeeping Advisors sells. Both serve SMB owners who want their books handled externally and combine technology with human bookkeepers.
• inDinero: inDinero offers outsourced bookkeeping, controller, and CFO services for small businesses and startups on a subscription basis. Its service mix (bookkeeping + higher-level accounting oversight) directly parallels Bookkeeping Advisors' Outsourced Bookkeeping and CFO Services offerings.
• Pilot: Pilot provides outsourced bookkeeping, accounting, and CFO-level services to startups and SMBs on a monthly subscription. It overlaps directly with Bookkeeping Advisors' outsourced bookkeeping and CFO service lines and competes for the same target buyer persona.
• QuickBooks Live (Intuit): Intuit's own QuickBooks Live is an Intuit-certified bookkeeper service bundled into the QuickBooks ecosystem. It directly competes with Bookkeeping Advisors on the same Intuit-certified bookkeeping proposition and threatens the firm's QuickBooks Training and Setup line as Intuit increasingly handles setup and ongoing bookkeeping in-house.
• AccountingDepartment.com: AccountingDepartment.com provides full-service outsourced bookkeeping, controller, and CFO solutions for SMBs using cloud-based platforms. It directly overlaps with Bookkeeping Advisors on monthly recurring outsourced bookkeeping and higher-level CFO services.
• Ignite Spot Accounting: Ignite Spot is an outsourced bookkeeping and accounting firm serving SMBs with monthly bookkeeping packages, controller services, and QuickBooks expertise. It is directly comparable to Bookkeeping Advisors across its outsourced bookkeeping and QuickBooks-adjacent service lines.
• 1800Accountant: 1800Accountant is a national outsourced accounting firm providing bookkeeping, tax, and advisory services to SMBs. It competes with Bookkeeping Advisors in the same outsourced bookkeeping-for-small-businesses category with a broader geographic and marketing footprint.

Emerging players

• FinOptimal: FinOptimal delivers outsourced bookkeeping and controller services through cloud accounting platforms with a tech-enabled delivery model. It targets the same SMB bookkeeping segment as Bookkeeping Advisors, with a more automation-heavy approach.
• Botkeeper: Botkeeper combines AI-driven bookkeeping automation with human oversight for accounting firms and SMBs. It targets the same outsourced bookkeeping workflow as Bookkeeping Advisors and represents an automation-driven competitive threat to manual bookkeeper services.
• Wave Financial: Wave (owned by H&R Block) provides low-cost accounting software plus optional bookkeeping services for very small businesses and freelancers. It competes at the lower end of Bookkeeping Advisors' market by offering a self-service alternative that may erode demand from the smallest, lowest-priced clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bookkeeping-advisors

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bookkeeping Advisors