Modern bookkeeping for ambitious entrepreneurs.
We handle your finances so you can spend more time growing your business with a number-backed strategy
It’s time to finally feel confident in your business finances
AS A BUSINESS OWNER, YOU’RE USED TO TAKING ON A MULTITUDE OF DIFFERENT ROLES, BUT YOUR FINANCES SHOULDN’T BE ONE OF THEM.
Without knowing what services are profitable, how much to pay in quarterly taxes, or how much you’ll be able to pay yourself each month, you’re not setting yourself up for long-term success.
What we do:
WE’RE FOCUSED ON HELPING YOU GAIN CONFIDENCE AND CLARITY AROUND YOUR NUMBERS EACH MONTH SO YOU CAN MAKE INFORMED DECISIONS AND FINALLY MAKE BUSINESS DECISIONS THAT ARE ALIGNED WITH YOUR GOALS.
We primarily work with service-based businesses in the events and hospitality industry, vacation rental companies, and service providers, coaches, and consultants. Our goal is to keep you growing your business while we handle the financial piece and help you make better decisions for your growth.
This means you can breathe easy knowing that tax season and your day-to-day finances won’t be more confusing than determining if Ross and Rachel were on a break.
It’s time to stop operating from a state of overwhelm and know exactly what is generating profits in your business, what’s costing you money, and confidently know how to scale.
Our Packages
PREMIUM
For established businesses looking to leverage CFO guidance
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Complex business activity
Bi-weekly Record-keeping
Monthly Financials
Monthly Financial Overview Meeting
Annual 1099 Filings + Compliance Reminders
Hubdoc Included
Financial Advisory
Payroll + People advisory
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Starting at $2,500
ENHANCED
For growing businesses that have a team of employees in place
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Middle business activity
Monthly Record-keeping
Monthly Financials
Monthly Financial Overview Video
Quarterly Financial Debrief Meeting
Annual 1099 Filings + Compliance Reminders
Hubdoc Included
Payroll
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Starting at $700
ESSENTIAL
For small businesses ready to grow and develop their operations
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Simple business activity
Monthly Record-keeping
Monthly Financials
Monthly Financial Overview Video
Annual 1099 Filings + Compliance Reminders
Hubdoc Included
-
Starting at $450
Our Story
The Bookkeeper Edit is a virtual bookkeeping and consulting company focused on people.
WE BELIEVE PROPER BOOKKEEPING TELLS US THE STORY OF YOUR BUSINESS AND ALLOWS YOU TO TURN YOUR DREAMS INTO A REALITY WHEN YOU HAVE THE FULL PICTURE IN FRONT OF YOU.
We’re passionate about helping you gain clarity around your finances so we can collectively cultivate a plan to help you achieve your short and long-term goals.
Whether you’re lacking the know-how to keep your books updated, keep putting it off because you don’t have enough time, or feel lost when it comes to scaling or what move to make next, we can help.
We bring over 14 years of experience in bookkeeping and business management, and love exploring opportunities to make improvements and changes based on trends and your goals.
A glimpse at our process:
01
DISCOVERY
First things first, you’ll schedule a call with us where we’ll meet virtually so we can get a more thorough understanding of your business and get to know each other!
02
Business Review
We’ll provide a business review of your current bookkeeping and accounting processes. After the review is complete, we will meet with you to review our findings, determine the scope of our work and provide estimates for the next phases.
03
ONBOARDING
Once you’ve become a client, we’ll work through bringing on all your systems and materials. We’ll establish a flawless accounting system and get everything cleaned up and caught up to date.
testimonial
testimonial
★★★★★
“The Bookkeeper Edit has been a game changer for our business. We went from only worrying about getting our numbers in line for taxes to being organized every single month and making better decisions for our business.”
-Jordan
ON THE BLOG
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WE BELIEVE WE ALL THRIVE IN AN INSPIRING ATMOSPHERE THAT PAVES THE WAY FOR A BOLD FUTURE.
We make it a point to create client relationships that look different from the traditional client and accountant relationship. We don’t wear pantsuits and only talk to you when you need something. Instead, we strive to simplify conversations around your finances, utilize effective and efficient tech stacks, and share a joint passion for a fun, fast-paced, and inspiring work environment.
We love putting our heads together with you to help your business soar, and we want to hear your goals so we can craft a plan to get you there with strategy in mind!
LLC, S-Corp or Sole Prop?
A clear Guide for Business Owners
Confused about what your business entity actually means, or whether it’s still the right fit as you grow?
This guide breaks down the key differences between Sole Proprietorships, LLCs, and S-Corps (including how each is taxed) so you can feel confident in your business structure and make more informed financial decisions.
We’re cutting through the legal jargon and giving you a clear, no-fluff breakdown, created especially for scaling service-based business owners.
Contractors vs. Employees
What you need to know before you hire
Hiring someone new? Don’t hit “send” on that offer just yet.
This quick guide breaks down the key differences between hiring a contractor vs. an employee, so you can pay them properly, file the right documents, and protect your business from costly mistakes.
Because misclassification isn’t just a paperwork issue... it can mean penalties, back taxes, and lawsuits.
Know the rules before you grow your team.