Growing a service business is hard.
Doing your finances alone makes it even harder.
Bookkeeping & Profit Advisory for Service Businesses in Growth Mode.
We help service business owners keep their books clean and tax-smart, steady their cash flow, and make better decisions about profit and owner pay so you can scale confidently without the financial chaos or stress.
The Story We Hear From Most Service Business Owners.
The business is growing, but the numbers feel messy.
At first, you could keep up - sending invoices, paying bills, tracking expenses. But growth brought more clients, more transactions, and more moving parts.
Now it looks more like this:
Bookkeeping is always behind or half-finished.
You’re checking the bank balance to make decisions.
You’re not sure where the money’s going or what you can safely pay yourself.
Revenue is higher than ever, but profit isn’t.
You’re unsure if you can really afford to hire or add more help.
You’re reacting to money problems instead of planning ahead.
You’re not failing. Your financial system is. It wasn’t built to support the business you’re running today.
That’s where we come in.
How We Work
We bring calm, structure, and clarity to your business finances.
At My Accounting Squad, we support service businesses in growth mode. We clean up the chaos, keep your books clean and tax-smart, and help you actually use your numbers to make better decisions about profit, cash, and owner pay.
We usually start with a complimentary Profit & Cash Review, then match you with the right level of support - from Tax-Smart Bookkeeping to Profit-Building Advisory to Growth-Ready Finance.
With a full accounting squad behind you, you’ll finally have:
Clarity → Clean, tax-smart books and simple numbers you can trust
Profit → Insight into where the money really goes, so you can keep more of what you earn
Cash & Pay → A steadier cash flow and a plan for what you can safely pay yourself
Growth → A financial foundation built to support your next stage, not just keep up with the last one
So your business is ready for what’s next - without the financial chaos or stress.
Our Approach is Simple.
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1 - Profit & Cash Review
We start with a quick Profit & Cash Review to see where your books and cash really stand, and surface 1–2 easy wins you can act on right away.
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2 - Clean Up the Books & Stabilize the Basics
We clean up your bookkeeping, fix the mess, and keep your books accurate and tax-ready so you can finally stop avoiding your numbers.
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3 - Build Profit, Cash & Owner Pay Habits
With clean numbers in place, we meet regularly to spot profit leaks, steady your cash flow, and help you pay yourself more, consistently.
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4 - Grow Sustainably with Confidence
Now you can hire, invest, and plan ahead with a finance co-pilot so growth feels intentional and calm instead of reactive and stressful.
Our Services
Choose the level of support that fits where you are now and scale up when you’re ready.
All packages start with a complimentary Profit & Cash Review so we can make sure you’re in the right fit.
Tax-Smart
Bookkeeping
(Professional bookkeeping that keeps you organized and tax-ready)
Starting at $500/month
Best for:
Service business owners who want clean, professional books and a smooth tax season and never want to touch QuickBooks again.
Support:
We take bookkeeping fully off your plate and keep your books clean, accurate, and tax-smart all year. You get modern, done-for-you bookkeeping set up to keep you organized, compliant, and ready for tax time without the late-night receipt scramble.
Outcome:
File taxes with confidence, stay compliant and organized year-round, and reclaim the hours (and mental bandwidth) you used to burn on bookkeeping.
Profit-Building
Advisory
(Bookkeeping plus guidance to grow profit, steady cash, and pay yourself more)
Starting at $1,000/month
Best for:
Owners who want to professionalize their finances, increase profit, and stop worrying about cash flow.
Support:
You get everything in Tax-Smart Bookkeeping, plus ongoing advisory focused on profit, cash flow, and owner pay. We bridge the gap between “I have reports” and “I actually know what to do with them” - helping you spot profit leaks, improve cash flow habits, and make better decisions about what you can pay yourself and when.
Outcome:
A more profitable, cash-steady business where you know where the money goes, keep more of what you earn, and pay yourself more (and more consistently) instead of guessing.
Growth-Ready
Finance
(Bookkeeping, advisory, and core finance operations support for your growing business)
Starting at $2,000/month
Best for:
Growing service firms with a team or multiple contractors, where the founder is still stuck in invoicing, chasing payments, paying bills, and coordinating payroll and wants the entire finance side handled.
