About Elite Bookkeeping Services
We specialize in providing tailored bookkeeping solutions for your business. Our mission is to help your business achieve financial clarity and success, allowing you to focus on what you do best—growing your business.
Hi, I'm Amy Wagner!
Meet the Founder
I love to help businesses be successful. Let’s talk and see how I can help your business!
Location
Cape Coral, Florida
Professional Experience
10+ Years Managing Businesses and Their Books
Certifications
- Certified Quickbooks ProAdvisor
- Clear Path to Cash Professional
- Member of the American Institute of Professional Bookkeepers
Special Experience
Certified Veterinary Technician
Education
University of South Florida
Your Success is Our Success
My Dedication to Your Business
My passion lies in helping businesses develop and adhere to budgets that save money—because I love saving money! Inspired by financial gurus like Suze Orman and Dave Ramsey, I enjoy demystifying financial reports, ensuring you truly understand your business’s financial health. There’s nothing more satisfying to me than cleaning up books, reconciling accounts, and making sure everything makes perfect ‘cents.’ Yes, I really do love numbers that much!
I’m excited to bring my passion and skills to Elite Bookkeeping Services, guiding businesses like yours to make financially sound decisions and gain clarity about their operations. Thank you for considering us as your bookkeeping partner.
Warm regards,
Dedicated Professionals Committed to Your Success
Meet Our Team
Our team of experienced financial experts is passionate about providing personalized bookkeeping solutions to help your business thrive.
Erin
Executive Administrative Assistant
Hi! I’m Erin and I have a heart to help wherever I can! I live in a small town in southern Idaho with my husband and two little adventurous boys. Life is never dull around my house!
With over a decade of specialized experience in executive administrative support and customer service, coupled with nearly seven years dedicated to assisting small business owners and bookkeepers with all their bookkeeping requirements, I bring a wealth of expertise to the table.
Jamison
Lead Bookkeeper
Hey! I’m Jamison, and I bring over fifteen years of bookkeeping and account management experience to the team. With a bachelor’s degree in Business Management and a diverse background of working with all types of businesses—from small businesses to large corporations, nonprofits to for-profits, and everything in between—I have seen it all. As a proud father of two, an active musician, a loving husband, and a dog owner, I keep my head and heart full and happy.
Why Choose Us?
Discover how our tailored bookkeeping solutions have transformed businesses just like yours.
Expertise
Our team has extensive experience and is well-versed in the latest accounting software and practices.
Customization
We tailor our services to fit your specific needs, ensuring you get the most value from our partnership.
Security
We prioritize the security of your financial data, using state-of-the-art encryption and security protocols to protect your information.
Customer Focus
Our clients are at the heart of everything we do. We pride ourselves on our responsive and personalized customer service.
Pricing
Choose the monthly pricing package that works best for your business.
Startup
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Recording, classifying, & reconciling up to 3 accounts
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Up to 150 transactions
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3 monthly financial reports
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Monthly video analysis of reports
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Unlimited email support
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Access to a secure client portal
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No monthly contract*
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Budgeting & cash flow management
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Basic tax preparation & planning
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Annual financial health check-up
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Monthly newsletters with financial tips & industry updates
Standard
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Recording, classifying, & reconciling up to 4 accounts
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Up to 250 transactions
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3 monthly financial reports
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Monthly video analysis of reports
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Unlimited email support
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Access to a secure client portal
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No monthly contract*
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Advanced budgeting & forecasting
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Tax planning & advisory services
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Quarterly financial health check-up
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Monthly newsletters with financial tips & industry updates
Premium
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Recording, classifying, & reconciling up to 5 accounts
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350+ transactions
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3 monthly financial reports
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Monthly video analysis of reports
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Unlimited email support
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Access to a secure client portal
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No monthly contract*
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Comprehensive financial analysis & strategic planning
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Tax planning & advisory services
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Quarterly financial health check-up
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Payroll processing
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Monthly newsletters with financial tips & industry updates
*30-day notice required to cancel.
Get Started with Expert Bookkeeping Today!
Ready to Transform Your Finances?
Experience the benefits of tailored financial services designed to help your business thrive. Contact us now to schedule your free consultation.
