Hello, welcome to

Bookkeeper Friend!

We keep your financial records organized and up to date year-round, making tax season simple and stress-free.

By working directly with your CPA, we help streamline the process so you can focus on what matters most—running and growing your business.

What We Do

Problem

We understand that managing your business finances and preparing for tax season can feel daunting and time-consuming, often leaving you overwhelmed and pulled away from your core business activities.

Solution

Our Monthly Bookkeeping Service ensures your financials are accurate and up to date year-round, giving you the clarity and confidence to make informed, strategic decisions for your business—and peace of mind knowing you won’t be scrambling when it’s time to file your taxes.

Outcome

Your books will always be accurate, audit-ready, and prepared for tax season. With bookkeeping taken care of, you can focus on growing your business and increasing productivity.

Our Monthly Bookkeeping Service

  • Transaction Management

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

  • Receipt Management

    We provide a simple system for submitting receipts, which we digitally file and organize so you’re always prepared to verify transactions, support tax deductions, and respond confidently in the event of an audit.

  • Bank & Credit Card Account Reconciliation

    We reconcile your business accounts each month by matching recorded transactions with bank statements, ensuring accuracy, catching discrepancies, and protecting against potential fraud.

  • Team Managment

    Do you have W2 employees or 1099 contractors on your team? We manage W-9 requests, annual 1099 filings, and payroll administration through your payroll provider.

  • Financial Reporting

    We deliver monthly, quarterly, and annual financial statements that provide clear insights to help you make confident, informed business decisions.

  • Tax Documentation Support

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

  • Prompt Support

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

  • Services NOT Included

    We do not provide: Legal advice, tax filing, manual payroll (we work with your payroll company), or on-site bookkeeping.

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

  • Schedule a free consultation to explore how we can help you manage your finances better.

    During the consultation, we'll introduce ourselves, understand your business, and discuss your bookkeeping needs in detail.

  • Along with what we learn in the Discovery Call, we'll review your books, bank statements, and other reports to determine our scope of work.

  • After we define the work required, we will provide you with a tailored proposal that lists the costs for your business.

    Once you review the proposal and choose to move forward, we will send you a letter to confirm our partnership.

  • We’ll gather the information and documents needed for your bookkeeping.

    We will carefully review, correct, and organize your records to make sure your books are accurate and current!

  • With our Monthly Bookkeeping Service, we'll keep your financial records updated, accurate, and organized regularly, so you're ready for tax season.

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

Book Now

Meet Your Bookkeeper

Hello, I’m Kelly, the Owner 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 can truly depend on.

 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.

Let's Be Friends!

Let's Be Friends!

Contact us to get started.