Bookkeeping Products

Gain Clarity and Confidence in Your Numbers

Streamline Your Bookkeeping Processes

Exact Figures Accounting & Consulting Services now offers affordable bookkeeping products designed to help your business run smoothly and efficiently. With more than 20 years of hands-on experience, owner Marcy Thompson has built and managed a highly successful bookkeeping practice grounded in accuracy, organization, and practical financial systems. Now, she’s sharing that expertise with business owners who want clarity and confidence in their numbers.

Through downloadable, step-by-step guides, Marcy provides simple, easy-to-follow instructions that take the guesswork out of bookkeeping. These resources are created for entrepreneurs who want professional structure without the high cost of ongoing consulting. Each product is built from real-world experience and designed to save time, reduce stress, and improve financial organization.

Whether you’re just starting out or looking to streamline your current processes, Exact Figures gives you the tools to build a stronger, more profitable business with confidence and control.

Downloadable Bookkeeping Tools

Bookkeeping Month-End Checklist

A professional, step-by-step system to close your clients’ books with confidence.

This branded Month-End Bookkeeping Close SOP gives you a clear, repeatable process for closing the books accurately and efficiently every single month. Whether you’re a solo bookkeeper or building a team, this checklist ensures nothing falls through the cracks.

Stop guessing what to do at month-end — follow a proven process and close with confidence.

Inside you’ll get a clean, professional one-page SOP covering:

  • Source document collection
  • Transaction entry & categorization
  • Full account reconciliations
  • A/R and A/P review
  • Payroll verification
  • Adjusting journal entries
  • Financial statement review
  • Sales tax checks
  • Final close + client deliverables

Perfect for:

  • Bookkeepers who want standardized systems
  • Growing firms onboarding team members
  • Virtual assistants handling accounting tasks
  • Anyone ready to run their bookkeeping business like a CEO

Pricing Calculator

Designed for solo bookkeepers who want control — not chaos.

This Pricing Calculator is a pricing system designed to help bookkeepers confidently determine accurate, profitable monthly fees for prospective clients. Rather than guessing or underpricing services, this tool provides a structured framework that blends hourly cost analysis with value-based tiered packaging — ensuring pricing is both strategic and scalable.

A practical system for solo bookkeepers to price cleanup work confidently, protect their time, and stop undercharging.

  • Designed For Solo Bookkeepers Who Want Control – Not Chaos
  • Designed to help bookkeepers confidently determine accurate, profitable monthly fees
  • Eliminates guessing and underpricing with a structured pricing framework
  • Ensures pricing is both strategic and scalable
  • Serves as a practical guidance tool for bookkeepers and accountants
  • Empowers solo bookkeepers to price cleanup work with confidence
  • Helps protect time, margins, and profitability
  • Supports consistent, professional pricing conversations with clients
  • Prevents chronic undercharging and revenue loss