Service Offerings
Here’s how we can help you with your bookkeeping needs
Whether you're just getting started or an established business, we customize
our services to give you exactly what you need (at a price you can afford).
Monthly Bookkeeping Services
Let us take care of tracking all of your finances for you! Then we will generate your monthly reports
and answer all of your questions to make sure you have the information you need to grow
your business profitably.
Catch Up Bookkeeping
Uh-oh... Did you forget to stay on top of your bookkeeping? No worries! Catching up historical transactions is one of our specialties! Even if you're months behind, we can get you caught up in a hurry
so you can get those tax returns filed on time.
Clean-Up Bookkeeping
Is your bookkeeping a mess? Whether it's miscategorized transactions, unreconciled
accounts, or records that just don’t add up, we specialize in cleaning up your books. We’ll get everything organized and accurate, so you can confidently understand your numbers and move forward.
Service Offerings
Here’s how we can help you with your bookkeeping needs
Whether you're just getting started or an established business, we customize our services to give you exactly what you need (at a price you can afford).
Monthly Bookkeeping Services
Let us take care of tracking all of your finances
for you! Then we will generate your monthly
reports and answer all of your questions
to make sure you have the information
you need to grow your business profitably.
Catch Up Bookkeeping
Uh-oh... Did you forget to stay on top of your bookkeeping? No worries! Catching up historical transactions is one of our specialties! Even if you're months behind, we can get you caught up in a hurry
so you can get those tax returns filed on time.
Clean-Up Bookkeeping
Is your bookkeeping a mess? Whether it's miscategorized transactions, unreconciled
accounts, or records that just don’t add up, we specialize in cleaning up your books. We’ll get everything organized and accurate, so you can confidently understand your numbers
and move forward.
Here's how it works
Step 01
Step 01
Book a call
Click the link to schedule your FREE discovery call. Don't worry! We don't do high pressure sales or waste your time. This quick call is just to see if we can help you!
Book a call
Click the link to schedule your FREE discovery call. Don't worry! We don't do high pressure sales or waste your time. This quick call is just to see if we can help you!
Step 02
Invite us
On the call we'll ask you for an invitation to your QuickBooks Online account, we'll do a checkup on your books to scope out the work, and send you a proposal/engagement letter for you to sign.
Step 02
Invite us
On the call we'll ask you for an invitation to your QuickBooks Online account, we'll do a checkup on your books to scope out the work, and send you a proposal/engagement letter for you to sign.
Step 03
Relax
We'll send you a list of items/information we need (e.g. statements) and software we need access to, and we'll dive right in!
Sit back and relax while we do your bookkeeping!
Step 03
Relax
We'll send you a list of items/information we need (e.g. statements) and software we need access to, and we'll dive right in!
Sit back and relax while we do your bookkeeping!
Client Testimonials
What others are saying about
working with us
Amy Reed
406 Bookkeeping Services LLC is an absolute lifesaver! She is incredibly knowledgeable and made the process of organizing my small business finances so much easier. She helped me set up my spreadsheets to track my income and customers, keeping everything neat and stress-free. Her expertise and attention to detail are top-notch. If you need bookkeeping help, I highly recommend 406 Bookkeeping!
XR Rentals, Inc
outstanding with confidentiality and dependable. Good with response time after hours/emergencies. Hope to use them the rest of my life. JJ
David McCashland
Client Testimonials
What others are saying about
working with us
Amy Reed
406 Bookkeeping Services LLC is an absolute lifesaver! She is incredibly knowledgeable and made the process of organizing my small business finances so much easier. She helped me set up my spreadsheets to track my income and customers, keeping everything neat and stress-free. Her expertise and attention to detail are top-notch. If you need bookkeeping help, I highly recommend 406 Bookkeeping!
XR Rentals, Inc
outstanding with confidentiality and dependable. Good with response time after hours/emergencies. Hope to use them the rest of my life. JJ
David McCashland
Ready to take your business to
new heights?
Book your discovery call now and get our
QuickBooks Checkup free of charge
Ready to take your business to new heights?
Book your discovery call now and get our
QuickBooks Checkup free of charge
Frequently Asked Questions
I already use QuickBooks. Why do I need a bookkeeper?
QuickBooks is a solid tool, but someone still has to manage it properly. That’s where we come in – we make sure your books are accurate, up-to-date, and ready for tax time—so you don’t have to worry about it.
What services do you offer?
- Monthly bookkeeping
- Quarterly bookkeeping
- Catchup services
- Cleanup services
- Add-ons like payroll processing
How do I know if my books are “bad” enough to need help?
If you’re spending hours fixing mistakes, feeling unsure about your reports, or avoiding your books altogether, it’s time to get help.
What can I expect with monthly bookkeeping?
