Remote bookkeeping locally and across the USA.
Limited Time Promotions
These promotions are available for startups and small business owners seeking structured, compliant, professional bookkeeping support. A completed Client Application is required to begin the process.
Submitting an application does not guarantee acceptance. I take on a limited number of clients at a time to ensure each one receives attentive, high‑quality service.
Introductory Digits Service Special — through June 30, 2026
I’m opening a limited promotional window for new clients who want to transition to a modern, automated accounting platform with significantly reduced manual workload.
During this period, I’m offering reduced introductory service rates for Digits‑based bookkeeping.
Digits’ automation and document‑forward design reduce the amount of monthly manual work required, which means my Digits service fees are lower than my fees for QuickBooks Online or other accounting platforms. This promotion applies to service fees only; the Digits software subscription is billed separately based on the plan you select.
Digits account setup is a one‑time fee, typically $150–$300 per entity, depending on the number of accounts, the condition of existing records, and the entity’s complexity. Setup includes chart of accounts build or refinement, bank/credit card feed connections, workflow configuration, category mapping, document inbox setup, initial data review, and the accuracy checks required before monthly services begin. A complete setup is contingent on receiving accurate and properly documented information.
Digits delivers automation and real‑time insights; Floating Magnolia Bookkeeping Services delivers the accuracy, documentation standards, and strategic clarity required for dependable financials.
A limited number of discounted service spots are available during this introductory period.
For clients who want a visual overview of the Digits platform, the flyer below provides a quick look at the dashboards and features. You can also learn more about Digits at digits.com/product/bookkeeping.
Who I Work Best With: My practice is built for clients who value accuracy, transparency, and compliance. If you’re looking for minimal oversight or shortcut‑style bookkeeping, my services will not be a fit.
To secure a promotional spot, complete and submit a Client Application.
“The secret of getting ahead is getting started.”
Mark Twain
Disclaimer
Important Note:
Disclaimer
My services are designed to support your business through clear organization, accurate transaction tracking, and practical workflow guidance. I do not offer tax preparation, legal advice, or financial planning services, and I am not a CPA, Enrolled Agent, or licensed accountant. All recommendations are for informational purposes only and should be reviewed with a licensed professional before making compliance or tax decisions.
Bookkeeping & Catch‑Up Services
Bookkeeping and catch‑up services include standard transaction categorization, reconciliations, and summary‑level financial reporting. These services do not include tax filing, audit preparation, assurance work, or forensic bookkeeping.
Digits Bookkeeping Services
Digits is a third‑party accounting platform that provides automated categorization, document management, and real‑time financial insights. I provide the accuracy checks, documentation standards, and structured workflows required for dependable books. Digits’ automated suggestions are a starting point only and should not be relied upon for tax or compliance decisions without review from a licensed professional.
QuickBooks Online Assessments
Assessments are based on a summary‑level review of your QBO file. Recommendations are intended to improve clarity and workflow but should not be used as a substitute for tax, legal, or compliance guidance from a licensed professional.
Promotional Pricing
Promotional rates are available for a limited time and apply to new clients only. Availability is limited and subject to change without notice.
Privacy Policy
Effective Date: November 2025
Floating Magnolia Bookkeeping Services LLC (“FMBS”) respects your privacy. We collect the basic information you provide—such as your name, email, and business details—so we can deliver bookkeeping services and respond to inquiries.
Your information is stored securely and never sold. We may share data only with trusted service providers, such as QuickBooks® Online or secure cloud‑storage platforms, when needed to support your bookkeeping services or when required by law.
FMBS does not request or store bank login credentials. All financial connections are handled directly through your accounting software provider.
If you have questions or would like to update or remove your information, contact hello@floatingmagnolia.com.
We may update this policy from time to time.
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