Bookkeeping for White Bear Lake businesses.
Downtown shops, insurance agencies, home services, and every owner-run business around the lake. True North is ten minutes up the road in Hugo, close enough for coffee, organized enough that you may never need to drive anywhere.
White Bear Lake is where some of our favorite clients work, from insurance agencies to service businesses, and we are members of the White Bear Area Chamber of Commerce. We know the difference between a lakeside summer rush and a February slowdown, and your books should show that pattern clearly instead of hiding it.
Working together is simple: meet in person over coffee, or handle everything through our private client portal. Documents, questions, and monthly reports all live in one place, and your reports arrive by the 15th once we have your statements. You can see everything we offer on our services page.
Three ways in, all of them judgment-free.
Monthly bookkeeping.
Transactions categorized, every account reconciled, and reports you can actually read, delivered by the 15th once we have your statements. We watch your numbers and flag what looks off.
Cleanup & catch-up.
Months or years behind? Our favorite kind of project. We untangle QuickBooks, trace what does not add up, and hand you books you can trust.
QuickBooks setup.
Starting fresh or outgrowing DIY? We build the bookkeeping around how your business actually runs. Certified QuickBooks Online ProAdvisor, Levels 1 and 2.
“Kelley has been fantastic to work with. She is professional, knowledgeable, responsive, and incredibly patient. As a small business owner, having someone I can trust with my bookkeeping has given me so much peace of mind.”Sparkle & Shine CleaningSmall business owner · Google review
White Bear Lake, let’s talk books.
Tell us what is going on with the books. We will take a free look and tell you where things stand. Coffee in town works too.
Get a free look at your booksCall or text: 303-775-5554