Bookkeeping Services That Don’t Make Your Head Hurt

Monthly Bookkeeping Services

You’re busy. So we handle your books each month—reconciling, categorizing, and reviewing. By the end of the month, you get a clear picture of your finances. No math headaches.

QuickBooks Setup and Training

Starting from scratch? We’ll set up QuickBooks the right way. Need to learn it? We’ll show you how to use it without making you feel dumb. Real talk. Real help.

QuickBooks Troubleshooting and Cleanup

Books a mess? It happens. Old accounts, missing info, duplicate charges—we’ve seen worse. We fix it and make everything make sense again.

QuickBooks Consulting for Seattle Businesses

If you’re in Seattle and using QuickBooks, we’ll help you get the most out of it. Whether it’s setup, cleanup, or figuring out why something’s off, we’re here for it.

Accounts Payable Management

You get bills. We organize and pay them. No missed due dates, no late fees, no forgetting the electrician you hired last month.

Accounts Receivable Processing

Waiting to get paid? We create and send your invoices, keep track of what’s outstanding, and follow up when folks are slow to pay.

Invoice Management and Generation

We help you create invoices, send them out, and keep everything organized. Whether you’re billing hourly or flat-rate, we’ll make it simple.

Bank Reconciliation Services

Every transaction is matched to your bank account. No more wondering if a charge got missed or if your balance is off.

Credit Card Reconciliation

We do the same thing for credit cards. Every swipe gets tracked. Every payment gets logged. You’ll know what was spent and where.

Expense Tracking and Categorization

No more mystery charges. We sort every expense into the right category so you can see where your money goes and claim every write-off you’re allowed.

Monthly Financial Statement Preparation

Profit & loss, balance sheet, cash flow—we send reports that show what’s really going on with your business. And we explain them in plain language.

Month-End Closing Services

At the end of each month, we make sure everything’s locked in. Bank accounts, credit cards, invoices—all checked and balanced so you’re ready for what’s next.

Payroll Processing and Management

Need to pay employees or contractors? We handle all the payroll stuff—taxes, forms, direct deposit—so you don’t have to stress about messing it up.

Sales Tax Filing and Compliance

Sales tax rules are confusing. Especially across states. We figure out what you owe, file it, and keep you on the right side of the law.

1099 Preparation and Filing

Got contractors? We track what you’ve paid them and send out 1099s at the end of the year. Done and done.

Tax Preparation Assistance

We don’t file taxes directly, but we make sure your books are ready. We work with your tax pro to get everything organized and accurate—no missing info, no back-and-forth.

Year-End Financial Preparation

The end of the year shouldn’t feel like a panic attack. We prep everything you need—clean reports, categorized expenses, and summaries that make sense to your accountant (and you).

Cloud Accounting Setup and Migration

Still stuck in Excel or using paper? We’ll move you to the cloud—QuickBooks Online, Xero, whatever works best. Easy to access, easy to share.

Bookkeeping Catch-Up Services

Fell behind? You’re not the only one. Whether it’s two months or two years, we’ll catch it up without the guilt trip.

Financial Training for Business Owners

Want to understand your numbers without becoming an accountant? We do one-on-one sessions to teach you the basics. We explain it like a friend, not a finance textbook.

Financial Literacy Workshops

Sometimes we host short workshops (in person or online) to teach folks how to manage cash flow, read reports, and avoid common money traps. No jargon. Just helpful stuff.

Cash Conversion Cycle Optimization

This one’s fancy-sounding, but here’s what it means: we help you speed up how fast money moves through your business. Faster payments, less stuck inventory, tighter cash flow.

Small Business Bookkeeping

This is our sweet spot. Family-owned shops, freelancers, side hustles—if you’re running a small business, we’ll help you stay on top of your books without making it complicated.

Restaurant Bookkeeping

Restaurants are wild. Cash tips, rotating staff, inventory that walks out the door. We help you track it all and keep margins in check.

Retail Bookkeeping

Sales, returns, inventory, daily close-outs—we help retail shops stay organized and ready for tax season, audits, or growth.

E-commerce Bookkeeping

Selling on Amazon, Shopify, Etsy, or somewhere else? We sync your platforms, clean up merchant deposits, and track fees so your books reflect reality.

Construction Bookkeeping

You’ve got projects, not paychecks. We help you track deposits, labor, change orders, and job costs so you’re not losing money on underbids.

Nonprofit Bookkeeping

Grants, donations, restricted funds—it’s a whole different world. We help nonprofits stay compliant, track every dollar, and keep reports ready for board meetings, audits, and funders. Whether you’ve got one program or ten, we’ll help you keep it all straight.

You Don’t Have to Do This Alone

Most of our clients aren’t looking for perfection. They just want someone to take the weight off and give them real answers. We do that—with no stress, no judgment, and no confusing spreadsheets.

We work with folks in Seattle WA, Portland OR, Memphis TN, and all across the country. If you’re ready to stop fighting with your books and start feeling in control, we’re here.

Why Bookkeeping Matters for Small Business Financial Health

Small business owners who manage their own books spend an average of 10 to 20 hours per month on financial tasks — time that translates to $6,000 to $15,000 in lost productivity annually, according to industry estimates from CSI Accounting. For businesses that also handle their own billing, that figure climbs to 25 hours per month.