Partnering with the best
Spending hours trying to sort through your receipts and do you own bookkeeping?
Frustrated with trying to learn accounting software?
Think you can't afford to hire an expert?
Let our team of expert bookkeepers give you back your time and peace of mind...
without breaking the bank
Clear Financial Picture
Every month, your accounts will be reconciled and your financial reports will be uploaded into your secure client portal.
Ownership of your data
We use the industry standard for small business - QuickBooks Online. You always own your own data and can access anytime.
Get your time back
With your expert bookkeeper taking care of the data entry, you can focus on growing your business and helping your customers.
Making taxes easy
We don't do taxes, but we'll get your year end tax package ready so your tax preparer has everything they need.
And right now you can get $25 off your first month
Get $25 off your first month when you mention this promo
Here's how it works
Step 1: Click the link to schedule your FREE discovery call
Step 2: We'll reach out to you for an invitation to your QuickBooks Online account
Step 3: Send over any bank, credit card, PayPal, and loan statements
Step 4: Sit back and relax while we do your bookkeeping!
When we're finished, we will send over your Profit & Loss Statement and Balance Sheet for you to review.
If you're happy with our service, we'll send over your custom proposal.
NO ANNUAL CONTRACT.
NO SETUP FEES.
Certified ProAdvisor, Consultant & Founder
I'm a small business owner and mentor from Boise, Idaho who finds purpose in helping other entrepreneurs create profitable businesses. I help small business owners get back their time so they can focus on the what matters most - serving their customers.
10+ years' experience, 130+ client success stories
Graduated with MBA from Boise State University
Certified Public Accountant and QuickBooks Proadvisor
Small Business Mentor and Presenter for SCORE and SBDC
Top-Rated Freelancer featured by Upwork
So, what happens after the FREE discovery call?
If we are a good fit for you, we'll send you a custom proposal for ongoing bookkeeping services. We always offer a fixed monthly rate so you never have to worry about asking questions or surprise bills.
What are the normal monthly rates?
All clients receive a custom proposal based on the complexity and needs of their business. Our monthly bookkeeping packages start as low as $75/month.
What will I need to do each month?
If your bank allows you to set up view-only access, then all you need to do each month is sit back and relax. Otherwise, we'll reach out to you each month for your bank statements. If we have any questions on how to categorize a transaction, we'll send you a quick email with some options to choose from. That's it!
Who do you help?
We love to work with other service-based businesses such as real estate agents and appraisers, dentists, home services contractors, designers, IT support, and more. We also work with real estate investors, flippers and property managers.
What's the normal process?
After the initial onboarding we will update your books on a monthly basis, reconcile all accounts, and have statements uploaded to your SmartVault by the 15th of the month.
Are there any industries you don't work with?
We like to stick to clients we can best serve so we do not work with the following types of clients: Attorneys/trust accounting, Amazon sellers, and clients who need to track inventory
What results can you deliver for my business?
While every business is different, our clients usually come to us because they are too busy to handle their bookkeeping, are overwhelmed by the process, or have been audited. We give our clients peace of mind by ensuring the bookkeeping is always up-to-date and accurate with as little burden on the owner as possible.
How long does it take to catch up my bookkeeping?
Once we have access to QuickBooks Online and all of your statements to reconcile, we can catch up and reconcile about one year of transactions in as little as one week. Before finalizing your statements, we'll also need to schedule a screenshare with you to review.
Can I talk to you before signing up?
Of course! If you want to reach out to our team before signing up, send an email to email@example.com.