Bespoke

Bookkeeping Services for Small Businesses

Stop losing money to messy books. Professional bookkeeping gives you the clarity to make confident decisions and maximize every dollar.

Are you unsure if your business is actually profitable?

You’re not alone. Most business owners are flying blind with their finances.

When your books are messy, every business decision becomes a gamble. You can’t tell which products or services actually make money. You miss tax deductions because receipts are scattered everywhere. You lose sleep wondering if you have enough cash flow to make payroll next month.

Clean books do more than keep you compliant with regulations. They become your roadmap to profitability. When you know exactly where your money is going, you can make the smart decisions that separate thriving businesses from struggling ones.

Does your business need organized books but you don’t know where to start?

You’re in the right place.

Get your books organized

No more shoeboxes full of receipts or scrambling at tax time. I’ll set up clean, simple systems that actually make sense for your business.

Monthly FInancial Clarity

Know exactly where your business stands every month. Clear reports show you what’s working, what isn’t, and where your biggest opportunities lie.

Tax-Ready Organization

Everything categorized and organized year-round. When tax season arrives, you’ll be prepared instead of scrambling. Your CPA will appreciate the clean records, and you might even save on preparation fees.

Meet your bookkeeper

Hey, I’m Marilee!

I’m passionate about helping North Carolina business owners gain financial clarity without the stress.

With my background in [relevant experience], I understand the challenges of managing business finances while trying to grow your company.

When I’m not organizing books and creating financial reports, you’ll find me [personal interest – supporting local businesses, exploring NC trails, or volunteering in Fuquay-Varina].

How it Works

Discover


We’ll discuss your business and bookkeeping challenges to see if we’re a good fit.

Design


I’ll design a bookkeeping system that fits your industry, workflow, and budget.

Deliver


Your books get organized with regular insights so you can make smart business decisions.

Frequently Asked

I handle your monthly transaction categorization, bank reconciliations, financial reports, and QuickBooks maintenance. You’ll receive monthly profit & loss statements and balance sheets that show exactly where your business stands financially.

Pricing is tailored to each business based on your specific needs and complexity. Every business is different, so I create custom pricing that fits your situation. We’ll discuss your requirements during our free consultation to determine the best approach for your business.

No judgment here. Most new clients come to me with disorganized records. I specialize in cleanup projects and will get you caught up before moving to ongoing monthly service. We’ll discuss the timeline during your consultation.

Initial cleanup typically takes 2-4 weeks depending on how far behind you are. Once organized, you’ll receive monthly reports by the 15th of each month for the previous month’s activity.

Absolutely. I work closely with your tax professional to ensure they have everything needed for smooth tax preparation. Clean, organized books often reduce your tax prep fees and help maximize deductions.

Apply Now

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