Bookkeeping Services in Sammamish

What We Do

Bookkeeping isn't just about keeping records. It's about knowing where you stand so you can make better decisions. We provide monthly support to track income, categorize expenses, and reconcile accounts — all with reports you'll actually use.

• Monthly transaction tracking and categorization
• Account reconciliation (bank, credit card, PayPal, etc.)
• Clean monthly reports
• Optional communication with your CPA or tax preparer

Who This Is For

We work with small businesses across Sammamish and the Eastside — including:

• Contractors juggling materials, invoices, and labor costs
• Freelancers who want to know if they're really turning a profit
• Home-based businesses that need reliable reporting
• LLCs or S-Corps preparing for year-end

What to Expect

We start by learning how your business operates — what tools you use, how you receive payments, and what your priorities are. Then we build a bookkeeping rhythm that fits your workflow. Each month, you get:

• Updated books with clear notes
• A simple report showing what came in and what went out
• Support if anything stands out or needs your attention

What's Included

Every month, you can expect the following:

• Transaction review & categorization – Business income and expenses are organized and labeled correctly for tax prep.
• Account reconciliation – Bank and credit card accounts are matched against your statements to catch any errors or gaps.
• Profit & loss report – We generate a clear summary showing where your money is going.
• CPA coordination (if requested) – We can send your monthly or year-end reports directly to your accountant.
• Check-ins when needed – If something looks off or needs review, we reach out directly. No surprises.

Optional add-ons:

• Catch-up bookkeeping for past months
• QuickBooks Online setup or cleanup
• Invoicing support (if needed)
• Quarterly financial summaries for planning or tax prep

This service is month-to-month. No long contracts. Just consistent support you can count on.

FAQ

Do I need to use QuickBooks?
No, but most clients do. We can help you get set up or work within your current system.

Can you handle catch-up bookkeeping?
Yes. If you're behind, we'll get you current — one month at a time.

Will I still need an accountant?
Yes, most clients use a CPA for tax filing. We handle the books and support your accountant with clean records.

Is this monthly or one-time?
Ongoing monthly service is typical, but we offer one-time cleanup for specific situations too.