We simplify your bookkeeping, provide meaningful financial insight, and support your goals with dependable advisory services. Whether you’re just starting out or running a growing operation, we’re here to help you stay organized and confident in your numbers.
Susan Hay founded Astute Bookkeeping and Advisory with a mission to provide practical, professional financial support to local businesses. With more than 15 years of experience in bookkeeping. She ensures every client receives dependable service, personalized support, and a clear financial picture they can rely on.
Bookkeeping Specialist & Advisor
You’re backed by a team that knows what matters: accuracy, deadlines, and proactive insight.
We go beyond the books to offer real advice and smart reporting that supports your goals.
Whether you’re just starting or scaling, our service plans grow with you.
With over 15 years of industry experience, our team is built to serve your business with knowledge, care, and efficiency.
We offer a full suite of services designed to support businesses at every stage. Whether you need hands-on monthly bookkeeping or advanced financial reporting, our services are structured to match your volume, goals, and growth.
Perfect for new or smaller businesses managing fewer than 100 transactions each month. Includes core bookkeeping, payroll for up to 10 employees, and accounting software support.
Ideal for businesses with up to 250 monthly transactions. Covers bookkeeping, payroll for up to 20 employees, and streamlined software integration.
Best suited for companies handling up to 350 transactions per month. Includes comprehensive bookkeeping, payroll for up to 50 employees, and support for complex systems.
One-time annual reports that ensure your accountant has everything needed for smooth tax filing, including reviewed Balance Sheet, Profit & Loss, and AR/AP listings
Quarterly financial reports to keep your business on track. Includes Profit & Loss, Balance Sheet, AR/AP summaries, and basic tax and advisory services.
Monthly financial reporting with budget comparisons and direct review sessions. Includes both basic and intermediate tax and advisory support.
In-depth reporting for strategic planning. Includes KPIs, cash flow forecasts, custom charts, and advisory insights for growing businesses.
Depending on the package, we offer monthly, quarterly, or annual reports, budget comparisons, KPI analysis, and year-end preparation. We also walk through reports with you, so you always understand your financial position.
At Astute Bookkeeping and Advisory, your financial clarity is our top priority. Do you have questions, need guidance, or are ready to take the next step in streamlining your financial processes? we’re just a message or call away.
431–482–7424
