Our Services

Our expert business services ensure accuracy and compliance while providing you with the financial insights needed to make informed business decisions. Trust us to streamline your financial processes, so you can focus on what truly matters—growing your business.

Advisory Services

For businesses that want to manage their own books, with expert guidance.

Rock Lake Business Solutions offers bookkeeping and software advisory services for organizations who prefer to do their own bookkeeping but want professional support, setup, and oversight.

This service is perfect if you:

  • Do your own bookkeeping but want to make sure it’s done right

  • Need help setting up or fixing your books in your software

  • Want answers to “Am I doing this correctly?”

  • Want to learn better workflows and best practices

  • Need occasional expert review and guidance

Includes:

  • Software setup, review, and optimization

  • Chart of accounts review and cleanup guidance

  • Workflow and process recommendations

  • Training and coaching in your preferred software

  • Bookkeeping best-practice guidance

  • Troubleshooting and Q&A support

  • Review of your books with recommendations (no data entry)

Not included:

  • Ongoing transaction entry

  • Monthly reconciliations

  • Payroll processing

  • Catch-up or cleanup work (can be quoted separately)

  • Tax preparation

How it works:

  • Meet online or in person (as needed)

  • Get clear, practical guidance you can apply immediately

  • Use hourly sessions or a monthly advisory retainer for ongoing support

Best for:
DIY business owners, organizations with internal staff, or organizations that want professional oversight without outsourcing their full bookkeeping.

For businesses that want more hands-on assistance from our team.

Rock Lake Business Solutions offers bookkeeping services to help businesses to keep their books clean, organized, and up to date, so you always know where your business stands. From monthly transaction categorization to reconciling accounts and preparing clear financial reports, we make sure your financial information is accurate, consistent, and useful for making decisions.

Our bookkeeping services help you:

  • Stay organized and on top of your finances

  • Avoid costly errors and surprises

  • Save time and reduce stress

  • Gain clarity and confidence in your numbers

Our services include:

  • Monthly transaction categorization

  • Bank and credit card reconciliations

  • Monthly financial statements (Profit & Loss, Balance Sheet)

  • Ongoing accuracy review and cleanup of coding issues

  • Software support and troubleshooting

  • Customized reporting based on your needs

We offer flat-rate, predictable pricing based on your monthly transaction volume, with packages designed to grow with your business. Whether you’re just getting started or managing a high-volume operation, you’ll get dependable support and clear financial information you can trust.

Note: We do not provide tax preparation or audit services, but we’re happy to work alongside your CPA or tax professional.

Less time on numbers. More time on what you love.

Bookkeeping Services

For businesses that need additional services.

At Rock Lake Business Solutions, we know that not every business fits perfectly into a monthly bookkeeping box. That’s why we offer flexible add-on and project-based services to support you whenever you need extra help, special reports, or a fresh start with your books.

Whether you’re catching up after a busy season, setting up new systems, or preparing information for your CPA, board, or funders, we’re here to make the process simpler and less stressful.

Our add-on and project services include:

  • Catch-up & cleanup bookkeeping – Get your books back on track when they’ve fallen behind or become disorganized

  • Historical reconciliations – Ensure past periods are accurate and complete

  • Software setup or conversion – Start fresh or move to a better system with confidence

  • Books cleanup & optimization – Fix errors, streamline your setup, and improve accuracy

  • Special reports – Board, grant, or lender-ready financial reports tailored to your needs

  • Process & workflow improvements – Make your bookkeeping systems more efficient and easier to maintain

  • Payroll setup or special projects – Get started the right way or handle one-time needs

These services are offered on a project-based basis, so you only pay for what you need. We’ll start with a quick conversation to understand your situation, review your books or systems, and provide a clear, upfront quote before any work begins.

Our goal is to give you cleaner books, better systems, and peace of mind—so you can spend less time worrying about your numbers and more time building your organization.

We handle the numbers. You build the dream.

Add-On & Project Services

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!