Each month we will:
-update your transactions in QBO
-reconcile your bank and credit card accounts
-for any transactions we're unsure how to record, we will code those to the “Ask Client” account. Each month we will export the list of these transactions and send to you in a spreadsheet so you can easily leave a note for us in the spreadsheet
-we'll get your transactions recategorized and send over your monthly financial statements
How do I get started?
Step 1: Schedule a 15-30 min. call with us to discuss your specific bookkeeping needs
Step 2: We do a checkup on your books to scope out the work
Step 3: We send you a proposal/engagement letter for you to sign
Step 4: We send you a list of items/information we need and software we need access to
Step 5: We dive right in!
Do you work with clients in my industry?
We work with many types of small businesses ranging from restaurants, auto repair shops, real estate investors, equipment rentals, etc. We tailor our services to meet the unique needs of each client.
What sets you apart from other bookkeepers?
Integrity and clear communication are the cornerstones of our work. We're genuinely invested in your success, ensuring every detail is managed meticulously. With prompt responses and a personalized approach, we're committed to making a real difference in your business’s financial health.
Do you offer tax preparation services?
We do not prepare tax returns. However, we keep your books up to date and ready to hand over to your tax preparer when tax time comes, ensuring a smooth process.
What is your pricing structure?
We offer flexible, personalized pricing based on your business’s unique needs. With customized monthly packages, you’ll always know exactly what you’re paying—no surprises. Please reach out for a personalized quote.
I’m not using QuickBooks Online. Can you help with (xyz accounting software)?
We specialize in and work exclusively with QuickBooks Online. This focus allows us to deliver the highest level of expertise and support for businesses using QBO.
Do you work with businesses outside of the USA?
No, we work exclusively with companies using the US edition of QuickBooks Online with domestic banks.
Can you help me with a compilation/review/audit?
No, we do not provide compilation, review, or audit services. Our focus is solely on delivering high-quality bookkeeping that helps small business owners make good, data-driven decisions.
Frequently Asked Questions
I already use QuickBooks. Why do I need a bookkeeper?
QuickBooks is a solid tool, but someone still has to manage it properly. That’s where we come in – we make sure your books are accurate, up-to-date, and ready for tax time—so you don’t have to worry about it.
What services do you offer?
- Monthly bookkeeping
- Quarterly bookkeeping
- Catchup services
- Cleanup services
- Add-ons like payroll processing
How do I know if my books are “bad” enough to need help?
If you’re spending hours fixing mistakes, feeling unsure about your reports, or avoiding your books altogether, it’s time to get help.
What can I expect with monthly bookkeeping?
Each month we will:
-update your transactions in QBO
-reconcile your bank and credit card accounts
-for any transactions we're unsure how to record, we will code those to the “Ask Client” account. Each month we will export the list of these transactions and send to you in a spreadsheet so you can easily leave a note for us in the spreadsheet
-we'll get your transactions recategorized and send over your monthly financial statements
How do I get started?
Step 1: Schedule a 15-30 min. call with us to discuss your specific bookkeeping needs
Step 2: We do a checkup on your books to scope out the work
Step 3: We send you a proposal/engagement letter for you to sign
Step 4: We send you a list of items/information we need and software we need access to
Step 5: We dive right in!
Do you work with clients in my industry?
We work with many types of small businesses ranging from restaurants, auto repair shops, real estate investors, equipment rentals, etc. We tailor our services to meet the unique needs of each client.
What sets you apart from other bookkeepers?
Integrity and clear communication are the cornerstones of our work. We're genuinely invested in your success, ensuring every detail is managed meticulously. With prompt responses and a personalized approach, we're committed to making a real difference in your business’s financial health.
Do you offer tax preparation services?
We do not prepare tax returns. However, we keep your books up to date and ready to hand over to your tax preparer when tax time comes, ensuring a smooth process.
What is your pricing structure?
We offer flexible, personalized pricing based on your business’s unique needs. With customized monthly packages, you’ll always know exactly what you’re paying—no surprises. Please reach out for a personalized quote.
I’m not using QuickBooks Online. Can you help with (xyz accounting software)?
We specialize in and work exclusively with QuickBooks Online. This focus allows us to deliver the highest level of expertise and support for businesses using QBO.
Do you work with businesses outside of the USA?
No, we work exclusively with companies using the US edition of QuickBooks Online with domestic banks.
Can you help me with a compilation/review/audit?
No, we do not provide compilation, review, or audit services. Our focus is solely on delivering high-quality bookkeeping that helps small business owners make good, data-driven decisions.
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Copyright © 2025. All rights reserved. Melinda Reed
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STAY UP TO DATE
get our newsletter
PRIVACY POLICY
TERMS AND CONDITIONS
Copyright © 2025. All rights reserved. Melinda Reed
FOLLOW US