Juggling bookkeeping alongside running your business means something always falls through the cracks, and you're tired of worrying whether your books are accurate or up to date.

Our monthly accounting packages deliver comprehensive bookkeeping services with transaction recording, reconciliation, and financial reporting in one predictable fixed-price package, so you get complete financial clarity without the stress of doing it yourself.

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StrategicBusinessSolutions Monthly Juggling bookkeeping

Our Monthly Accounting Packages

We understand that every business has different needs, which is why we create custom fixed-price packages tailored to your specific situation. Here’s what our business bookkeeping services typically include:

Transaction Recording & Categorization

We record and properly categorize all your business transactions including income, expenses, and transfers to ensure your financial data is accurate and complete.

Bank & Credit Card Reconciliation

We reconcile all your bank accounts and credit cards monthly to catch discrepancies, identify errors, and ensure every dollar is accounted for in your books.

Accounts Payable Management

Our accounts payable services ensure bills get paid accurately and on time while maintaining strong vendor relationships and optimizing your cash flow.

Accounts Receivable Management

Our accounts receivable companies expertise helps you invoice promptly, follow up effectively, and get paid faster to improve your cash flow.

Payroll Services

Our payroll assistant team handles everything from calculating wages to filing tax forms, ensuring your employees get paid correctly and on schedule.

Monthly Financial Statements

You’ll receive detailed financial reports including your balance sheet and profit and loss statement to understand exactly where your business stands financially.

Sales Tax Tracking & Reporting

We track sales tax collected, prepare necessary reports, and ensure you’re ready for filing deadlines to stay compliant with state and local regulations.

Financial Review & Analysis

Our team reviews your financials each month to identify trends, spot potential issues, and provide insights that help you make smarter business decisions.

Cloud-Based Access

You’ll have 24/7 access to your financial data through secure cloud-based accounting software, giving you real-time visibility into your business finances anytime, anywhere.

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Steps to Success

Messy Accounting? No worries…. we have a plan to get you back on track.

Step 1

Accounting Diagnosis

Typically, new client engagements begin with an Accounting Diagnosis of their current accounting systems.

Step 2

Clean Up Service

After an Accounting Diagnosis, we will create a custom Clean Up Service estimate to get your books back in tip-top shape.

Step 3

Accounting Packages

After your books are cleaned up, you can request a custom fixed-price package designed to meet the specific need of your business. These custom accounting packages allow you to plan ahead and budget for your accounting.

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"No Surprises" Accounting Packages

Strategic Business Solutions doesn’t apply a one-size-fits-all approach.
We meet with you to discuss your specific goals and create custom fixed-priced packages so you can choose the best solution for your needs and budget.

ACCOUNTING SERVICES

Monthly Bank, Loans & Credit Card Reconciliations
Monthly General Ledger Review
Monthly Financial Statement Preparation
Basic Accounting Support
Premium Virtual Support
W9 Management
Annual 1099 Preparation & Filing
Annual Tax Package Preparation for CPA
Financial Statement Review & Guidance
Strategic Business Coaching
Process Improvement Analysis
Annual Budgeting & Monitoring
Banking Relationship Support
Insurance Audit & Renewal Support

BASIC

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PROACTIVE

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GROWTH

X
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Add-On Services

Payroll

Payroll Setup
Payroll Runs
Automated Tax Payments and Filings
Employee Set-up

Accounts Payable

Bill Entry
Payment Scheduling

Accounts Receivable

Invoicing
Recording Client Payments
Past Due Receivable Monitoring
Collections
Statement Generation

Sales & Use Tax Filing

Customized to your needs

Which Package is Best for Me?

Basic

Compliance-level bookkeeping services to ensure you are ready for tax season. Best suited for the hands-on owner that enjoys doing some of the accounting work themselves, but wants an extra set of eyes to check out their work.

Proactive

Provides the financial data you need to understand where you are today so you can make informed business decisions about tomorrow. Best suited for the business owner that needs good financial data but wants to focus on running their business rather than their accounting.

