Clean Books.
Fixed Fee.
No Stress.

Monthly support, reconciled reports, and clear communication.
Starting at $500/month

Modern bookkeeping,
done right.

No Hourly or Surprise Fees

Fixed Monthly Pricing

Hands-on Onboarding

Real Estate + Small Business Expertise

Friendly, Fast Communication

Coastal Financial Works is a Central Coast bookkeeping service designed to make running your business simpler.

We combine the personal touch of a small business with the flexibility of an outsourced team, giving you the best of both worlds—so you can manage your business with ease, clarity, and confidence.

FAQs

  • The base plan covers all the essentials:

    • Monthly reconciliations of your bank and credit card accounts

    • Transaction categorization

    • Monthly reporting (P&L and balance sheet)

    • Light forecasting and cash flow insights

    • Ongoing support

    • Your QuickBooks Online subscription is also included—no separate software bill.

  • Not at all. We’re happy to collaborate directly with your CPA for tax prep and filings. If you don’t have one, we can refer you to someone from our trusted network. Either way, we help make year-end easier for everyone.

  • Yes—we work with businesses remotely across the country.
    That said, if you’re based in Santa Barbara, we offer in-person onboarding to make setup smoother. After that, we shift to remote support to keep things efficient and cost-effective.

  • Once we understand your current setup, we’ll organize your books, set up software (if needed), and walk you through how we’ll handle things moving forward. It’s designed to be smooth, quick, and collaborative.

Real Support. Real Results.

  • "They helped us go from messy spreadsheets to a system we can actually rely on. I finally understand where our money’s going—and where it’s coming from."

    Laurie P, Retail Business Owner

  • "As a solo consultant, I used to dread bookkeeping. Now it’s handled every month without me thinking about it. Worth every penny."

    Jamie K, Leadership Coach

  • "We manage five properties across two states. Coastal Financial Works got our reporting dialed in and helped us prep cleanly for our lender."

    Lindsey B, Real Estate Investor

Want the full breakdown?

We keep things simple: one monthly rate, optional add-ons, and a clear path to getting started.

see what’s included ⟶

Schedule Your Free Consultation

Not sure if we’re the right fit?

Let’s hop on a quick call and find out—no pressure.