Bookkeeping Makeover
A clearer way forward for your books.
We'll look at what is working, what is creating stress, and what your business actually needs — then build a bookkeeping process around you.
No one-size-fits-all system. No long-term contract.
Bookkeeping Makeover
A clearer way forward for your books.
We'll look at what is working, what is creating stress, and what your business actually needs — then build a bookkeeping process around you.
No one-size-fits-all system. No long-term contract.
What does a Bookkeeping Makeover look like?
It starts with understanding your business — not forcing your business into somebody else's bookkeeping system. From the first conversation through ongoing monthly support, Laura builds the process around what you actually need.
The Consultation
We start with a conversation. What would you change about your current bookkeeping procedures? What causes you the most frustration or stress? Are your books balanced and up to date? How much time are you spending dealing with bookkeeping issues — and if that time were freed up, what would you rather be doing? Let's talk about what is working, what is not, and what would make running your business easier.
The Review & Proposal
Based on our conversation, if it looks like Laura can help, she'll request read-only access to your current bookkeeping application or your latest financial statements. From there, she'll prepare a proposal outlining the bookkeeping services recommended for your business, your needs, and your goals.
The Agreement
If you accept the proposal, a final service agreement is prepared and signed. Lovely Ledgers works on a month-to-month basis rather than locking clients into a year-long contract. Either party may end the agreement with 30 days' written notice. Services, responsibilities, and implementation timing will be clearly outlined before work begins.
Set Up
This is where the makeover begins. Your bookkeeping is set up or transitioned into QuickBooks Online, a secure cloud-based accounting platform. Laura handles the transition carefully so the new system feels organized and manageable rather than overwhelming.
The Monthly Process
Throughout the month, Laura gathers the bookkeeping information needed to keep your books current, accurately classifies transactions into the appropriate accounts, and reconciles your accounts. Each month, you'll receive clear financial statements designed to help you understand where your business stands.
Powered by QuickBooks Online
Laura Underwood is a Certified QuickBooks ProAdvisor. QuickBooks Online provides a secure, cloud-based system with no desktop software to install and access from wherever you work.
The goal is simple.
Books that are current
Your accounts are reconciled and kept up to date.
Numbers you can understand
Financial statements give you a clearer picture of your business.
Less bookkeeping on your plate
You get back time and attention for the work only you can do.
Wouldn't a makeover be lovely?
Start with a free conversation about your books, your business, and what would make life easier.
Schedule a Free Consultation