Growth

Maximizes your potential by giving you the compliance necessary for tax time, the data needed to know where your business stands today, and the expertise of a senior level consultant who works with you to strategize for the future growth of your company.

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Why Choose Strategic Business Solutions

Finding the right bookkeeping partner is one of the most important decisions you’ll make for your business. At Strategic Business Solutions, we’ve built our reputation on delivering more than just accurate bookkeeping—we provide the financial clarity and peace of mind you need to focus on what you do best.

Founded by Sherry Maule in 2015 after seeing too many business owners struggle with their finances, we understand that you didn’t start your business to spend hours on bookkeeping. You started it to serve clients, build something meaningful, and create financial security for yourself and your team.

With over 30 years of accounting experience including full-time CFO positions, Sherry built Strategic Business Solutions on a simple foundation: provide exceptional bookkeeping and accounting services that give business owners peace of mind. Today we serve clients across Delaware, Maryland, Pennsylvania, Florida, and throughout the United States with that same commitment to excellence.

HERE’S WHAT SETS US APART:

Our team of highly responsive, attentive, and proactive professionals approach every client with honesty, care, and a problem-solving mindset. We pride ourselves on being detailed, organized, and timely, while maintaining a supportive and cheerful approach—ensuring you always feel confident and well-supported in managing your business finances.

Here’s what you can expect:

Cost Certainty

Custom fixed-price packages with transparent pricing and no hidden fees

Expert Team

Certified QuickBooks ProAdvisors with specialized industry expertise

Flexible Service

Scalable solutions that adjust as your business evolves

Proven Results

30-70% cost savings compared to full-time employees

Industry Specialization

Deep expertise in non-profit and construction accounting

ABOUT US

Reviews

Our clients’ success stories speak louder than anything we could say. At Strategic Business Solutions, we’re proud to have built long-lasting relationships with businesses and non-profits who trust us with their financial management.

Great Service Creates Happy Clients

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Our Team

Your monthly accounting is handled by experienced professionals who treat your business like their own. Our accounting consultant team is led by Sherry Maule, who brings over 30 years of accounting experience and a background as a full-time CFO to every client relationship.

Our team includes Certified QuickBooks ProAdvisors, construction accounting specialists, and experienced bookkeepers who understand the unique challenges of small to mid-sized businesses. We’re not just processing transactions—we’re providing the financial clarity you need to make confident business decisions.

You’ll work with a dedicated team that knows your business, understands your goals, and is committed to your long-term success.

MEET THE TEAM

Schedule Your Free Consultation

Ready to take the stress out of bookkeeping and gain financial peace of mind? Let’s talk about how Strategic Business Solutions can help your business thrive. We offer a free 15-minute consultation to discuss your specific needs and create a customized solution.

Call us today: 352-462-7004
Email: info@sbsde.com

CONTACT US

Service Areas

Strategic Business Solutions serves businesses throughout Maryland, Delaware, Pennsylvania, Florida, and nationwide. Our service areas include the entire Mid-Atlantic region, and thanks to cloud-based technology, we provide the same exceptional monthly accounting services whether you’re located in Elkton, Wilmington, Philadelphia, Tampa, or anywhere else in the United States.

We understand local regulations, state-specific requirements, and regional business practices that impact your bookkeeping, no matter where you’re located.

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Blog

Stay informed about bookkeeping best practices, tax changes, and financial management strategies through our blog. We regularly publish helpful articles designed to help business owners make smarter financial decisions.

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Frequently Asked Questions

Package Details & Customization

How do you customize monthly accounting packages for different businesses?

We begin with a complimentary 15 minute consultation to learn about your business and your goals. Every engagement starts with an accounting diagnosis, where we take a detailed look at your books to assess their current state and identify next steps.
If cleanup or catch-up work is needed, we’ll outline a clear plan. If your books are already in good shape, we move straight into designing your ongoing services. We consider factors such as transaction volume, industry-specific requirements, software preferences, and reporting needs to create a customized monthly package. The result is a solution tailored to your business—so you receive the support you need without paying for services you don’t.

What's included in a basic monthly accounting package?

Our basic monthly accounting package covers the essentials to keep your books accurate and up to date. This includes bank and credit card reconciliations, a thorough monthly review of your general ledger, and the preparation of clear, easy-to-understand financial statements. Ongoing email support is also included, so you can reach out when questions arise.
Pricing for this package starts at $500 per month and is based on your transaction volume and the level of services your business needs.
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Can I add services to my package as my business grows?

Absolutely! Your package is flexible and scalable—you can add services like payroll processing, accounts receivable management, or additional account reconciliations anytime with just 30 days notice.

Do you work with specific accounting software or can I use my own?

We specialize in QuickBooks Online, QuickBooks Desktop, Vista by Viewpoint, and JobTread but can work on most major platforms, or we can recommend and set up the best software for your business.

Process & Timeline

How quickly can you get started with my monthly bookkeeping?

Most clients are onboarded within 2-3 weeks.

What information do you need from me each month?

You’ll provide access to your bank accounts, credit card statements, receipts for expenses, sales records, and vendor invoices, but with cloud-based software, much of this data flows automatically, minimizing your monthly workload.

When will I receive my monthly financial statements?

The timing of your monthly financial statements depends on your service level. Clients enrolled in our higher level service packages receive their financial statements earlier each month, while clients on our Basic Services receive statements typically by the 15th of the following month.
Final delivery timing is dependent on receiving all required financial information, such as bank statements, credit card statements, and supporting documentation. Once all information is received, we complete and deliver your financials promptly. Regardless of service level, you always have real-time access to your financial data through your accounting software.

How much time do I need to spend on bookkeeping each month?

The amount of time you’ll spend on bookkeeping varies based on how responsibilities are shared between your team and ours. Most clients find that their monthly time commitment is significantly reduced once we take over the day-to-day accounting work. Typically, your involvement is limited to providing necessary information and reviewing your financial statements, rather than managing the bookkeeping yourself.

Pricing & Value

How much do monthly accounting packages typically cost?

Packages start at $500 per month depending on transaction volume, number of accounts, and services included, which represents 30-70% savings compared to hiring a full-time bookkeeper with benefits.

Is pricing truly fixed or will my bill increase unexpectedly?

Your monthly fee is fixed and predictable based on the agreed-upon scope of services in your package. To ensure pricing remains fair and aligned with your business activity, we review each account semi-annually to confirm the original scope of work is still accurate.
Pricing only changes if there has been a meaningful shift in your transaction volume, number of accounts reconciled or if you choose to add services. If an adjustment is ever needed, we’ll discuss it with you in advance—there are no surprises or unexpected increases.

What's the return on investment for outsourced bookkeeping?

Beyond the 30-70% cost savings, clients typically save 10-15 hours per week, avoid costly accounting errors, make better financial decisions with accurate data, and gain peace of mind knowing their books are handled by professionals.

Are there any setup fees or long-term contracts required?

Before any fee is charged, we begin with a complimentary 15-minute discovery call to learn more about your business and determine whether we’re a good fit. If you decide to move forward, we then proceed with a one-time $300 accounting diagnosis, which allows us to take a deeper look at your books and recommend next steps.
We offer month-to-month services because we want you with us because you value our work, not because you’re locked into a contract, and you can adjust or cancel with 30 days notice. Our goal is to always create a win-win relationship.

Quality & Support

How do you ensure accuracy in my monthly bookkeeping?

We use multi-step quality control including regular reconciliation, monthly financial review, senior staff oversight, and dual verification before finalizing reports to ensure accuracy.

What if I have questions between monthly closings?

You’ll have direct access to your dedicated accounting team via email and phone, and we respond to all inquiries within one business day during business hours.

What happens if my business has a particularly busy month?

Your monthly package handles normal fluctuations in transaction volume, and if you experience significant sustained growth, we’ll discuss adjusting your package to ensure you continue receiving the same level of service and attention.