Consulting Services

Business Consulting

Providing expert analysis and recommendations based on quantifiable data

Helpful Recommendations

By understanding your business and how it works, we provide helpful recommendations to optimize your business growth

Quantifiable Data

We strive to understand your business from the ground up, and numbers tell a great story! We dive into the numbers to tell a holistic story of your business

Up to Date Insights

Understanding where your business sits at any given time is crucial for making timely decisions. We utilize up-to-date reports to aid in decision-making

What is Business Consulting?

Business consulting is a broad topic to describe the act of helping businesses with growth in any number of ways.

At Coastal Bookkeeping we focus on gathering quantifiable insights through balance sheets, profit loss statements, and so on to make informed business decisions. From there we continue to update the records to have an up-to-date look at the business at all times. With up-to-date data, we help businesses make timely and effective business decisions.

Have Questions?

Click the button below to see if we would be a good fit!

Work "ON" not "IN" your business

Our Process

Easy Step Process


Initial Phone Conversation to determine needs and how Coastal Bookkeeping Services can provide value

First Step
Fee Determination

We will take a look into your current financial circumstances and determine a corresponding fee

Second Step
Written Proposal

If the Fee is accepted, Coastal Bookkeeping Services will put together a written proposal to get started

Third Step
Partnering With Your Business

Providing Helpful Insights

Do What You Do Best

We nerd out on the numbers, so you don't have to. Our goal is to let you focus on what you do best, and we can provide knowledgeable insights to grow your business.

Ongoing Support

Our goal is to partner with your business to foster growth and reach goals. We are not an organization that puts together a plan and departs, we want to see it through.

All Size Businesses

Over the years we have helped businesses of all sizes grow and prosper through quantifiable recommendations.

african american male business owner

Our Clients Reviews

Beverly Cole-Luchansky
Beverly Cole-Luchansky
Coastal Bookkeeping assisted me and my accountant with re-preparing books for five years of income taxes filings for my business. Kevin was able to get my books in great standing within five weeks. He meet the accountant's strict deadlines and made the entire experience run smoothly for me. He was extremely knowledgeable, professional and communicated with me throughout the entire process. Give them a try, you won't find a better company to work with.
Brody Rotzoll
Brody Rotzoll
Coastal Bookkeeping has done an amazing job with cleaning up our companies books. There is nothing like being able to work on your business instead of inside your business. Thank you Kevin for everything!
Kevin Thomas President Photo

Business Inquiry

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