We’re more than bookkeepers — we're profit partners invested in your success. Yes, we categorize expenses, track income streams, and prepare you for a seamless tax season. But we also provide the financial insights to predict obstacles, seize timely opportunities, and make smart money moves.
With us managing and optimizing the numbers behind the scenes, you can focus on showing up as your best self where it matters most — serving clients and pursuing your deeper purpose.
Quickbooks Bookkeeping For Storytellers And Brand Builders
It’s A Yes In Our Book If
You consider yourself a brand builder or storyteller (marketing, PR, advertising)
You’re ready to hand your bookkeeping over to the pros in exchange for hours of time and energy back
You want a collaborative partner who cares about more than cleaning up your books
You believe in the power of data-backed decisions and are ready to start making them in your biz
You do not remit sales tax or hold inventory
Sound like you? We can’t wait to get our hands on your books!
Not Sure What You Need?
We can help
If you’re not sure which service is right for you, please fill out our inquiry form, and we’ll talk you through it during your free discovery call.
Work with me
Ready to outsource your books and get back to why you started your business in the first place? This done-for-you service allows you to completely hand off your bookkeeping year-round, and with added support baked right in, you’ll always have answers to your “this just popped up” questions. Here’s what we’re doing for you:
Monthly Bookkeeping
OUR SIGNATURE SERVICE
- Maintain and upkeep accurate Quickbooks data (categorizations, transactions, reconciliation)
- Monthly financial statements to help guide your decision-making (balance sheet, profit and loss statement, statement of cash flow)
- Unlimited email and phone support (as it relates to your monthly bookkeeping close)
- Communication with your tax preparer
- Ability to add ancillary services such as accounts receivable, accounts payable and payroll
Starting investment: $375*
Work with me
Do your books need a little TLC? No worries, we’re on it. If you have neglected or outdated bookkeeping (it happens to the best of us), we’ll come in and clean everything up so that your data is up-to-date and accurate.
Bookkeeping Catch-Up & Clean-Up
Starting investment: $375*
Work with me
New to Quickbooks or thinking about getting started but don’t want to set it all up? We don’t blame you — if it’s not your thing, it can feel like a lot (the good news is it’s OUR thing). We’ll get you situated and make sure you start your Quickbooks bookkeeping journey on the right foot.
QuickBooks Online Setup
Investment: $250
Work with me
*These are monthly starting pricing
You will be paired with one of our bookkeeping teams consisting of an Account Manager (who handles quality control) and a Bookkeeper (who handles the nitty gritty).
As a UPP client, you get access to an organized client portal. This is where all of your information and communication will live. You can also email us for any timely questions or needs.
We work exclusively with QuickBooks Online. If you are interested in using Xero or an industry-specific accounting software, we can provide recommendations.
We do not. However, we can recommend excellent tax preparers.
A clean-up is when you have neglected bookkeeping. A catch-up is when bookkeeping is absent.
We can manage recurring invoices or provide templates for sales receipts. We can also manage expense accounts for your team and out-of-pocket expenses for your clients.
Yes, we will do payroll for salaried or hourly employees through Gusto, OnPay, or QuickBooks. We can use other payroll providers on a case-by-case basis.
Yes, we can pay your bills through Melio.
We do not. However, we can recommend excellent tax preparers.
Do you do taxes?
goes in this section?
We work exclusively with QuickBooks Online. If you are interested in using Xero or an industry-specific accounting software, we can provide recommendations.
What bookkeeping software do you use?
As a UPP client, you get access to an organized client portal. This is where all of your information and communication will live. You can also email us for any timely questions or needs.
How will we communicate and stay organized?
You will be paired with one of our bookkeeping teams consisting of an Account Manager (who handles quality control) and a Bookkeeper (who handles the nitty gritty).
Who will I be working with?
FAQ's
A clean-up is when you have neglected bookkeeping. A catch-up is when bookkeeping is absent.
What is the difference between a clean-up and a catch-up?
We can manage recurring invoices or provide templates for sales receipts. We can also manage expense accounts for your team and out-of-pocket expenses for your clients.
Will you invoice our clients?
Yes, we will do payroll for salaried or hourly employees through Gusto, OnPay, or QuickBooks. We can use other payroll providers on a case-by-case basis.
Will you do payroll?
Yes, we can pay your bills through Melio.
