Bookkeeping Services For Agencies

Understand the full financial story of your business

QuickBooks Elite Pro

Complete Bookkeeping

Monthly Financial
Review Meetings


Are you tired of:


Wasting Time in QuickBooks?


Annoyed With Invoicing & Collecting from Clients?


Not Having Enough To Pay Yourself?

With Navigator Bookkeeping

Imagine waking up and not worrying about the financial health of your business. With clear financial data you will have:

Financial Predictability

No more financial emergencies. We take the guesswork out of your finances.

Financial Profitability

Pay yourself, cover your expenses, save for taxes, and have cash left over.


Financial Agility

With accurate bookkeeping, you can plan ahead and confidently deploy your resources.

We believe that Agency Owners deserve to understand the full story of their finances

Ways we can serve you


Accurate, organized financial records that you can actually understand.

Profit First

Know your numbers at a glance and pay yourself first for a change.

Monthly Review Meetings

Have questions on profitability, revenue streams, saving for taxes, or meeting your goals? We can help with objective advice. You will always know the financial health of your business.

Tax Time Readiness

Your QuickBooks will be ready for your accountant to do your taxes.

Historical Cleanup

We’ll do a deep dive and clean up your QuickBooks so you don’t have to guess any more.

Bookkeeping Services We Offer:






Historical Clean up


Monthly Consulting


Support / Questions (ad hoc)


Reminders for quarterly estimates


Communication with CPAs and financial teams


Pre-Collections & A/R


Cash Flow Projections


QuickBooks support


Receipt management


Payroll Support


Bill Pay


Invoice Creation & Delivery

Know The Financial Story Of Your Business

We know how overwhelming bookkeeping can be which is why, as a QuickBook Elite Pro Advisor Agency who oversees $2 million in monthly client revenue, we ensure accurate bookkeeping and eliminate potential financial blind spots.

We have worked with Nate for years and he has helped us see the truth with our finances—that has helped us a great deal with the future of our company. We are happy with his services.

— Sharon Newman

Getting Started Is Easy


 Schedule Discovery Call

We learn about your business and current bookkeeping systems.  We then  provide you with an ideal solution


 We Get To Work

We Begin Cleaning Up Your Books & Start Monthly Management


 You Spend More Time On Your Business

We’ll keep an eye on your business finances and you can get back to focusing on growing your business.

Is the story of your business finances a…

At Navigator Bookkeeping, we take the guess-work out of finances so that you know exactly where your money is being best spent to grow your business. 


Your business started out strong, but oversites in bookkeeping has created financial blind spots putting your business in a precarious position.


You once loved categorizing expenses in QuickBooks. But the pressures of business caused you to forgo that first love. If not reconciled, you’ll end up living in a van down by the river. 

Rags To Riches?

After hiring Navigator Bookkeeping, you now have a clearer story of your financial health so you can move out of your parents basement and run your agency on your (leased) yacht. 

We know how overwhelming bookkeeping can be which is why, as a Quickbook Elite Pro Advisor agency who oversees $2 million in monthly client revenue, we ensure accurate bookkeeping and eliminate potential financial blind spots.

5 Bookkeeping Mistakes Agency Owners Need To Avoid.

We’re not like the other guys. Here’s why:

Monthly Consulting Meetings

We help you understand your financial story so you know how to make data-informed decisions on how to deploy your resources.

Quick Response Communication

We always respond in 48-hours (but it’s usually faster than that).

We Don’t Bill Hourly

We don’t bill by the hour so you always know in advance what the financial investment will be for our services.