Bookkeeping & Accounting Services for Small Businesses.
Clean books are the foundation of every financial decision, every investor conversation, and every confident move you make. We keep them current, accurate, and always ready.
Exceptional Scale
Clean Books Are Not Optional.
If you do not trust your numbers, you cannot trust your decisions. Messy books lead to missed tax deductions, cash flow surprises, failed loan applications, and financial stress. Clean books give you clarity, confidence, and control.
Behind, Inaccurate, Stressful
✕ Three months behind on reconciliation
✕ Transactions categorized wrong or not at all
✕ No idea if you are actually profitable
✕ Scrambling every tax season
✕ Cannot show clean financials to a lender or investor
✕ Spending your time on books instead of your business
Current, Accurate, Confident
Reconciled and closed every month on schedule
Every transaction categorized correctly
Real time visibility into revenue, expenses, and profit
Tax season is a non event because you are always prepared
Financials ready for lenders and investors at any time
You focus on running your business, we handle the books
The Stack
Bookkeeping Is Layer One. Here Is What Comes Next.
Clean bookkeeping creates the raw data. A controller turns that data into reliable statements. A CFO uses those statements to drive decisions. If you skip a layer, you do not get strategy. You get confident sounding guesses.
01
You Are Here
Bookkeeping and Accounting
Transaction recording, bank and credit card reconciliation, accounts payable and receivable, expense categorization, and monthly financial statements. This is the foundation. Without clean data here, nothing above it works. We keep your books current, accurate, and always ready.
02
When You Are Ready
Fractional Controller
Month end close ownership, balance sheet integrity, accruals and reserves, internal controls, and experienced oversight of your financial reporting. This is the layer between bookkeeping and CFO that ensures your statements are not just on time but trustworthy.
03
Full Financial Leadership
Fractional CFO
Strategic financial planning, cash flow forecasting, KPI dashboards, investor and board reporting, scenario modeling, and the executive level guidance that turns numbers into decisions. Built on top of clean books and reliable statements.
What Is Included
Everything Your Books Need to Be Bulletproof.
Every engagement is custom scoped during your free consultation. Here is what our bookkeeping and accounting services cover.
Transaction Recording and Categorization
Every transaction recorded, categorized correctly, and reconciled. Income, expenses, transfers, refunds, and adjustments. No backlog, no guesswork, no uncategorized transactions sitting in your ledger.
Bank and Credit Card Reconciliation
Monthly reconciliation of all bank accounts and credit cards to ensure your books match your actual account balances. This catches errors, identifies discrepancies, and prevents fraud early.
Accounts Payable and Receivable
We track what you owe and what is owed to you. Invoice management, bill scheduling, AR aging reports, and follow up on overdue receivables. You always know your cash position.
Monthly Financial Statements
Profit and loss statement, balance sheet, and cash flow statement delivered every month on a consistent schedule. Formatted for your use, your accountant, your lender, or your investors.
Accounting System Setup and Cleanup
If you are starting from scratch, we set up your chart of accounts, accounting software, and workflows. If your books are behind or messy, we clean them up and get you current before starting regular service.
Payroll Processing
Payroll runs, tax withholding, W-2 and 1099 preparation, direct deposit setup, and compliance monitoring. Your team gets paid on time and correctly, every time.
Our Tools
We Work With Your Systems.
Already on a platform? We integrate seamlessly. Starting fresh? We recommend and set up the right system for your business.
QuickBooks Online
Accounting
QuickBooks Desktop
Accounting
Xero
Accounting
Sage
Accounting
Gusto
Payroll
ADP
Payroll
Bill.com
AP/AR
R365
Restaurant
Who We Work With
Is Outsourced Bookkeeping Right for You?
If you are spending hours on your books instead of your business, or your financial data is behind and unreliable, it is time to hand it off to professionals.
Business Owners Doing Their Own Books
You started handling your own bookkeeping to save money. Now it is eating hours every week and you are still behind. Your time is worth more than what you are saving. Let us take it off your plate.
Businesses With Messy or Behind Books
Your books are months behind. Transactions are uncategorized. You do not trust the numbers. We clean it up, get you current, and set up systems that keep you accurate going forward.
Companies Outgrowing Their Current Bookkeeper
Your freelance bookkeeper cannot keep up with your growth. You need a team with the depth to handle multiple accounts, AP/AR, payroll, and monthly reporting at the level your business requires.
