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.

  • “It’s an amazing feeling to have our finances & payroll organized!"

    “Managing our finances felt overwhelming and like it would be a daunting process so we put it off and off. We were referred to The Bookkeeper Edit and it’s been one of the best decisions we have made. They walked us through the process so well, helping us get tools in place to simplify everything, and being available for additional support when we need it. They taught us that it doesn’t have to be complicated to have good books and manage our team.”

    -KATIE

  • “The Bookkeeper Edit team has been instrumental to our business’ recent growth.

    “Knowing we have a trusted advisor watching out for us is such a great feeling. There isn’t anything that we don’t run by them first.”

    -AMANDA

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 

    • 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

  • Starting at $2,500

ENHANCED

For growing businesses that have a team of employees in place

    • Middle business activity

    • Monthly Record-keeping

    • Monthly Financials

    • Monthly Financial Overview Video

    • Quarterly Financial Debrief Meeting

    • Annual 1099 Filings + Compliance Reminders

    • Hubdoc Included

    • Payroll

  • Starting at $700

ESSENTIAL

For small businesses ready to grow and develop their operations 

    • 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

diagnostic

We’ll provide a diagnostic of your current bookkeeping and accounting processes. After the diagnostic 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

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Let’s Connect

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!