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"Boost Your Business With Our Bookkeeping Services"
Our services include daily bookkeeping, financial statement preparation, tax planning and preparation, payroll processing, and much more. We understand that every business is unique, which is why we create customized financial plans and strategies tailored to your specific needs. With our services, you can focus on growing your business while we take care of the financial details.
★★★★★
"Sandra Lee's bookkeeping services have been invaluable to me and my business. Her attention to detail and organization skills have helped me stay on top of my finances and make informed decisions for my business. Sandra is always available to answer questions and provide guidance, and I trust her completely to manage my bookkeeping needs. I highly recommend Sandra Lee to any business owner in need of expert bookkeeping services."
- Mel, Client -

​​You've got questions, I've got answers.
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Why do I need a bookkeeper if I have a CPA?Bookkeeping is more than taxes. Yes, bookkeeping is a necessary piece of the tax puzzle. And yes, bookkeeping allows you to maximize your write-offs and lower your tax bill. But bookkeeping is so much more than that! To name a few (aside from the obvious tax benefits), bookkeeping: provides you with a clear view of your finances lets you focus your business strategy and plan for the future helps you save AND generate more money protects you in an audit helps you obtain a loan catches errors and fraud makes your life as a business owner so much easier AND SO MUCH MORE!
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What accounting software do you use?While I have experience with all of the accounting software out there, Xero is hands-down my favorite! Fun fact: when you become a client, I will set up your account and pay for the subscription so you don't have to! You can kiss those expensive QBO fees goodbye, forever! Interested in learning more about Xero?
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Do you offer tax services?No, we do not handle taxes for you. But we're happy to refer you to some of our favorite tax preparers!
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What if my books are a mess (or non-existent)?We love messy books! No, really! I'm going to nerd out for a minute. Deep diving into messy books is why I do my job. I know that messy books feel overwhelming and make you anxious! When I see unorganized books, I see a challenge. It's like a puzzle to me, and I want to help you put together the pieces of your business!
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When should I hire a bookkeeper?When to hire help is one of the most common questions we get asked! Most businesses focus on hiring tasks out that will help generate more revenue for the business but that isn't always the best place to focus on getting help. If any of these statements resonate with you, it's likely time to hire some help: Your books are never up to date Your accountant does your bookkeeping (and is charging a lot for it!) Tax time is extremely stressful You constantly miss out on big tax deductions Your cash flow is unpredictable You have no idea how much to pay in estimated taxes Sales have increased but your profits haven’t You have no clear financial picture You aren't paying yourself
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Is there a time commitment?Absolutely not! The last thing I want is for you to be stuck paying for something you either can't afford or don't want. That simply would not sit right with me. My client's have the option to cancel their monthly bookkeeping at any time.
-
Why do I need a bookkeeper if I have a CPA?Bookkeeping is more than taxes. Yes, bookkeeping is a necessary piece of the tax puzzle. And yes, bookkeeping allows you to maximize your write-offs and lower your tax bill. But bookkeeping is so much more than that! To name a few (aside from the obvious tax benefits), bookkeeping: provides you with a clear view of your finances lets you focus your business strategy and plan for the future helps you save AND generate more money protects you in an audit helps you obtain a loan catches errors and fraud makes your life as a business owner so much easier AND SO MUCH MORE!
-
What accounting software do you use?While I have experience with all of the accounting software out there, Xero is hands-down my favorite! Fun fact: when you become a client, I will set up your account and pay for the subscription so you don't have to! You can kiss those expensive QBO fees goodbye, forever! Interested in learning more about Xero?
-
Do you offer tax services?No, we do not handle taxes for you. But we're happy to refer you to some of our favorite tax preparers!
-
What if my books are a mess (or non-existent)?We love messy books! No, really! I'm going to nerd out for a minute. Deep diving into messy books is why I do my job. I know that messy books feel overwhelming and make you anxious! When I see unorganized books, I see a challenge. It's like a puzzle to me, and I want to help you put together the pieces of your business!
-
When should I hire a bookkeeper?When to hire help is one of the most common questions we get asked! Most businesses focus on hiring tasks out that will help generate more revenue for the business but that isn't always the best place to focus on getting help. If any of these statements resonate with you, it's likely time to hire some help: Your books are never up to date Your accountant does your bookkeeping (and is charging a lot for it!) Tax time is extremely stressful You constantly miss out on big tax deductions Your cash flow is unpredictable You have no idea how much to pay in estimated taxes Sales have increased but your profits haven’t You have no clear financial picture You aren't paying yourself
-
Is there a time commitment?Absolutely not! The last thing I want is for you to be stuck paying for something you either can't afford or don't want. That simply would not sit right with me. My client's have the option to cancel their monthly bookkeeping at any time.

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