Business Details
9 Years
experience
Expert Bookkeeping Services in Portland, OR
Evergreen Bookkeeping is a remote bookkeeping firm dedicated to providing tailored accounting solutions for small to mid-sized businesses. Specializing in QuickBooks Online, we serve clients primarily in Oregon, with a strong focus on the Portland area. Our team combines expertise in accounting software with a commitment to streamlining financial processes, empowering business owners to concentrate on their core operations. With experience supporting diverse industriesfrom real estate to restaurantswe excel in transitioning sole proprietorships to S-Corporations and ensuring compliance with evolving regulations.Our mission is to deliver accurate monthly financial reports and personalized support, enabling clients to make informed decisions and achieve long-term success. Founded in 2017, we pride ourselves on building efficient systems that align with our clients' unique needs while maintaining the flexibility to adapt to their growth. By prioritizing transparency and reliability, we aim to be the trusted partner business owners rely on for their financial management needs.
Services
Monthly Bookkeeping
Financial Reporting
Tax Preparation Support
Payroll Processing
QuickBooks Training
Bookkeeping Clean-Up
Accounts Payable Management
Tax Package Assembly
Financial Consultation
Business Entity Transition Support
Details
- Year established: 2017
Highlights and features
- We offer customized QuickBooks Online solutions tailored to your industry needs.
- Our team provides timely financial reports for informed decision-making.
- Specialized support for transitioning from sole proprietor to S-Corporation.
- Experienced bookkeepers with backgrounds in CPA firms.
- Dedicated to empowering business owners with accurate financial data.
Associations and certifications
- QuickBooks Online ProAdvisor
Services
Monthly Bookkeeping Service
Our monthly bookkeeping service ensures your business maintains up-to-date, accurate financial records. We reconcile accounts, categorize transactions, and provide customized reporting packages to track income, expenses, and payroll. This ongoing support empowers business owners to monitor financial health and make data-driven decisions year-round.
Bookkeeping Clean-Up Projects
We specialize in resolving overdue bookkeeping tasks, organizing disarrayed financial records, and preparing clean reports for clients who have fallen behind. Our process restores clarity to your financial data, ensuring compliance and reducing stress during tax season or when seeking financing.
QuickBooks Training and Consultation
Whether you're starting out or need advanced assistance, our QuickBooks training and consultation services teach you to manage your accounting software efficiently. We offer setup guidance, troubleshooting, and staff training to optimize your use of QuickBooks Online for daily operations.
Tax Preparation Support
We streamline tax preparation by assembling organized financial packages for your CPA and coordinating during filing. Our services include payroll reporting, 1099 form preparation, and ensuring accurate records to minimize tax liabilities and maximize compliance.
Business Entity Transition Assistance
Evergreen Bookkeeping guides businesses through transitions from sole proprietorships to S-Corporations, handling compliance requirements and financial adjustments. We ensure smooth transformations that align with tax planning goals and long-term business strategies.
People
Lisa Najdek
Founder
Lisa founded Evergreen Bookkeeping in 2017 after nearly a decade in CPA firms. She focuses on building efficient systems while balancing entrepreneurship with family life. Her expertise lies in empowering small business owners through accurate financial reporting.
Audrey Boyle
Bookkeeper
Audrey joined Evergreen in 2021 with a background in tax firms. Her detail-oriented approach helps clients organize finances and understand their financial health. She brings a passion for empowering clients through accurate record-keeping.
Morgan Jensen
Bookkeeper
Morgan specializes in accounts receivable and payable, leveraging problem-solving skills to maintain client financial order. She enjoys contributing to small business success while balancing her love for trivia and road trips.
Lucia Delgado
Bookkeeper
Lucia joined Evergreen in 2024 with over a decade of accounting experience. A QuickBooks ProAdvisor, she excels in bookkeeping, payroll, and tax processing, helping clients achieve financial clarity and business goals.
Katie Landazuri
Bookkeeper
Katie joined Evergreen in 2025, utilizing project coordination skills from engineering and construction. She focuses on ensuring client financial health while enjoying family time and outdoor activities like hiking and gardening.
Questions
What industries do you specialize in?
We work with real estate brokers, acupuncturists, restaurants, mortgage brokers, consultants, and small to mid-sized businesses across Oregon, particularly in the Portland area.
Do you offer QuickBooks training for beginners?
Yes, we provide QuickBooks setup, training, and consultation for startups or businesses transitioning to in-house bookkeeping, ensuring efficient software use.
Can you help businesses transition from sole proprietor to S-Corporation?
Yes, we specialize in guiding businesses through entity changes, handling compliance requirements and financial adjustments for smooth transitions.
What sets Evergreen Bookkeeping apart from competitors?
Our team combines CPA firm expertise with personalized service, focusing on accurate cloud-based reporting and tailored solutions for small to mid-sized businesses.
How do you ensure financial report accuracy?
We reconcile accounts monthly, verify transactions against source documents, and provide customized reports to ensure data integrity and informed decision-making.
