Bookkeeping and Controller Services.
We are record keepers and corporate strategists!
Partnering With The Best
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What you’re going to get
Taking the stress out of tax season for small and medium size businesses.
Experience and insight from an
accomplished team of bookkeepers!
One-on-one expert support.
Be confident in your financial records.
We help you catch up your bookkeeping so you’re ready for taxes, loans, or any other financial opportunity in your growing business.
Our Approach to Client Service
How we tailor our services to meet the specific needs of each client:
Initial Consultation: We begin with a comprehensive consultation to understand your business, industry, goals, and challenges. This allows us to create a tailored strategy that aligns with your specific needs.
Customized Service Packages: We offer flexible service packages that can be adjusted based on your business size, industry, and specific requirements. Our a la carte menu allows clients to choose only the services they need.
Industry-Specific Expertise: We continuously educate ourselves on various industries to provide relevant, specialized services. For instance, our experience with construction companies allows us to offer targeted solutions for that sector.
Technology Adaptation: We adapt our technology stack to integrate with your existing systems or recommend solutions that best fit your business processes. Whether it's QuickBooks, Xero, or industry-specific software like Procore, we're flexible.
Scalable Solutions: As your business grows, we scale our services accordingly. We're equipped to handle the evolving needs of startups, small businesses, and growing medium-sized enterprises.
Regular Review and Adjustment: We conduct periodic reviews of our service delivery to ensure it continues to meet your changing needs. We're always open to feedback and ready to make necessary adjustments.
We're more than just bookkeepers – we're partners in your business success. Founded in 2020 by a healthcare veteran turned entrepreneur, our company was born from a desire to support small business owners and solopreneurs while maintaining the flexibility to prioritize family. What started as a leap of faith has grown into a dedicated team of four, including specialized bookkeepers and administrative support, all driven by a passion for empowering businesses.
We understand the challenges of running a small business, which is why we've developed a well-proven system and proprietary training methods to deliver top-notch bookkeeping services at affordable prices. Our a la carte menu and flexible options cater to diverse needs, whether you're looking for comprehensive financial management or just need a few tasks handled expertly. With our efficient workflows and commitment to continuing education, we help you expand your business without expanding your overhead.
At the heart of our service is a deep-rooted understanding of work-life balance and the importance of being there for loved ones – values that not only shaped our company's inception but continue to drive our client-focused approach today. Choose us for bookkeeping services that go beyond numbers, delivered by a team that truly cares about your success.
Step 01
Book a Call
Click the link to schedule your FREE discovery call.
Step 02
Invite Us
We'll reach out to you for an invitation to your QuickBooks Online account and for any bank, credit card, PayPal, and loan statements.
Step 03
Relax
Sit back and relax while we take care of your bookkeeping. We will perform a 50 point review of your books to ensure accuracy and identify any issues that need to be addressed. Once we've completed the review, we'll send over a report with our findings. If you're satisfied with our service, we'll provide you with a custom proposal that's tailored to your business needs.
Ana Gonzales | A-Plus Carpentry, WA.
"I hired Marcia as I desperately needed help making sense of my books a little over a year ago. She cleaned up our books and we are now on track to start job costing per project and allocating more detail into our financial reports. We are very thankful for all her expert advice and her willingness to help our company grow and stay organized."
3 Reasons Why
Every Business Owner
Needs a Quality Bookkeeper
Leave the books to the experts, focus on growing your business!
Reason 01
You don’t have the expertise to handle the bookkeeping yourself.
Bookkeeping might seem easy at first but there’s a lot more to it than just categorizing transactions. You need an expert who can do more than just use the software. You need to know your books are 100% accurate, every time.
Reason 02
You might be leaving money on the table.
Did you know many small business owners are leaving money on the table? If you aren’t getting your invoices out to customers quickly, aren’t getting paid on time, and aren’t following up promptly on past due accounts - then it’s time for us to help you!
Reason 03
You don’t have time to learn how to use QuickBooks.
QuickBooks Online changes everyday. You don’t have the time to keep learning the software and spending hours with QuickBooks support when there’s an issue. That’s my job!
Service Offerings
Here’s how I can help you with All of your bookkeeping needs
Don't let numbers stress you out, hire a bookkeeper without a doubt!
Monthly Bookkeeping Services
Looking for reliable monthly bookkeeping services for your business? We specialize in providing customized bookkeeping solutions to help you stay on top of your finances. Our services include tracking revenue and expenses, reconciling bank and credit card statements, managing accounts payable and accounts receivable, preparing financial statements and reports, and ensuring compliance with tax regulations.
Quarterly Bookkeeping Services
We understand that managing your business finances can be time-consuming and overwhelming, especially when you're busy growing your business. That's why we also offer quarterly bookkeeping services that are designed to provide you with the financial insights you need to make informed business decisions.
Contact us today to learn more about our quarterly bookkeeping services and how we can help your business thrive.
Catch Up & Clean up
Bookkeeping
If you're struggling to keep up with your bookkeeping or have fallen behind on your financial records, we offer comprehensive Catch up and Clean up bookkeeping services to help you get back on track. Our services include reviewing and reconciling bank and credit card statements, categorizing transactions, and identifying and correcting errors in your financial records.
Client Testimonial
Here’s how I can help you with big benefit for your business
Pauli Ochi
Owner of OCHI Projects, CA
Responsive & Reliable
"Marcia has been wonderful to work with. She jumped into our fast paced workflow and quickly implemented new and efficient systems. She responds to requests in a timely and professional manner and is open and responsive to feedback. I look forward to continuing to work with her!"
Evelynne Greenberg-Gomes
Owner of Greenberg Photography
Efficient & Professional
"Marcia was fantastic. She helped with my books last minute and she was wonderful at communicating. Will definitely use her for other projects in the future."
Ray Browning
CEO of Biomotum Inc.
Accessible & Cordial
Marcia has been a great addition to our team. She is our bookkeeper and has done a wonderful job keeping everything in order. She is available, friendly, asks clarifying questions and get the work done on time and efficiently. I would highly recommend her for small business accounting!"
Ready to take your business to new heights?
Book your discovery call now and get a 50-point QuickBooks Checkup, free of charge!
