Turning Vision Into Value
Our Mission
Bookkeeping by Design empowers business owners to make informed decisions for their future by providing clear and concise financial guidance and support. We believe in building lasting relationships with our clients and becoming trusted partners in their financial success.
Our Values
- Integrity: We uphold the highest ethical standards and maintain confidentiality in all client interactions.
- Transparency: We provide open and clear communication, ensuring you are always informed about your financial health.
- Collaboration: We work closely with you to achieve your unique business goals and financial aspirations.
- Empowerment: We empower you with knowledge and skills to manage your finances confidently.
1. Account Management Services
- In-depth reporting and analysis to understand your financial standing.
- Personalized advice for cost reduction and revenue optimization.
- Proactive management of your accounts payable and receivable.
2. CPA Coordination
- Comprehensive bookkeeping management, from initial organization to coordinating with your CPA.
- Ensure accuracy and compliance with tax regulations.
- Liaise between you and your CPA to streamline communication and efficiency.
3. Financial Reporting Services
- Accurate and timely financial statements tailored to your unique needs.
- Comprehensive budgeting and forecasting tools to plan for the future.
- Regular review and analysis of financial reports to identify potential risks and opportunities.
4. QuickBooks Training & Management
- Personalized training on how to effectively use QuickBooks for your business.
- Ongoing support and guidance to ensure you get the most out of the software.
- Customized solutions to streamline your bookkeeping processes and workflows.
Empowering Your Financial Success
We believe in empowering business owners with the knowledge and resources they need to achieve financial success. We are committed to providing exceptional customer service, building lasting relationships, and helping you achieve peace of mind regarding your finances.
Bookkeeping Experience
The reviewers have shared their positive experiences with Lee Ann, a bookkeeper, who has demonstrated exceptional professionalism, kindness, and responsiveness. Her clients appreciate her ability to understand their financial situations and provide expert guidance, making her a valuable asset to small businesses in Bend.
Personal Touch
Lee Ann has built strong personal relationships with her clients, who describe her as kind, generous, and fun-loving. Her clients appreciate her willingness to listen and connect, making them feel at ease and reducing their financial stress. Additionally, her clients praise her compassion and care for their well-being, making her a trusted partner for small business owners.
Exceptional Service
Lee Ann's clients praise her prompt responses to inquiries, her ability to explain complex financial concepts in a clear and concise manner, and her devotion to helping small businesses overcome financial stress. Her services have been instrumental in relieving stress and providing peace of mind for her clients.
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