Bookrite Bookkeeping

Serves Beaverton, OR

35244

Hired 8 times

1 employee

4 years in business

$60/hour

5.0

This pro accepts payments via Cash, Check, Credit card, PayPal, Square cash app, Venmo, and Zelle.

Next Service

Hours

Sun Closed
Mon 8:00 am - 5:00 pm
Tues 8:00 am - 5:00 pm
Wed 8:00 am - 5:00 pm
Thurs 8:00 am - 5:00 pm
Fri 8:00 am - 5:00 pm
Sat Closed

Introduction

As a former Quickbooks ProAdvisor, current Accountant manageger & Enrolled Agent, I have effectively cleaned books, managed transactions, and analyzed financial statements for various clients. Helping many service businesses get their books in order has given these businesses like yours the ability to focus on their work and customers, not the papers. Put your book-work on me! Certified by the National Bookkeepers Association and graduate of the Bookkeepers Launch program, you can feel safe that your books will be organized, efficient, and you will have a professional to help you make financial business decisions. As a former business owner, the last part of the business I wanted to focus on is the paperwork/book work. I spent my time mostly how to improve my services and problem solve situations on the job site that kept my customers amazed at the quality of work I provided. It was hard to find time every week/month to keep my books up to date. My extra time after coming home was to be spent with the family. Plus, I had to learn a whole new set of skills that I thought had nothing to do with being out in the field. In this, I can help other business owner’s cut the chain of the books so that they can focus on their services and customers. My expertise offers business owners little time to spend on their books, tax prep, and studying how to understand financial statements. If your a small business owner in the service industry, please reach out to me to schedule a time we can discuss your bookkeeping needs!

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Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

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Our pricing is based off of the number of transactions, accounts, employees, & reporting desired. Every company is different! Reach out to start the proposal process!

What is your typical process for working with a new customer?

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Let's start by connecting by phone or via online platform. We like to review our customer's needs and gather some basic information regarding your workflow on a monthly basis. We then will draw up a proposal, set up a time to meet, review, and sign the proposal to start helping your company's financials!

What education and/or training do you have that relates to your work?

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Quickbooks Online ProAdvisor Graduate of Bookkeepers Launch Certified by National Association of Certified Public Bookkeepers

How did you get started doing this type of work?

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I ran my own business for 8 years. Since I was the business owner, I kept my own books. With the help of fellow CPA's, I was able to gain much experience in accounting and analyzing my own financial position. Seeking to further my knowledge and career, I become a QBO ProAdvisor and started working for Intuit. Sold my business and now pursuing to help other business grow and become successful.

What types of customers have you worked with?

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Small to medium size business. Various experience with: service industry, retirement homes, retail, consulting, fitness, recycling, equipment management, and more.

Describe a recent project you are fond of. How long did it take?

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My monthly projects in preparing company financials are what I am most fond of in my practice. Giving the client an overview of the financial position at the end of each month helps them understand where their money is going and how to invest it best in their company.

What advice would you give a customer looking to hire a provider in your area of work?

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Communicate your needs/struggles! I want to help you in your business and help you alleviate accounting & financial worries.

What questions should customers think through before talking to professionals about their project?

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What is it regarding accounting for my business that I need the most help? What frustrates me the most with keeping my books in order? Which services from a bookkeeper would benefit me the most?

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