Bookkeeping

Executive-Level Oversight and Decision Support 

At Amy Oliver & Co., our full-scale bookkeeping services are designed for owners and executive leaders who want accuracy, clarity, and confidence without having to interpret financial reports alone. Our structured financial support is guided by experience, judgement, and leadership context.

Accuracy Is the Baseline. Insight Is the Value. 

We ensure your books are accurate, timely, and compliant. We then help you understand what the numbers are telling you and how to respond with confidence. 

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Who This Is For 

This service is well suited for businesses and organizations that: 

  • Want confidence in their books without constant oversight 

  • Value experienced eyes reviewing their financials.

  • Want support reading and using financial reports, not just receiving them 

  • See bookkeeping as part of good leadership, not just administration 

What You Will Receive

    • Day-to-day bookkeeping and reconciliations 

    • Clean, consistent chart of accounts 

    • Accurate monthly and quarterly financial reporting 

    • Compliance-focused processes aligned with best practices 

    • Oversight by a CPA with operational finance expertise 

    • Early identification of risks, inconsistencies, and emerging trends 

    • Confidence in the integrity of your financial foundation 

    • Support interpreting financial statements and management reports 

    • Guidance when margins shift, costs rise, or cash flow tightens.

    • Context on what is typical, what requires attention, and what signals opportunity.

    • Practical conversations focused on next steps, not just numbers 

  • Because our team works closely with executive leaders across sectors, we understand: 

    • Workforce and compensation pressures 

    • Cash flow and working capital realities 

    • Growth, stabilization, and transition phases 

    • The decisions leaders are trying to make with their financial data 

    We help connect financial reporting to real-world executive decisions. 

What Makes Our Bookkeeping Different 

Senior Oversight You Can Trust 

Your bookkeeping is overseen by a CPA-designated professional with deep experience in financial operations, compliance, and systems, supported  by an executive leadership team with extensive experience across healthcare, professional services, and owner-led organizations. This ensures your numbers are reviewed not just for accuracy, but through an operational and leadership lens. 

Our Packages

Our bookkeeping services are designed to provide both financial accuracy and meaningful support for owners and executive teams. Each tier includes CPA-level oversight and is delivered by a team that understands finance, operations, and leadership decision-making. 

Core Foundation Package

Built for organizations that want reliable, well-structured bookkeeping and clear monthly financial reporting. 

This Package Includes:

  • Full-cycle bookkeeping

  • Monthly bank and credit card reconciliations 

  • Clean, consistent chart of accounts 

  • Monthly financial statements (income statement, balance sheet) 

  • CPA-level review and quality control 

  • Identification of discrepancies or irregularities 

  • Foundational guidance on financial reporting and structure 

Best Suited For:

Smaller or lower-complexity organizations seeking confidence in their numbers and a strong financial foundation without ongoing strategic review. 

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Strategic Support Package

Built for organizations that want financial accuracy and executive-level insight to support confident decision-making. 

This Package Includes the Core Foundation Package, plus: 

  • Executive-level interpretation of financial statements 

  • Quarterly financial and operational review meetings 

  • Trend analysis and early identification of risks and opportunities 

  • Guidance when margins shift, expenses rise, or cash flow tightens 

  • Contextual support connecting financial data to operational decisions 

  • Proactive recommendations grounded in leadership and operational experience 

Best Suited For:

Growing or more complex organizations that value experienced oversight,  thoughtful interpretation, and structured decision support. 

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The AOco Difference

We sit at the intersection of finance, operations, and leadership. When your financials tell a story, we help you understand it and act on it. You are not handed reports and left to interpret them on your own, you are supported by a team that understands both the numbers and the decisions behind them.