Explore Our Services

What We Offer

  • Starting at $300/month

    For solo entrepreneurs and businesses just getting off the ground. We handle the essentials so your books stay clean from day one.

    • Monthly transaction categorization

    • Bank and credit card reconciliation

    • Monthly profit & loss statement

    • Up to 1 business account

    Best for: Freelancers, consultants, and new businesses with low transaction volume

  • Starting at $500/month

    For small businesses with more moving parts — multiple accounts, regular vendor payments, and a need for deeper financial visibility.

    • Everything in Starter Bookkeeping

    • Accounts payable & receivable tracking

    • Monthly P&L and balance sheet

    • Up to 3 business accounts

    • Quarterly check-in call to review your numbers

    Best for: Established small businesses with employees, contractors, or growing transaction volume

  • Starting at $800/month

    For businesses that want bookkeeping, payroll, and financial reporting handled completely — so you can focus on running the business, not the back office.

    • Everything in Growth Bookkeeping

    • Payroll processing and filings

    • Monthly cash flow report

    • Unlimited business accounts

    • Monthly check-in call

    • Priority email/phone support

    Best for: Businesses with employees or contractors requiring regular payroll, and owners who want a true financial partner

  • Let's Talk - Custom doesn’t always mean more expensive.

    Every business is different — and some need something the tiers above don't cover. Multiple entities, complex job costing, tax preparation bundled in, industry-specific reporting, or a combination of bookkeeping and cybersecurity compliance support.

    • Tailored scope based on your specific needs

    • Built around your industry, complexity, and goals

    • Bundled pricing available for bookkeeping + cyber compliance

    [Schedule a Free Consultation to Build Your Custom Plan]

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

Our Process

Plan with Purpose

Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.

Collaborate Openly

You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.

Adaptable Process

Every project is different. We stay flexible and responsive to make sure the process fits your flow.

Built on Trust

When we deliver, it’s not just a finished product—it’s a solution you can trust, backed by real care and effort.

Why Us?

Running a small business means you're already wearing enough hats — bookkeeping shouldn't be one of the ones keeping you up at night. At Twohy Financial Services, every client relationship is built around one simple idea: your financial data should give you clarity, not confusion.

Here's what that looks like in practice:

Clean, Reconciled Books — Every Month, Without Fail
No more wondering if last month's numbers are accurate. Your accounts are reconciled against your bank and credit card statements every single month, so what you see in your reports is what's actually true — not an estimate.

Reports You Can Actually Read
You'll receive a monthly profit and loss statement and balance sheet written in plain language, not accounting jargon. If a number looks off or surprises you, we walk through it together until it makes sense.

Cash Flow You Can See Coming
Instead of being surprised by a slow month or a big tax bill, you'll have visibility into what's coming — upcoming expenses, outstanding invoices, and where your cash position is trending.

Tax-Ready, Year-Round
Because your books are maintained continuously rather than scrambled together every April, tax season becomes a formality instead of a fire drill — saving you time, stress, and often money on tax preparation fees.

Sensitive Data, Handled Like It Matters
Your financial records contain some of the most sensitive information your business has — and they're treated that way. Every client engagement includes confidentiality protections, secure data handling practices, and the same standards of care you'd expect from a firm specializing in both financial management and data security.

Result Focused

Clients working with Twohy Financial Services know their exact monthly profit — not an estimate, not a guess from six months ago — within the first 10 days of every new month. That's the number that tells you whether your business is actually working for you, and it's the number you'll have in hand before you've even finished your morning coffee.