top of page

Consulting Services

We want to help you gain freedom of both time and money, and greater control over your day-to-day financial operations. 

Our main goal is for you to maintain a healthy work/life balance while also growing a more profitable business.

Screenshot 2025-11-07 104037.jpg

Tiered Plans to Fit Your Needs

All business consulting packages contain the following:

  1. A comprehensive financial analysis of your numbers

  2. Regular online meetings to discuss relevant topics

  3. Unlimited email and phone support

  4. Monthly bookkeeping services

Tier I - One hour monthly meeting 

*From $1450/month
​Tier II - One hour bi-weekly meeting, plus additional management support 

*From $2600/month
​Tier III - One hour weekly meeting, plus management and hospital efficiency support

*From $3950/month

*Pricing depends on factors such as number of locations and size of practice.

Our Clients feel safe and secure in knowing they are building their business in the right direction. The financial advising service takes the guess work out financial planning by following a simple, six-step process:

​​

  1. First, we sit down with you to establish what your personal and professional goals are, both in the coming year and over the next five years.

  2. We work with you to set targets that, when achieved, will indicate those goals have been reached.

  3. Every month, we analyze your financial reports to create a forecast of where your business is headed, based on your actual monthly data.

  4. We then generate a simple scoreboard that shows how your business is trending towards your overall goals.

  5. We brainstorm together to determine objectives that will have the quickest effect on the continued success of your business.

  6. We devise a clear action plan of what you need to do in the coming month to help you meet those objectives. We work closely with you throughout the entire year to ensure your business is moving in the right direction. 

Bookkeeping Services

Take the burden of dealing with expenses and bookkeeping off your shoulders. When you know that someone who has a thorough understanding of veterinary medicine is taking care of your books so you can relax and focus on practicing veterinary medicine.

Basic Plan

Copying Down

Standard Plan

$650/month

  • 100 to 300 transactions entered

  • Reconcile 4-7 bank or CC accounts

  • Update chart of accounts

  • Record up to 5 journal entries

  • Prepare monthly financial statements

  • One hour monthly consultation

  • Unlimited email/phone support 

  • Year-end tax preparation package for CPA

$500/month

  • Up to 100 transactions entered

  • Reconcile 1-3 bank or CC accounts

  • Three monthly financial statements

  • One hour monthly consultation

  • Unlimited email/phone support

  • Year-end tax preparation package for CPA

Revewing Graphs
Analyzing Chart

Premium Plan

$1400/month

  • Multiple locations - up to 3 hospitals

  • Up to 500 transactions entered per location

  • Reconcile 4-7 bank or CC accts per location

  • Update chart of accounts

  • Record up to 5 journal entries per location

  • Prepare monthly financial statements

  • One hour monthly consultation

  • Unlimited email/phone support 

  • Year-end tax preparation package for CPA

Additional Services:

  • QBO Online Setup - Flat fee $450

  • QBO File Clean-Up (One time fee based on # of years)

  • Payroll Processing - *from $175/month

  • 1099 Preparation and Filing ($40 per form)

  • Year-End Tax Prep Package - $500 per year​

*Pricing based on number of employees and locations.

McCormick

 South Carolina

I have worked with EF Bookkeeping for two years and have been very pleased with the service, communication, and response to questions.
EF does a very good job of explaining any process and will record  your information in a manner that fits your personal record keeping.
I recommend this business without reservation . 

J Mayo

bottom of page