BealsBooks

At Beals Books, we are dedicated to empowering businesses like yours to achieve financial clarity and success. We understand that managing your books can be time-consuming and complex, diverting your valuable time and energy from core business activities. That's why we offer a range of bookkeeping services designed to alleviate the burden, provide accurate financial insights, and ultimately help you grow your business.

Founded on the principles of accuracy, transparency, and personalized service, Beals Books has become a trusted partner for businesses of all sizes. Our team of Certified Professional Bookkeepers possesses extensive experience and expertise, ensuring that your financial records are meticulously maintained and your business is on a solid financial footing. We pride ourselves on building lasting relationships with our clients, understanding their unique needs, and tailoring our services to deliver optimal results.

Our Services: Streamlining Your Financial Processes

We offer a comprehensive suite of bookkeeping services to meet the diverse needs of our clients. From basic bookkeeping tasks to advanced financial analysis, we have the expertise to handle it all.

• Silver Plan: This plan is ideal for businesses that prefer to handle their day-to-day transactions but require a reliable review and reconciliation process. We will subscribe you to QuickBooks Online Essentials, provide detailed reconciliation and review of your bank and credit card accounts monthly, and generate quarterly financial reports. This ensures accuracy and provides you with a clear snapshot of your financial performance.
• Gold Plan: This comprehensive plan is designed for businesses seeking a more hands-on approach to their bookkeeping. We take over the bulk of the transactional work, including bi-weekly transaction coding, ensuring your books are up-to-date and organized. We also provide monthly financial reports, access to Quickbooks Online Plus, and support with payroll, bill pay, cash flow forecasting, and sales tax filing, empowering you with greater control and insights into your finances.
• Platinum Plan: Our Platinum Plan is the ultimate solution for businesses that require comprehensive bookkeeping and financial management support. We'll fully manage your Quickbooks Online Plus subscription, handle transaction coding twice per week, reconcile and review your bank and credit card accounts meticulously, and provide in-depth monthly financial reports. Like our Gold Plan, we also offer extensive support with payroll, bill pay, cash flow forecasting, and sales tax filing.

Our team is committed to providing you with personalized service, clear communication, and the expertise needed to make informed financial decisions. By entrusting your bookkeeping to Beals Books, you gain a valuable partner dedicated to your success.

Our Team: Experienced Professionals Dedicated to Your Success

At Beals Books, we are proud of our team of dedicated professionals who bring extensive experience and expertise to every client engagement.

• Stephanie Beals: Our heart and soul, Stephanie is a Certified Professional Bookkeeper with a deep understanding of QuickBooks Online. With over 25 years in business administration and accounting, she provides strategic guidance and ensures the accuracy and integrity of our clients' financial records. Her dedication to client service and her passion for helping businesses thrive make her a valuable asset to our team.
• Justin Beals: As a Certified Professional Bookkeeper and a Professional Tax Preparer, Justin brings a wealth of knowledge and expertise to our team. With over a decade of experience, he specializes in helping businesses navigate complex financial issues and optimize their tax strategies. Justin's commitment to providing personalized service and his talent for simplifying complex financial concepts make him a trusted advisor to our clients.
• Nate Beals: Nate's passion for both bookkeeping and the arts brings a unique perspective to our team. With over a decade of experience in the bookkeeping industry, particularly specializing in the music industry, he understands the unique financial challenges faced by creative businesses. He combines his technical expertise with his empathetic approach to help clients achieve their financial goals.