Hello, welcome to

Bookkeeper Friend!

We keep your financials accurate and up to date, all year round, so you always understand your business's financial health and never have to scramble at tax season.

Accurate. Audit-ready. Tax-ready. All year long.

Our Bookkeeping Services Include

  • 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.

Pricing Plans

  • QUARTERLY SERVICE

    Starts at $250/mo

    Includes:

    1. Transaction Management

    2. Bank and Credit Card Reconciliation

    3. Quarterly Financial Reports

    4. Annual coordination with your tax preparer

  • MONTHLY SERVICE

    Starts at $500/mo

    Includes:

    1. Transaction Management

    2. Bank and Credit Card Reconciliation

    3. Quarterly Financial Reports

    4. Annual coordination with your tax preparer

    5. Receipt Management

    6. Monthly financial reports

    7. W9 management and annual 1099 filings for contractors

  • MONTHLY PLUS SERVICE

    Starts at $750/mo

    Includes:

    1. Transaction Management

    2. Bank and Credit Card Reconciliation

    3. Quarterly Financial Reports

    4. Annual coordination with your tax preparer

    5. Receipt Management

    6. Monthly financial reports

    7. W9 management and annual 1099 filings for contractors

    8. Payroll Service

    9. Accounts Payable

    10. Accounts Recievable

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

Book Now

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.

    During the consultation, we'll review our services and dive into your bookkeeping needs.

  • Along with what we learn in the Discovery Call, we'll review your existing financial records to determine our scope of work.

  • After we determine the work required, we will provide you with a proposal that clearly outlines the costs, your responsibilities and our responsibilities for the agreement.

  • 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 recurring bookkeeping service, we keep your financial records accurate and up to date, all year round, and your tax season is simplified and stress free!

Meet Your Bookkeeper

Hello, I'm Kelly, owner of Bookkeeper Friend! As a certified bookkeeper with over a decade of experience across diverse administrative and operations roles, I bring clarity and structure to financial operations for the businesses I work with.

I understand that bookkeeping can be daunting for many business leaders, which is why I established Bookkeeper Friend—to provide a reliable and supportive service that you 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.

  • In short, bookkeepers manage the day-to-day financial records, which produce financial reports. Tax professionals use those financial reports to prepare accurate tax returns and offer tax advice.

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

  • We’ll tackle any mess in your books! We offer a one-time Clean-Up service to bring your books up to date.

  • The truth is tax season is the busiest time of year for bookkeepers. If a bookkeeper even has capacity to take you on as a new client during this crunch, most will charge a rush fee to clean up your books last minute.

    That rush fee, on top of the clean-up service fee, often exceeds what you'd pay for quarterly service all year. So you end up paying about the same amount, but you miss out on the financial insights you'd have gained throughout the year.

  • We don't offer tax services at this time. However, we do partner with tax preparers!

    Most of the tax preparers we work with either don't offer bookkeeping, or charge significantly more for it than bookkeepers do.

Let’s Be Friends!