Hello, welcome to

Bookkeeper Friend!

We offer tailored bookkeeping services to provide business owners with essential financial support.

From maintaining accurate records to streamlining tax preparation, our mission is to ease the burden of financial management, freeing business owners to focus on what they do best—running their business.

Learn about our services

    • We’ll meet to learn about your business, current accounting system, and take a closer look at your bookkeeping needs

    • We’ll set-up or takeover your Quickbooks Online file

    • We’ll clean up your QuickBooks Online file and ensure your books are accurate and up-to-date

    • Categorization of transactions

    • Receipt management

    • Bank & credit card account reconciliation

    • Monthly preparation and presentation of Financial Reports

    • Ongoing communication and support

    • Tax documentation support, including direct collaboration with your tax professional

    • (Optional) Add-ons: 1099-filing, payroll management, monthly budgeting, monthly benchmarking, and sales/use tax reporting.

    • Legal business advice

    • Tax preparation

    • Manual Payroll (we work with your payroll company)

    • On-site bookkeeping

Monthly Bookkeeping Service Breakdown

  • Categorization of Transactions

    We track, categorize, and optimize your expenses to maintain financial control, maximize tax savings, and ensure accurate financial reporting.

  • Receipt Management

    We link your provided receipts to their corresponding transactions, ensuring verification, fraud detection, and audit readiness.

  • Bank & Credit Card Account Reconciliation

    We reconcile your business accounts monthly by comparing recorded expenses to bank statements, ensuring accuracy, identifying discrepancies, and preventing potential fraud.

  • Financial Reporting

    We deliver monthly, quarterly, and annual financial statements, providing valuable insights to support informed business decisions.

  • Ongoing Support

    We are dedicated to providing prompt, responsive service, ensuring that all inquiries are addressed within two business days.

  • Tax Documentation Support

    We prepare year-end financial documents and work directly with your tax professional to ensure seamless tax filings.

Not sure what to expect? You’ll be seamlessly guided through our client onboarding process.

  • Want to learn how we can support you and streamline your financial management? Just fill out the Contact Form below to get started!

  • We’ll kick off the process by scheduling a Discovery Call to introduce ourselves, learn about your business and review your bookkeeping needs more in-depth.

  • In addition to the information we learn during the Discovery Call, we'll take a look at your books, bank statements and other reports to determine our scope of work.

  • After defining the scope of work, we will provide a tailored proposal outlining the cost of services to meet your business's specific needs.

  • Once you’ve reviewed the proposal and are ready to move forward, we’ll send you an engagement letter to formalize our partnership!

  • We’ll begin gathering the necessary information and documentation to get started on your business's bookkeeping.

  • We will conduct a thorough review, correction, and organization of your existing records to ensure your books are accurate and up-to-date!

  • We’ll ensure your financial records remain up to date, accurate, and organized on a regular basis and are prepared for tax season.

Get a free consultation to see if it’s right for you.

Meet Your Bookkeeper

Hello, I’m Kelly, the Owner and Operator of Bookkeeper Friend! As a certified bookkeeper with over seven years of experience in diverse administrative and operations roles, I have developed a strong skill set that brings clarity and structure to financial operations. I understand that bookkeeping can be daunting and time-consuming for many business leaders, which is why I established Bookkeeper Friend—to provide a reliable and supportive service that businesses and organizations can truly depend on.

At Bookkeeper Friend, we’re committed to providing personalized bookkeeping solutions tailored to the unique needs of each client. Our goal is to relieve the burden of financial management so business leaders can focus on what they do best—growing and running their business. From maintaining accurate financial records to preparing for tax season, we’re here to be the trusted friend you need for all your bookkeeping needs.

Let’s be friends!

Contact us to get started.

 FAQs

  • The IRS requires businesses to maintain accurate and detailed records for tax compliance and to verify income, deductions, and credits.

    At Bookkeeper Friend, we ensure your financials are accurate, organized, and ready for tax season.

  • While both roles are essential for a business's financial health, they serve different purposes and often collaborate closely. Bookkeepers manage the day-to-day financial records, which tax professionals use to prepare accurate tax returns and offer tax advice. Together, they ensure compliance and support the overall financial health of the business.

    At Bookkeeper Friend, we are happy to partner directly with your tax professional to streamline operations for your business!

  • Outsourcing your bookkeeping to us allows you to save significantly on costs by accessing high-quality services at a fraction of the expense of hiring a full-time employee. It also frees up your valuable time, enabling you and your team to focus on growing your business.

    With accurate, up-to-date financials, you'll be prepared to make informed decisions, streamline tax preparation, and stay audit-ready, giving you greater control and confidence in your financial management.

  • Books aren’t up to date? No problem!

    We’ll tackle any mess in your books! We will conduct a thorough review, correction, and organization of your existing records to ensure accuracy and compliance.