We take pride in offering individualized, customized service to each of our clients. Whether you need bookkeeping services or help with setting up or cleaning up your accounting software, we’ve got you covered!
Services to Setup, Cleanup & Keep Up your Business Financials for Success
We take care of entering & reconciling your business transactions and entering invoices and payments to make sure your books are clean and ready.
You'll get all of the benefits of our monthly bookkeeping but completed quarterly. This service includes:
Not ready to hire a bookkeeper, but need a trusted advisor who can answer questions for you and help you navigate QuickBooks Online? Sign up for our Starter Success Subscription, and have access to an exclusive email address to answer your questions and receive responses to your questions within 24 hours!
Whether you need help with apps to increase productivity, a better understanding of your cash flow or help with projections, we've got you covered.
As one of our monthly bookkeeping clients, enjoy additional Advisory Services at a discounted flat-rate monthly fee. Services include:
Love your current bookkeeper or going the DIY route, but need help with more complicated financial forecasting and planning? Need an advisor to help you think through your various ideas and plans? Use our standalone Advisory Service to take your business to the next level.
Need some help with basic bookkeeping using QuickBooks Online but aren't ready to hire a bookkeeper? Our Simple Success classes are for you! Simply fill out our contact form, and we will reach out to schedule a 2-hour training personalized for you! We can use either your own QuickBooks file or a sample company we have available. Happy learning!
Other services are similar to a doctor's office, making you wait forever before your question is addressed. I developed and we honor a 24-hour turnaround time for all client emails.
In addition to being a business owner, I am a professionally-trained efficiency expert. I have developed and implemented systems, like the Simplified Workflow, as part of your client experience, to ensure all bookkeeping tasks are handled efficiently.
Our first step with each potential client is to conduct a no-cost Discovery Call. If you decide to continue with us, we quickly turn around a contract and schedule your Onboarding Meeting at your convenience. In this meeting we cover all aspects of our partnership including document storage, communication plan and recurring activities.
We stay engaged in the technology that is changing the bookkeeping and accounting space in the following ways:
Even though we do our best to know our service and offer it with excellence, we will not know the answer to every question and situation. However, rest assured if we don't know the answer, we will tell you, and we will circle back with the answer once we get it!
In today's virtual world, it is easy to feel like you are lost and "just a number" with some service providers. Not with us at Simplified Bookkeeping! Your account is assigned to one person, NOT a team! Also, though we are virtual bookkeepers, we offer you the opportunity to join us via video call for your monthly review. We want to know you, your family AND your business!
This video is a casual conversation from our owner and President, Maria Weaver, discussing: