No you don’t. Creel Advisory is designed to fully replace the need for an in-house bookkeeper. We handle everything remotely, securely, and reliably — without the cost of payroll, benefits, or training an internal hire.

You’ll receive access to your own secure client portal. From there, you can upload bank statements, receipts, and other documents directly to your file. You can also sync your bank accounts and accounting software for real-time data access.

We update your books on a monthly basis, with real-time tracking for clients on our Growth and Executive packages. You’ll receive monthly financial statements and can reach out anytime for updates or clarification.

Yes. We use encrypted, secure portals for all data transmission, bank-level security integrations, and industry-compliant cloud storage. Your financial data is confidential, protected, and never shared with outside parties without your permission.

Creel Advisory offers full-service monthly bookkeeping, financial reporting, sales tax filing, payroll setup and processing, accounts receivable/payable management, and business credit building. We also offer a la carte options like historical cleanup, 1099 filing, and year-end tax prep support.

Accurate bookkeeping is the foundation of a healthy business. It helps you track profitability, manage expenses, stay tax-compliant, and make smart financial decisions. Without clean books, you’re flying blind — and risking penalties, missed deductions, or poor growth planning.