Flexible Financial Support- From Bookkeeping to CFO-Level Guidance
Whether you need simple, accurate bookkeeping services or a more involved outsourced Controller or CFO partner to help guide your business, our service packages let you choose the level of financial support that fits your needs.
Every business needs something different.
Some owners simply want their books handled accurately each month — and we're happy to support you at that level. Others need deeper financial insight, cash-flow oversight, or ongoing Controller or CFO-level guidance to make strategic decisions. That's why we offer multiple levels of service, ranging from essential bookkeeping to controller and outsourced CFO support.
You choose how involved you want us to be. Whether you prefer a straightforward bookkeeping relationship or a hands-on financial partner offering outsourced Controller and CFO expertise, our packages are designed to provide the right level of support — and to grow with your business.
Support Designed So You Can Focus on Your Business — Not Paperwork
Running your own business means wearing many hats — and bookkeeping, invoicing, and admin tasks can take over your week.
At Moxie Business Assist, we act as your virtual assistant and bookkeeping partner, handling the financial and operational details so you can get back to doing what you love.
Our Services
Our Virtual Bookkeeping & Business Management Services
Bookkeeping Essentials
Reclaim your time and peace of mind with Bookkeeping Essentials, designed to keep your books organized and accurate so you can get back to growing the business you love.
Learn more
Controller Services
Go beyond basic bookkeeping and gain the high-level strategic insight you need to steer your business toward growth, without the cost of a full-time executive.
Learn more
Outsourced CFO Services
Shift your focus from looking at where your money went to planning where it's going, with a strategic partner who helps you forecast the future and drive sustainable growth.
Learn moreRequest a Quote
Every business has different financial needs, which is why we offer flexible support tailored to you. Fill out the form below and we'll learn more about your business, your goals, and the level of support you're looking for. From bookkeeping to CFO-level guidance, we're here to help simplify your finances and support your growth.
Request a QuoteHow It Works
Simple Steps to Get Started
Follow these easy steps to streamline your business finances and get back to what you do best.
Book a Free Consult
Schedule a consultation at no charge to discuss your unique needs and how we can assist you.
Set Up Your Systems
We'll implement the necessary accounting systems tailored for your business to ensure smooth operations.
Focus on Your Business
While we handle the books, you can concentrate on growing your business and serving your clients.
More Than Bookkeeping — We Help You Manage Your Money Smarter
- Tailored support for small businesses
- Transparent pricing — no surprise fees
- QuickBooks experts you can actually talk to
- Based in Waterloo, IA — serving clients nationwide
Your Virtual Bookkeeping Partner — Serving Businesses Locally and Nationwide
Whether you prefer to work with a local bookkeeper in Waterloo, IA or a virtual bookkeeping team online, Moxie Assist provides the same personal service and financial clarity wherever you are.
Schedule Your Free Strategy CallOur Clients
Trusted By Small Businesses Locally & Nationwide
Frequently Asked Questions
Here are answers to common questions from small business owners.
Bookkeeping services for small businesses typically include recording financial transactions, reconciling bank accounts, managing invoices and vendor payments, tracking expenses, and preparing monthly financial statements.
Moxie Business Assist also offers QuickBooks setup, payroll-provider-ready bookkeeping support, and back-office management so you can focus on running your business.
Pricing varies depending on your business size and transaction volume.
On average, virtual bookkeeping services cost between $500–$2500 per month, while more comprehensive back-office packages may include extra services at a higher rate.
Moxie offers tailored plans to match your exact needs.
Yes. Modern virtual bookkeeping firms use encrypted, cloud-based accounting platforms like QuickBooks Online or Xero.
These tools are bank-level secure and allow safe document sharing, password protection, and two-factor authentication.
Not at all — Moxie Business Assist serves small businesses nationwide from our base in Waterloo, IA.
Whether you prefer local, in-person bookkeeping or a fully remote virtual option, we make it simple to collaborate from anywhere.
Bookkeeping focuses on day-to-day financial tracking, such as recording transactions and reconciling accounts.
Accounting takes it a step further — analyzing those records to produce financial reports, tax documents, and strategic insights.
Moxie provides bookkeeping and keeps your records organized for your accountant or tax professional. We do not prepare or file tax returns.
Yes! Moxie specializes in QuickBooks bookkeeping services — from setup and cleanup to ongoing monthly support.
We also provide training and troubleshooting for small businesses using QuickBooks Online or Desktop.
Our clients include creative professionals, trades, service providers, and small local businesses like marketing agencies, design studios, and landscaping companies.
If your business invoices clients or tracks expenses, you’ll benefit from outsourced bookkeeping.
Accurate bookkeeping gives you real-time insight into cash flow, profitability, and expenses — empowering smarter decisions and tax readiness.
With Moxie managing the numbers, you can focus on scaling your operations and building revenue.
Start by looking for a bookkeeping provider that understands small business operations, offers transparent pricing, and uses secure, cloud-based accounting tools like QuickBooks Online.
It’s also important to choose a team that provides ongoing support — not just monthly reports — so you always know where your finances stand.
Moxie Business Assist combines personal service with virtual flexibility to make bookkeeping stress-free.
Yes! Moxie works with startups and early-stage entrepreneurs to help them set up clean financial systems from day one.
We can help you create your chart of accounts, set up QuickBooks, track startup expenses, and establish strong bookkeeping habits that scale as your business grows.