Growing a service business is hard.
Doing your finances alone makes it even harder.

Bookkeeping & Advisory for Service Businesses in Growth Mode.

We help growing service companies get clean books, control cash flow, and increase profit.
So you can scale with confidence, without the chaos and 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:

  • Bookkeeping is always behind.

  • Constantly worry about cash and checking bank balance to make decisions.

  • You’re not sure where the money’s going or if you can afford to hire.

  • Revenue is higher than ever, but profit isn’t.

  • You’re reacting to 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 structure, discipline, and clarity to your business finances.

At My Accounting Squad, we clean up the chaos, build reliable systems, and support your growth with a full finance squad behind you, so your business is ready for what’s next.

Our Approach is Simple.

  • 1 - Clean Up the Books and Get Clarity

    We start by getting your books in order, setting up simple, reliable systems, and finally giving you a clear, accurate view of where your business stands.

  • 2 - Build Strong Financial Structures

    We build the financial systems you’ve been missing - reports you can trust, routines to manage profit and cash. So instead of reacting, you finally feel in control of your money.

  • 3 - Fix Your Profit and Cash Flow

    We dig into your margins, pricing, and spending to uncover what’s draining profit and tighten up your cash flow so you always know what you can afford, and when.

  • 4 - Grow Sustainably with Confidence

    With systems in place, profit and cash under control, we help you scale intentionally - hiring at the right time, investing wisely, and forecasting your path forward.

Our Services

Choose the level of support that fits where you are now — and scale up when you’re ready.

Complete

(Fully Managed)

Starting at $2,000/month

Best for: Founders who want to hand off every financial task and focus fully on the business and growth.

Support: Never touch your books again while knowing exactly where you stand. We run your entire finance function — bookkeeping, payroll, payables, receivables, vendor management — and give you the insight to grow faster and more profitably.

Outcome: Get more time, more profit, and complete peace of mind knowing your finances are running like a top-tier company’s.

(Bookkeeping + Advisory)

Plus

Starting at $1,000/month

Best for: Owners who want to professionalize their finances, increase profit, and stop worrying about cash flow.

Support: We handle your bookkeeping and act as your financial partner to help you run your business like a well-oiled, highly profitable machine. You’ll know exactly what’s driving your profit, how to keep more of it, and how to use cash strategically and confidently, just like larger, more established companies.

Outcome: Get a more profitable, cash-healthy business that pays you more, and runs with the financial discipline of a much bigger company.

Pro

(Bookkeeping)

Starting at $500/month

Best for: Businesses that need clean, professional bookkeeping to stay compliant and organized year-round.

Support: We keep your books accurate, reconciled, and ready for tax time every month — no scrambling, no late nights, no messy catch-up work. This way you will be able to file taxes with confidence, stay organized year-round, and focus on running your business, not catching up on receipts.

Outcome: Get to file taxes with confidence, stay compliant, and focus on running your business — without hours buried in receipts and spreadsheets.

Why Us

  • We’ve been in your shoes.

    We’ve run service businesses ourselves. We know the pressure, the chaos, and what it takes to scale sustainably.

  • We grow with you.

    Our services scale from basic bookkeeping to full finance management, supporting every stage of growth.

  • We build systems.

    Our job isn’t just reporting what happened - it’s helping you design a better financial future.

  • We speak human.

    No jargon. Just clear numbers, plain-English advice, and financial insights you can actually use.

  • We’re your squad.

    You get a team of specialists who act like your in-house finance department, without the full-time cost.

  • We make finance doable.

    We don’t just hand you reports - we guide, coach, and execute alongside you every step of the way.

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 three service businesses 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

  • 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.

  • Nope—we work with service firms 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.

  • 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.

  • We specialize in service-based businesses—consulting firms, marketing agencies, health & wellness practices, and other professional services with small teams and growing revenue. Most of our clients earn between $500K–$5M annually.

  • 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.

  • No, we’re not a tax firm—but we partner closely with your CPA and provide everything they need to file your taxes accurately. We’ll even communicate directly with them as part of our support.

  • 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.

  • 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.