Bookkeeping Solutions, Redefined.
At Entrust, we believe bookkeeping should do more than keep your numbers organized. It should give you the clarity, confidence, and support to run your business successfully. Whether you need reliable bookkeeping, hands-on financial management, or forward-looking advisory services, Entrust delivers the financial expertise and insights you need to make informed decisions and move your business forward.
Does this sound like you?
You work for yourself. Go you!
Running your own business means having the freedom to do things your way. But it also means wearing a lot of hats, and let's face it, managing the books probably wasn't why you started your business.
You keep putting off working on your business finances.
You're not entirely sure if you're recording transactions correctly—or if your financial reports are even accurate.
Your revenue is growing, but somehow your profits aren't keeping up.
You're unsure how much you can afford to pay yourself while keeping your business financially healthy.
Tax season feels more like a nightmare than just another deadline.
Let's take you from overwhelmed and uncertain to confident.
OUR SERVICES
Whether you're just getting started, managing a growing business, or planning your next big move, Entrust offers tailored done-for-you bookkeeping, financial management, and advisory solutions to meet your needs. Our flexible service plans provide the right level of support today, with the expertise to grow alongside your business.
Entrust Essentials
Reliable bookkeeping. Clear financials. Complete peace of mind.
Best for small business owners who want accurate, organized financials without the hassle of managing their own books.
What's Included:
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Accounting software subscription (QuickBooks Simple Start, Plus, etc.
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Monthly categorization of all business transactions
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Monthly reconciliation of the business bank accounts & credit cards
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Monthly financial statements
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Additional reports as needed
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Unlimited support via email
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Communication and collaboration with your CPA
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Annual 1099 filings
Prices between $350 - $500 per month
Entrust Growth
More support. Less busywork. Room to grow.
Best for growing businesses ready to delegate their day-to-day financial operations and gain a deeper understanding of their performance.
What's Included:
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Everything that is included in Entrust Essentials
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Invoicing (Accounts receivable management)
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Bill payments (Accounts payable management)
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Payroll management for S corps
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Monthly financial reporting package & recap
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Quarterly financial review call
Prices between $750 - $1,200 per month
Entrust Advisory
Beyond bookkeeping. Financial clarity for smarter decisions.
Best for established, growth-focused businesses that want a strategic financial partner to help plan for the future.
What's Included:
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Everything that is included in Entrust Essential and Entrust Growth
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Budgeting and variance analysis
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Cash flow forecasting
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Monthly owner advisory call
Prices between $1,500 - $3,000 per month
Find the right financial support for every stage of your business.
Focus On Growing Your Business, Entrust the Rest to Us.
As small business owners, the best use of your time and energy is through pursuing your passion. You can entrust us to take the financial responsibilities off your plate so you can have the freedom to grow the business you've worked so hard to build.
DIY + SUPPORT
Not ready to hire a bookkeeper? Our do-it-yourself templates give you professional, organized financials at a price that fits your budget. Choose from two bookkeeping templates for your business finances and two budgeting templates for your personal finances. Built by Entrust, each template works in Excel or Google Sheets and comes with step-by-step instructions, so you can get started right away.
Basic Bookkeeping Template
Clean books without accounting software.
Best for freelancers, side businesses and small service or retail businesses that get paid at the time of sale and want accurate, organized books without paying for accounting software.
What's Included:
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Automatic categorization rules
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Profit & loss, balance sheet and cash flow by month
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Bank reconciliation and month-end close checklist
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Dashboard with key numbers and trends
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Works in Excel and Google Sheets, with a step-by-step guide
Price: $49
Personal Budget Template
Know where every dollar goes, and where you stand.
Best for individuals and families who want a clear monthly plan, a path out of debt and a simple view of where they stand financially.
What's Included:
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50/30/20-style budget by Needs & Debt, Wants and Savings
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Debt payoff planner (Avalanche or Snowball)
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Savings goals with target dates
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Retirement calculator
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Net worth snapshot
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Works in Excel and Google Sheets, with a step-by-step guide
Price: $19
Ultimate Bookkeeping Template
Full-featured bookkeeping for growing businesses.
Best for growing small businesses that send invoices, pay vendors on terms, collect sales tax or pay contractors, and want full control of their finances in one place.
