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Bookkeeping for Financial Advisors

Spend time on your clients, not your books

Bring balance to your books and business

XYPN Books is a bookkeeping service that works solely with financial advisors. We understand the ins and outs of the bookkeeping side of a financial advisory practice.

XYPN Books was created to take a very important, non-revenue generating activity off an owner's plate, allowing the owner to focus on what they do best: working with clients.

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Bookkeeping Services

The Monthly Bookkeeping service provides financial advisors with month-end, reconciled financials for management use and decision-making. Your accountant will work with you on a monthly basis to ensure that your transactions are accurately recorded. We will also help you navigate QuickBooks Online and teach you how to develop customized financial reports to obtain the information you need to run your business.

Monthly Bookkeeping
Monthly fee based on your firm’s gross revenue and number of accounts reconciled.
$200+
/mo*
Get started ↗
Onboarding process includes:
Reviewing and modifying the chart of accounts
Reviewing balance sheet
Two hours of books cleanup
Training and ongoing resources on QuickBooks
* A one-time onboarding fee of $525 applies.
Non-member pricing available upon request.
XYPN Members Only ↓

Setup & Training

$445
  • Books set up to meet your state's requirements
  • Guidance getting started keeping your own books
  • Chart of Accounts set up (recommended by Michael Kitces!)
  • Receive QuickBooks navigation training and ongoing resources

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NEED FINANCIAL STATEMENTS FAST?

+ $199

Jumpstart your Setup & Training with a focused, 30-minute call scheduled within two weeks of signing up. We’ll collect your key financial data and deliver your financial statements within one week, pending access. If your state requires financials for registration, you’ll get what you need faster—so you move forward with confidence through Setup & Training.

Power profitability with QuickBooks

Sign up for Monthly Bookkeeping or Setup & Training and get QuickBooks Online at a discount.

Complexity fee may be added for profit-first accounting, class transactions, or other specific situations.

Build a Chart of Accounts that keeps your books balanced.

Get the Guide ↗
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Bring balance to your books and business

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