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To help communities thrive through flourishing businesses

Close up of two pairs of women's hands in an office. Blank laptop screen. Glasses and notebooks are on the table.

Sound financial decisions lead to healthy, flourishing businesses.

Historically, the bookkeeper has been under utilized by business owners.  Accountants often focus solely on taxes, providing financial information to business owners long after it's relevant for business decisions. 

Bookkeepers are part of the day to day operations and are positioned to assist business owners with real time decisions in your business.  

Most business owners don't understand their financials. You feel overwhelmed by the level of detail and skill needed to track and understand the finances of your business.

Our goal is to come alongside small and mid-size businesses to gain insight from your monthly financials.  We communicate in a way that makes sense for your business’ growth and success.  Sound financial decisions lead to healthy, better businesses.

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Types of services we offer include:

Bookkeeping / Accounting

Monthly/ ongoing bookkeeping services

Annual catch up bookkeeping service, often in preparation for tax season

Start up/ New business set up of accounting software and systems for financial tracking

Quickbooks Online Consulting

Quickbooks Check Up to make sure your finances are tracked accurately

Error Diagnosis to identify and correct mistakes

Training for business owners or your employees who want to do it themselves

Retirement
Planning

For Business Owner including financial plan, recommendations for best retirement vehicle and investment advice

For Employees including recommendations for retirement planning set up and implementation

Personal financial plan to make sure you are on track to reach your goals

Charitable
Giving

Annual donation plan based on your values and goals

Donor Advised Fund including plan creation and investment advice

Experience Matters. So Does Likabilty.

Our #1 recommendation for business owners is that you feel comfortable with your bookkeeper, accountant, financial planner and investment advisor. If you don’t feel comfortable chatting with your finance people, it’s time to find new people!

Some of our best clients are:

Startup Entrepreneurs

Community Supporters

Tech Solutions

Family Businesses

What our Clients Say

"We are so excited to be using Truly Bookkeeping. We have known Kelli for 13 years and have utilized her services as a bookkeeper for many years. Kelli exudes integrity and honesty. We trust her with all of our financials. Kelli is efficient and organized and utilizes the most updated and secure technology to automate our systems and provide us with the most streamlined and efficient services. Kelli's calm approach gives us confidence we are in capable hands and we can focus on the important social services work we do serving families."
- Sara

Kelli is an excellent communicator, extremely organized, efficient, trustworthy and relationally based. Her skills in all aspects of bookkeeping and her loyalty have been a major factor to our organization’s financial health. We love how she enjoys helping others do better!

- Krista

Why Outsource your bookkeeping?

Cost Effective

It can be expensive to hire a full time employee.  With outsourced bookkeeping, you are paying for what you need and not what you don’t.

Expertise

It’s hard to find a part time employee with the expertise you need.  With outsourced bookkeeping, you get professional services when you need them.

Accuracy

Your eyes may gloss over with all the details that need to be tracked.  With outsourced bookkeeping, we have systems and processes in place to ensure we don’t miss anything.

Consistency

You’re busy and often push the books to the bottom of your to-do list.  With outsourced bookkeeping, we have regularly scheduled time that we spend on your business.

Backup

As entrepreneurs, you keep so much in your head.  With outsourced bookkeeping, you have a partner that knows your business and help keep it running smoothly.

Focus

Starting a business and running a business is not the same!  With outsourced bookkeeping, we help run your business so you can focus on your clients and growing your business.  

Fraud Prevention

Your business supports you and your family.  With outsourced bookkeeping, we are an extra layer of security monitoring your finances to make sure fraud doesn’t happen. 

Ready to get started?

Book a time today via my online calendar or contact me directly.  I look forward to chatting with you!

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