What's Included:
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Everything in the Basic Bookkeeping
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Invoicing with printable invoices, payment tracking and aging
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Bills and accounts payable with cash planning
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Mileage log at the IRS standard rate
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Sales tax tracker with filing due dates
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Fixed assets with depreciation
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Loan amortization
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1099 vendor tracking with W-9 reminders
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Works in Excel and Google Sheets, with a step-by-step guide
Price: $89
Complete Money Planner
Plan your money, then see how you actually did.
Best for budget-minded households ready to track every dollar, compare spending to their plan, and build lasting money habits month after month.
What's Included:
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Everything in the Personal Budget
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Spending Log with category drop-downs
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Monthly budget vs. actual, with overspending flagged
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12-month spending summary and chart
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Works in Excel and Google Sheets, with a step-by-step guide
Price: $29
Single Bookkeeping Session
A one-time, no-commitment call with a bookkeeping professional. Bring your questions — setting up your books, cleaning up categories, using your template, or what to do next — and leave with a clear plan to get on the right track.
What's Included:
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A 1:1 90 minute video call
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A recording of the call that you can play back anytime
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A follow up recap email including recommendations and directions on what to do next
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Two weeks of email support after your call
Price: $269
HI THERE,
I'm Jessie Jackson, CPA.
Numbers have always just made sense to me. I graduated from Leeds School of Business at the University of Colorado in Boulder, CO with a masters in accounting. My career started in assurance at PwC where I provided audit services to both public and nonpublic companies. From there, I moved into financial advisory services where I helped businesses solve complex technical accounting matters and optimize their accounting processes. With over 10 years of experience in the accounting industry, I have always loved being able to help businesses get a handle on their finances and I saw the potential there was in owning my own business. Just like you. With that, Entrust was born.
I believe I can create real value for small businesses. I want to help you realize your goal of keeping current, accurate and accessible financial information so that you can run a successful business and get back time and energy to put towards the people/things you cherish most.
Let's connect and begin a valuable partnership.
Think we'd be a good fit?
Schedule a free discovery call.
What countries do you provide services for?
We currently provide services to US based businesses.
Although we are based in Parker, Colorado, we operate fully virtually.
Do you provide tax services?
We can help with filing your sales/use tax payments but do not provide any other tax services.
We can provide you with referrals if you are looking for a CPA/tax accountant. We do offer coordination with your CPA/tax accountant to provide any documentation and reports they may need as well as answer any questions they have in regards to your bookkeeping.
Why do I need a bookkeeper if I already have an accountant?
Great question! While accountants and bookkeepers work closely together, they often serve different purposes.
Your accountant or CPA typically focuses on tax planning, tax preparation, and ensuring your business meets its tax obligations. A bookkeeper, on the other hand, keeps your financial records accurate, organized, and up to date throughout the year.
Depending on your needs, bookkeeping services can also include managing invoices, paying bills, coordinating payroll, and preparing financial reports.
At Entrust, we work alongside your accountant to make sure they have the information they need when they need it. That means fewer surprises, a smoother tax season, and a clearer picture of your business's financial health year-round.
Now your next question might be... can't I just do the bookkeeping myself?
Absolutely! But the better question is: Is that really the best use of your time?
While doing your own bookkeeping might save you money upfront, it can also come with hidden costs. Misclassified transactions, missed deductions, inaccurate financial reports, and hours spent trying to figure out why your accounts don't balance can quickly add up.
That's where Entrust comes in.
We take the bookkeeping off your plate, help you avoid costly mistakes, and provide reliable financial information so you can spend less time buried in spreadsheets and more time doing what you love.
Sounds great! So, how do we get started?
We're glad you asked! Getting started with Entrust is simple, and there's no pressure or obligation.
Step 1: Let's Chat
We'll schedule a complimentary consultation to get to know you, discuss your challenges, and learn what you're looking for in a financial partner.
Step 2: Find Your Perfect Fit
Based on your needs, we'll recommend the Entrust service package that makes the most sense for your business—Essentials, Growth, or Advisory—and prepare a customized proposal outlining your services and monthly investment.
Step 3: Let's Get to Work!
Once you're ready to move forward, we'll finalize our engagement agreement, get everything set up, and start taking those financial responsibilities off your plate.
Ready to spend less time worrying about your finances and more time growing your business?
Let's get started!