Bookkeeping Services That Bring Clarity and Confidence
From setup and catch-up work to ongoing bookkeeping, payroll, and reporting, Lisa tailors her services to each business’s needs. She works remotely with new and established small businesses nationwide.
What We Do
How We Can Help
Get the bookkeeping essentials handled: organized transactions, reconciled accounts, payroll support, and reports you can use to make decisions. Lisa can also help clean up overdue records and prepare for year-end.
Ongoing Bookkeeping & Reconciliation
The routine details matter. Transactions are categorized and bank and credit card accounts reconciled, giving you a clearer picture of what came in and went out.
Cleanup, Catch-Up & Setup
Books behind? We work through past transactions and bring records up to date, including QuickBooks cleanup. For a new business, we can help set up accounts and a process you can maintain. We work with QuickBooks Desktop and QuickBooks Online.
Payroll Support
Paying people involves more than running payroll. We help with processing, pay records, and payroll tax filings based on your business’s pay schedule. We can also work with Patriot Software when it fits your setup.
Accounts Payable, Receivable & Invoicing
We track bills, customer invoices, and payments so you can see what’s due, what’s outstanding, and what needs follow-up.
Sales & Excise Tax Reporting
We help organize the records and prepare the figures needed for sales and excise tax reporting, so each reporting period starts with information you can check and use.
Financial Reports & Year-End Preparation
Profit and loss and balance sheet reports show how the business is doing and what it owns and owes. We also organize records for your CPA at year-end.
Bookkeeping Support for Contractors and Construction Businesses
Construction work brings paperwork that has to stay connected to the books, including payroll records and, for some contractors, prevailing wage and certified payroll documentation. Lisa owned a construction business for more than 30 years. She understands why those details need to be easy to find, and we help keep the records organized as the work moves forward.
Who We Help
Businesses We Serve
Every business has its own mix of transactions, bills, payroll, and reporting needs. We tailor the bookkeeping work to the records you need kept current. We serve clients in East Texas and Eastern Washington and work remotely with businesses nationwide.
WHY IT MATTERS
What Organized Books Help You See
With current records, you can see what came in and went out, which bills and customer invoices need attention, and what your financial reports say about the business. Organized records also give you a better starting point when it’s time to share information with your CPA.
Construction & Contractors
Keep job costs, bills, and payroll organized from one project to the next.
Trucking Companies
Keep operating expenses, customer invoices, payroll records, and reconciliations organized so you can see what has been paid and what still needs attention.
Retail Businesses
Bring sales transactions, vendor bills, expenses, and sales tax figures into orderly records that support useful financial reports.
Service Businesses
Track invoices, customer payments, and routine expenses so you can follow up on outstanding amounts and understand what the work brings in.
Healthcare Administration
Lisa’s experience in healthcare administration informs her approach to office records, including bills, payroll information, reconciliations, and reports.
These are some of the businesses we know well. If yours isn’t listed, let’s talk about the bookkeeping and reporting you need.
WHY IT MATTERS
What Organized Books Help You See
With current records, you can see what came in and went out, which bills and customer invoices need attention, and what your financial reports say about the business. Organized records also give you a better starting point when it’s time to share information with your CPA.
How We Work
Whether you need a new setup, catch-up work, or ongoing support, Lisa starts by understanding your records and priorities.
01 · Request a Consultation
Tell Lisa about your business, your current bookkeeping, and where you need help.
02 · Review the Records
Lisa looks at your setup and the work needed to get your books organized or keep them current.
03 · Receive a Custom Proposal
You receive a proposed scope of work based on that review.
04 · Get Started
Once you agree on the scope, Lisa begins the setup, cleanup, or ongoing work outlined in the proposal.
Ready to Get Clarity in Your Business?
Let's discuss your business and create a bookkeeping solution that works for you so you can focus on what you do best.
Good books.
Good decisions.
Stronger businesses.