What Working Together Looks Like
Professional bookkeeping services built on partnership, transparency, and a commitment to your financial clarity. Let’s build something lasting together.
What You Get From Me?
I partner with small business owners to maintain accurate financial records, stay compliant, and understand the numbers behind their business. For bookkeeping to be truly useful, the information must be both reliable and understandable. Clean books alone don’t drive better outcomes—using them does.
My approach is built on clarity, professionalism, and mutual respect. I use structured workflows to deliver accurate, timely, and consistent financial information, while setting clear expectations from the very beginning. This approach allows bookkeeping to support confident decision- making, not just compliance.
A Partnership, Not Just a Service
Modern bookkeeping—especially in a cloud-based environment like QuickBooks Online—is not a passive, one-sided task. It works best when we operate as a team. I bring expertise, structure, and consistency; my clients bring responsiveness, transparency, and engagement.
To make the most of your financial information, I encourage a brief monthly review of your reports. This is an opportunity to walk through what has changed, highlight trends, and answer questions. You don’t need to learn accounting—you just need to understand what the numbers are telling you.
What You Can Expect From Me
Accurate, well-maintained financial records
Consistent monthly workflows and timely reporting
Clear communication and proactive follow-up
A professional, reliable approach grounded in accountability
A short monthly financial review to interpret your reports and discuss what matters
How Services Are Delivered
All services are delivered remotely using secure, cloud-based systems. This allows me to work efficiently, maintain consistent processes, and support clients regardless of location.
What I Expect From Clients
Clear expectations up front
Required documents, system access, and agreements must be provided before work begins. This allows work to be done correctly and efficiently from day one.
Timely communication
Requests for information should be addressed promptly. Delays in communication can lead to delays – or inaccuracies – in your books.
Professional standards
I respect my clients’ time and expect the same in return. Mutual professionalism is essential to a
productive working relationship.
Respect for boundaries
I do not support chronic procrastination, incomplete records, or last-minute emergencies caused
by avoidable delays. These standards protect both your business and mine.
Bookkeeping that does more than report history
Many businesses get monthly reports — and nothing else. That’s like having a historian instead of a partner.
At Bay Bookkeeping, you get context and clarity along with accurate numbers. I’ll help you understand what’s happening now so you can make smarter decisions with confidence.
Is This the Right Fit?
My approach is intentional. I work best with business owners who value structure, responsiveness, and clarity—and who are willing to spend a small amount of time each month understanding their financial information. This may not be the right fit for every business, and that’s okay.
If this sounds like how you want to work with your bookkeeper, I’d be happy to discuss next
steps.