Support:
You get everything in Profit-Building Advisory, plus hands-on support running your core finance operations so you’re no longer the AR/AP/payroll department. You get a lean, outsourced finance function without hiring and managing a full in-house team.
Outcome:
Step out of the back office and into the CEO seat. Your finance side runs smoothly in the background while you focus on growth, clients, and team - with the calm confidence that the business finances are handled.
Why Us
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We’ve been in your shoes.
We’ve run and supported service businesses, so we understand the pressure of payroll, unpredictable cash, and trying to grow while the numbers feel messy.
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We grow with you.
From Tax-Smart Bookkeeping to Profit-Building Advisory to Growth-Ready Finance, our support scales as your business does - you don’t have to outgrow your bookkeeper.
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We build systems.
We clean up your books, then put simple, repeatable financial routines in place so you’re not constantly reacting to emergencies.
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We speak human.
No jargon, no lectures. Just clear numbers, plain-English explanations, and practical guidance you can actually act on.
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We’re your squad.
You get a full squad - bookkeeping, advisory, and operations support that feels like an in-house team, without the full-time cost or management headache.
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We focus on your business.
We’re not just here to keep you compliant. We help you see where the money really goes, keep more of your profit, and pay yourself more consistently.
About Us
Meet your squad. The team behind your numbers and by your side every step of the way.
Profit Advisor & Co-Founder
Wilson Li, MBA
I’ve built 3 professional service firms from the ground up so I know first-hand how it feels to have growing revenue but constant stress over profit, payroll, and cash flow. With 15+ years leading finance and operations, I’ve helped service companies keep more of what they earn, run more efficiently, and scale without the chaos.
I’m not your typical accountant, I’ve sat in the founder’s chair, run entire finance operations, and faced the same growth challenges our clients deal with every day. That’s why at My Accounting Squad, I use both my entrepreneurial experience and finance expertise to help owners build businesses that are more profitable, easier to run, and ready for what’s next.
Accounting Advisor & Co-Founder
Maria Li
With 20+ years in accounting, I’ve managed every part of an accounting department - bookkeeping, payroll, accounts payable, receivables, vendor management, and reporting. As Controller for two fast-growing tech startups, I built finance systems from scratch and kept operations running smoothly through rapid growth.
I know what it takes to keep a business organized, compliant, and financially healthy. At My Accounting Squad, I make sure our clients’ books are accurate, their systems work, and their numbers are ready for whatever’s next, so they can focus on running their business with confidence.
FAQs
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We’re more than data entry. We’re your financial co-pilot—building systems, translating your numbers into strategy, and helping you grow profitably. You don’t just get reports—you get clarity, accountability, and action.
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Nope—we work with service businesses across the U.S. Because our systems are fully cloud-based, we can support you wherever you are. Most of our clients are remote-first and value flexible, responsive financial support.
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Yes. Bookkeeping cleanup is one of the most common reasons clients come to us. Whether it’s a few months or a few years behind, we’ll get your books caught up, accurate, and audit-ready—then keep them that way.
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We specialize in service businesses navigating the “messy middle” of growth. Most of our clients earn between $1M–$5M annually and are looking for financial clarity to scale with confidence.
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Yes. We exclusively work with clients on QuickBooks Online. If you’re not on it yet, we’ll handle the setup or conversion for you during onboarding.
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No — we’re not a tax-prep firm. Our role is to give you clean books, cash flow clarity, and financial insight so you can run your business with confidence. We work hand-in-hand with your CPA, providing everything they need for accurate, stress-free tax filing — and we’ll even coordinate with them directly as part of our support.
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That’s totally fine. We often work alongside existing staff or take over if you’re ready for more reliable, structured support. We bring the systems, strategy, and clarity most internal teams don’t have time for.
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If you’re unsure, we’ll help you figure it out. Just book a free discovery call, and we’ll talk through your goals and current challenges. You’ll walk away with clarity—even if we’re not the right fit.
Let’s Talk About Your Finances.
Not sure which package is right for you?
Book a free consultation.
We’ll review your goals, where you are now, and the best path to clarity, control, and confident growth.