Honestly Bookkeeping

Strategic Financial Infrastructure for Mastery-Driven Businesses

Bookkeeping service (show on map)

Ecosystemic bookkeeping firm helping mastery-driven founders stabilize, strengthen, and sustain their financial systems.

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About

Honestly Bookkeeping was founded by Morgaine Trine to combine her love of travel with her love of managing money. The firm believes business is a living, breathing entity that ebbs and flows, and rejects static, siloed approaches to bookkeeping.

They provide ecosystemic bookkeeping — a continuous, cyclical system where information flows through people and software within the broader context of business operations and tax compliance. Their approach focuses on building foundational and forward-thinking processes that create consistency, confidence, and financial security for clients. They are committed to mastery, sovereignty, persistence, flexibility, and community contributions (2% of revenue to Ekone Ranch, 1% to Stripe Climate).

Ecosystemic bookkeeping approach — views bookkeeping as a living, cyclical system

Focus on financial infrastructure and strategic systems rather than reactive cleanup

Emphasis on mindset, nervous system regulation, and financial security

Custom-built packages rather than one-size-fits-all pricing

Community contributions: 2% of revenue to Ekone Ranch, 1% to Stripe Climate

Services

Ongoing Bookkeeping

Management bookkeeping that ebbs and flows with your business, providing consistency, clarity, and dynamic support.

Transaction categorization Bank reconciliation Preparation of financial statements Financial processes and workflows Yearly financial review CPA/Accountant communication Ongoing email support Workflow upgrades as business changes Periodic financial review calls

Cleanup Bookkeeping

Ecosystemic approach to bringing books current and accurate, focusing on vitality rather than sterile control.

In-depth assessment of current state Identification of factors contributing to delayed/incorrect books Implementation of financial infrastructure VIP Day for cleanup and catchup work Action plan of recommended changes CPA communication as needed

Software Optimization

Help businesses learn what software they need based on their business model.

Xero bookkeeping software American Express Blue Business Cash Credit Card Relay small business banking YNAB personal budgeting software Gusto payroll

CFO Strategy

Strategic financial infrastructure and CFO-level support for mastery-driven businesses.

Financial systems alignment Strategic decision support Cash flow management Business growth financial planning

Credentials & Certifications

B.S. History (Jana)

B.S. Economics (Jana)

B.S. Business Management/Finance (Sarah)

Frequently Asked Questions

What is ecosystemic bookkeeping? +

An approach that views bookkeeping as a continuous, cyclical system where information flows through people and software within the broader context of business operations and tax compliance, rather than a static data-entry task.

Who is a good fit for Honestly Bookkeeping? +

Business owners who have been in business for at least 5 years, know where their expertise starts and ends, are ready to use money in smart long-term ways, and are willing to engage in the process rather than avoid it.

Who should NOT work with Honestly Bookkeeping? +

Those whose mantra is 'hustle, grind, execute,' anyone with financial trauma who needs therapy (they are not financial therapists), anyone requiring HIPAA compliance, or those influenced by 'Guru' culture.

What does cleanup bookkeeping include? +

An in-depth assessment, identification of factors contributing to delayed/incorrect books, implementation of financial infrastructure, a VIP Day for cleanup, an action plan, and CPA communication as needed.

How much does cleanup bookkeeping cost? +

Pricing starts at $1200 depending on scope and complexity. All packages are custom-built to fit exact business needs.

What are the ongoing bookkeeping fee tiers based on revenue? +

Under $250k: fees average over 4%. $250k to $2.5M: fees average 1% to 3%. $2.5M to $5M: fees average 0.5% to 1.5%. Over $5M: fees average under 1%.

What is included in monthly ongoing bookkeeping? +

Transaction categorization, bank reconciliation, preparation of financial statements, financial processes and workflows, yearly financial review, CPA communication, ongoing email support, workflow upgrades, and periodic financial review calls.

What software and services does Honestly Bookkeeping recommend? +

Xero bookkeeping software, American Express Blue Business Cash Credit Card, Relay small business banking, YNAB personal budgeting software, and Gusto payroll.