How it works
We Follow Successful Processes To Clean Up Your Books
1
Connect
Schedule a free 20-minute Zoom call to discuss your business and bookkeeping needs.
2
Onboard
We securely connect your business accounts to our digital cloud system. No paper required.
3
Clean-Up
We categorize your transactions, reconcile accounts, and organize your digital records.
4
Clarity
You get a crystal clear Profit & Loss statement every month.
Bookkeeping Packages
We offer transparent and fixed-rate bookkeeping packages so you know exactly what you’re paying for your growing business
THE SOLOPRENEUR
Monthly Investment: $300
Best for: Portland Independent Contractors, Freelancers, and Real Estate Agents.
Goal: Keep your Schedule C audit-proof and ready for tax season.
Includes:
- Bank Feed Management: Categorization for up to 2 business accounts (Bank or Credit Card).
- Monthly Reconciliation: Ensuring your QuickBooks Online data matches your bank statements 100%.
- Digital Receipt Capture: Setup of Dext to make your business paperless and IRS-compliant.
- Financial Reports: Monthly Profit & Loss (P&L) statement delivered via email.
- Local Compliance: Monitoring of City of Portland and Multnomah County business tax thresholds.
THE SMALL BUSINESS
Monthly Investment: $500
Best for: Portland Creative Agencies, Trades with Crews, and Shops using Payroll.
Goal: Clarity on cash flow and accurate payroll recording for growing teams.
Includes:
Everything in The Solopreneur Plan, plus:
- Expanded Volume: Management of up to 4 accounts with higher transaction volume.
- Payroll Recording: Seamless integration with Gusto or ADP to ensure wages and taxes are booked correctly.
- Subcontractor Tracking: Tracking of payments to vendors for accurate year-end 1099 filing.
- Tax Estimates: Quarterly estimates for Metro SHS and TriMet tax liabilities.
- Monthly Zoom Review: A 30-minute video call to review margins and burn rate.
THE ENTERPRISE
Monthly Investment: $900
Best for: Established Portland businesses ($1m+ revenue) needing CFO-level insights.
Goal: Financial discipline, budgeting, and cash flow forecasting.
Includes:
Everything in The Small Business Plan, plus:
- Weekly Bookkeeping: Books updated weekly for real-time visibility.
- Cash Flow Forecasting: 13-week projections to help you plan for slow seasons.
- Budget vs. Actuals: Custom reports to track overspending by category.
- A/P & A/R Management: Assistance with invoicing clients and paying bills.
- Quarterly Strategy: Deep-dive analysis on profitability and cost-cutting measures.
Need a Custom Project?
- QuickBooks Clean-Up / Catch-Up:
- For businesses behind on their books. We import historical data, categorize past transactions, and fix reconciliation errors to get you current for tax filing.
- New Business Setup:
- For startups. Complete setup of your Chart of Accounts, bank connections, and payroll software integration.

“You didn’t start your business to worry about the tax code. Our mission is to handle the discipline and compliance of your business’s finances so you can get back to doing what you love—building your legacy.”
— Spencer Tran, CEO of Bridgetown Bookkeeping, CBP, EA
