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Business and personal bookkeeping services
Business & Personal Financial Partner

Your Books,
Masterfully
Managed.

From growing businesses to high-net-worth households — precise bookkeeping and financial clarity for those who refuse to leave money to chance.

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What We Do

Tailored Financial Solutions

Whether you run a business, manage a household, or both — we provide bespoke bookkeeping designed around the way you actually work and live.

Full-Charge Bookkeeping

Complete day-to-day bookkeeping so you can focus on running your company. We handle the ledger — you handle the vision.

  • Accounts payable & receivable
  • Bank & credit card reconciliation
  • Monthly financial statements

CPA Collaboration & Tax Readiness

We don't prepare taxes — we make sure your CPA has everything they need, perfectly organized, well before deadlines.

  • Year-end document compilation
  • Direct CPA coordination
  • Clean trial balance delivery

Cash Flow & Forecasting

See where your business stands and where it's headed. We build cash flow models that help you make decisions with confidence.

  • 13-week rolling forecasts
  • Burn rate analysis
  • Scenario planning

Clean-Up & Catch-Up

Months or years behind? We'll untangle your books, reconcile every account, and get you to a clean starting point.

  • Full historical reconciliation
  • Category correction
  • Clean handoff to ongoing service

Reporting & Insights

Financial reports that actually mean something. P&L, balance sheets, and custom reports tailored to how you think about your business.

  • Monthly P&L & balance sheet
  • KPI dashboards
  • Owner distribution tracking

And More — Built for You

Every business is different. If you need something beyond what's listed here — payroll support, inventory tracking, software setup, or anything else — just ask. We build around you.

  • Payroll support & coordination
  • Software migration & setup
  • Fully customized solutions

Personal Bookkeeping

Meticulous tracking of every income source, expense, and account. Categorized, reconciled, and reported monthly.

  • Multi-account aggregation
  • Transaction categorization
  • Monthly spending reports

Investment & Asset Tracking

Consolidated views of portfolios, real estate holdings, and other assets — with performance summaries in one place.

  • Portfolio consolidation
  • Real estate equity tracking
  • Net worth reporting

CPA Collaboration & Tax Readiness

We organize and compile every document your CPA needs — so tax season is seamless and nothing gets missed.

  • Donation & deduction tracking
  • Document compilation for CPA
  • Year-end financial summary

Bill Pay & Household Management

We manage recurring bills, subscriptions, and household expenses — ensuring nothing falls through the cracks.

  • Automated payment scheduling
  • Subscription audit & optimization
  • Vendor management

Goal & Advisor Progress Tracking

We don't give financial advice — but we track your progress toward the goals set by you and your financial advisor, and deliver clear reports that keep everyone aligned.

  • Goal progress tracking & reporting
  • Advisor-ready data packages
  • Milestone dashboards

Business-Personal Separation

For entrepreneurs and founders — we keep your business and personal finances cleanly separated and clearly reported.

  • Mixed-transaction untangling
  • Owner draw vs. expense classification
  • Dual reporting packages
Professional bookkeeping team
Why Larimar

Where Precision Meets Personal Attention

Named after the rare blue gemstone found only in the Caribbean, Larimar Bookkeeping brings that same exclusivity and clarity to every ledger we touch. We serve a select group of businesses and individuals — and we do it with the care your finances deserve.

Absolute Confidentiality

Bank-level security and strict NDA agreements protect every figure — whether it's your company's revenue or your family's net worth.

Dedicated Account Manager

One person who knows your books inside and out — no call centers, no ticket systems, no explaining your situation twice.

Seamless CPA Partnership

We work hand-in-hand with your tax professional. Clean books, organized documents, on-time delivery — every quarter, every year.

Business + Personal Under One Roof

Most of our clients have both. We manage them together — so nothing gets lost in the gap between your company and your household.

How It Works

Simple. Seamless. Stress-Free.

Whether you need business books, personal finances, or both — getting started takes just four steps.

1

Discovery Call

A complimentary 30-minute conversation about your business, personal finances, or both — and what's keeping you up at night.

2

Custom Plan

We build a service package around your specific entities, accounts, and needs — no cookie-cutter solutions.

3

Seamless Onboarding

Secure access to your accounts, document transfer, and portal setup. We handle the heavy lifting — you just approve access.

4

Ongoing Management

Monthly closings, scheduled reporting, CPA coordination, and continuous optimization — all running like clockwork.

Client Stories

Trusted by Businesses & Families Alike

Business Client

"We were two years behind on our books when we found Larimar. They did a full clean-up, got us current, and now our monthly closings happen like clockwork. My CPA says our files are the cleanest they've ever seen."

JT
Jason Torres
CEO, Vantage Construction — Austin, TX
Personal Client

"With multiple income streams, real estate holdings, and investments across several firms, I needed someone who could pull it all together. Larimar gives me a single, clear picture of my entire financial life every month."

SA
Sarah Alderton
Private Investor — Greenwich, CT
Business + Personal

"I own two practices and my personal finances were tangled with both. Larimar separated everything properly, manages all three sets of books, and coordinates directly with my CPA. I finally feel organized."

RP
Dr. Rachel Park
Dental Practice Owner — Denver, CO
Get Started

Ready to Get Your Books in Order?

Schedule your complimentary discovery call. Whether you need business bookkeeping, personal financial management, or both — let's talk about what clarity looks like for you.

Phone
(555) 842-7100
Email
hello@larimarbookkeeping.com
Location
Serving clients nationwide, remotely

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