Businesses Preparing for Funding or an Audit
Lenders, investors, and auditors want clean, well documented financials. If your books are not lender ready, we get them there. We have facilitated over $2.2 billion in client funding and know exactly what underwriters want to see.
Exceptional Start Clients Who Need Ongoing Books
We built your financial projections. Now we keep the books that track your actual performance against those projections. Same team, same context, seamless transition from planning to execution.
The Bigger Picture
Your Accountant Already Knows Your Business Plan.
This is the part that no other accounting firm can replicate.
The Exceptional Plan is not just an accounting firm. We are the firm that helps entrepreneurs start, scale, and exit their businesses, and financial operations are one critical piece of that journey. Your CFO and your business planner are on the same team. Your accounting is aligned with your financial projections. Your tax strategy is connected to your growth plan.
And when you are ready to exit, the clean books, consistent reporting, and well documented financial performance we built together become real, measurable value in your business valuation. That is what full lifecycle means.
Where It Starts
Exceptional Start
Business plans, pitch decks, and financial projections built from scratch. The financial model we create here becomes the living benchmark your accounting team executes against every month.
Explore Start
Where You Are Now
Exceptional Scale
Full stack accounting, fractional CFO, bookkeeping, tax strategy, payroll, cash flow management, and forecast monitoring. You are here. Your accountant already knows your numbers because they helped build them.
Explore Accounting
Where It Pays Off
Exceptional Exit
Exit planning, business valuation, and M&A preparation. Clean books, consistent reporting, and documented financial performance are the foundation of a strong valuation. We built them that way from day one.
Explore Exit
Real clients. Real Results.
From Our Exceptional Clients.
"The Exceptional Plan doesn’t treat clients like transactions. They make you feel like part of the team, with care, pride, and true collaboration in every detail."
Alex H.CEO, Founder 
"I’d give more stars if I could. The Exceptional Plan took my idea and turned it into the best business plan my banker had ever seen. They guided me with care, cheered me on, and treated me like a friend. The best investment I’ve made in my business."
Kimberlee T.Owner 
"Available day or night, The Exceptional Plan team delivers business plans and financials that consistently earn praise from reviewers including investors. Their quick turnaround and attention to detail make them a trusted ongoing partner."
LaneCEO, Founder 
Common Questions
Bookkeeping FAQ.
How much does outsourced bookkeeping cost?
It depends on your transaction volume, number of accounts, and complexity. Most small business bookkeeping engagements are more affordable than a part time in house hire. We scope everything during your free consultation and provide a transparent monthly quote.
Can you clean up books that are months or years behind?
Yes. Many engagements start with a cleanup phase. We reconcile your accounts, recategorize transactions, and get you current. Cleanup is scoped and priced separately from ongoing monthly bookkeeping. Once you are current, we keep you that way.
What accounting software do you support?
QuickBooks Online, QuickBooks Desktop, Xero, Sage 100, Sage 300, R365, and various third party integrations. If you are already on a platform, we work within it. If you are starting fresh, we recommend and set up the right system.
Do I get access to my books at all times?
Yes. We use cloud accounting systems so you have real time access to your financial data whenever you need it. Your books, your data, your access. We manage the work, you maintain full visibility.
Do you handle payroll?
Yes. Payroll processing, tax withholding, W-2 and 1099 preparation, and direct deposit setup are all part of our full stack accounting services. Payroll can be included in your bookkeeping engagement or added separately.
How is this different from hiring a freelance bookkeeper?
A freelance bookkeeper records transactions. We provide a full accounting team with the depth to handle bookkeeping, controller oversight, financial reporting, and CFO level guidance as you grow. You do not outgrow us because we scale with you through the full lifecycle.
Will my books be investor and lender ready?
Yes. Every set of books we manage is kept to a standard that can be presented to lenders, investors, or auditors at any time. We have facilitated over $2.2 billion in client funding and know exactly what financial documentation needs to look like.
Is the consultation free?
Yes. Your first conversation is completely free. We assess your current bookkeeping situation, talk through your needs, and provide a transparent proposal. No pressure, no obligation.
Ready to Hand Off Your Books and Focus on Your Business?
Your first conversation is free. We assess your current bookkeeping situation, identify what needs to be cleaned up or set up, and recommend the right level of service. No pressure, no obligation.
Book Your Free Bookkeeping Consultation
Or call us directly: 316-218-9898