True financial freedom starts with knowing your numbers, we make it simple

We take the guesswork out of business growth and help you make informed decisions

 We’re not your typical accountants

We come from a diverse background and understand the nuances of business and want to help you
increase your profits strategically (AKA without adding more work to your plate).

Most entrepreneurs come to us feeling overwhelmed and unsure of what to do next, we’ll help you create a custom plan specifically for your business and help you get there. We know you’re busy and being buried under your finances isn’t helping you scale, neither is making assumptions about what’s working and what isn’t from a financial perspective. If we see something that could be improved, we’ll yell “pivot,” but in a much softer tone than Ross (can you tell we’re Friends fanatics here?) and help you create a solution. 

The Bookkeeper Edit is a virtual bookkeeping and consulting service focused on helping entrepreneurs and business owners with their bookkeeping, payroll, and business strategy.

We thoroughly work through the financial details while keeping your big picture in mind to give you the confidence you need to create and grow your business more efficiently. 

What matters to you, matters to us!

Our mission

We redefine traditional accounting by taking a modern approach that helps our clients cultivate a successful business model by understanding their numbers and implementing a strategy that works for them so they can confidently grow their profits. 

 Our values drive our mission, and we always lead with integrity first.

Everything we do, we do with integrity to ensure we point you in the right direction with a solution that meets your needs (even if that’s not with us).

 It’s essential to us that we work with people with similar values…

 

01.

integrity

Honesty and transparency are key to a successful relationship. 

02.

growth

We enjoy learning new things, challenging ourselves, and value who we become throughout the process and on the other side. Growth opens the door to creativeness and the ability to pursue solutions.

03.

fun

Laughter and adventure, yes please! (Bonus points for Friends references sprinkled into our convos!)

04.

intentionality

Effectiveness over efficiency. 

05.

connection

People and relationships matter. Family, friends, company culture, community.

06.

empowerment

The feeling you get when you are not only inspired but also know how to move forward and make it happen!

If your values align with ours, we’d make a great fit.

Meet the founder, Kristi

I studied accounting at Central Washington University and started my accounting career with a well-known Seattle Catering company. 

To understand the story behind the numbers, I began diving deeper into the business operations and strategy which led me to grow into the business manager role, overseeing all the financial aspects through all of their companies and strategically building growth plans.

During COVID, the family-owned company I worked for over a decade was acquired by a corporation. I stayed on with hopes of a larger role, but quickly realized a corporate role wasn’t the right fit for me.

After 14 years in the hospitality industry, I left my leadership position as the company's Business Manager to pursue my own business servicing others. Thus, The Bookkeeper Edit was born!

A silver lining for me was the clarity I gained on the life I was craving—a life that I could make an impact directly on others’ lives and be more present with my family.

My passions truly lie in helping small to medium-sized businesses scale strategically. Coming from the hospitality industry, coordinating in the chaos is my jam. I truly love seeing a business transform from a reactive to a proactive state, and the lucrative life that then flourishes.

Let’s build your thriving business together.

Work with us

Our Goal

To cultivate an exceptional experience that inspires you to tackle your finances so you can fulfill your passion and grow your business to the next level.

An in-depth look at our process:

  • 01. Discovery

    You’ll initiate the process by reaching out, then we’ll meet via Zoom to understand more about your business and get to know each other. It’s important to us that we’re the right fit (if you’re a Friends fan we’ve got a good feeling it’ll work out).

  • 02. Business Review

    We’ll provide a business review of your QuickBooks file(s) and related bookkeeping and accounting processes. We will review the file(s) for accuracy, aiming to understand existing processes like how income is recorded, bill pay, state and city tax filings, expense categorization, point of sale, payment processing, payroll, and more. 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 + Implementation

    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. We focus on items such as correcting historic transactions, re-aligning the chart of accounts for better reporting, correcting balance sheet issues, etc.

  • 04. Recurring Services

    We’ll keep things humming and perform routine accounting and financial operations. Things will be easy from here on out!

  • 05. Process Improvements

    As things progress, and we become familiar with the ins and outs of your business, we will take notice of areas that we can provide excellent guidance and advice on. Common improvements include implementing an electronic bill payment service, an effective timekeeping system for employees, or payment processing software. If it can help improve operations and help you reach your goals, we are here for it!

Take the first step

testimonial

testimonial

★★★★★

“It’s has been a great experience working with The Bookkeeper Edit! Their attention to detail and excellent communication makes things so simple on our end - giving us more time to focus ON our business.”

-Holly