Planning that empowers us all

Bookkeeping Elevated: Books + Us

Looking for more from your bookkeeping?

We‘ve been making financial advice and consulting more accessible to business owners, non-profit leaders, and key executives and decision makers since 2022. When we started offering bookkeeping we ran into a problem that we knew we could solve. Traditionally bookkeeping involves getting your financial statements prepared, your books and ledgers kept up to date, and come tax season some adjustments from an accountant. Beyond that there’s a few PDFs swimming in a email somewhere but nothing else really coming out of it.

That’s where Books + Us comes in. We’re elevating the traditional bookkeeping relationship and adding regular advice time to make the most of your financial statements. We here at Inclusive Financial Planning believe your financial statements tell a story, but if you aren’t listening then what good are they. We work with our clients to dig deeper and ask questions that help move you towards your goals, to build understanding for your finances and make it easier for you to make the hard choices that come up. For small organizations it’s hard to have expertise in everything around you at all times, but we’re here to plug that gap with our expert advice.

Get comprehensive and timely bookkeeping, with the added support of our financial advisory team. All in one package. Chat with us today about how we can elevate your financial decision making.