While your accountant plays a key role in preparing your taxes and offering high-level financial advice, a bookkeeper keeps your financial records organized and up to date year-round. Here's the difference:

• Bookkeepers manage your day-to-day financial transactions—like recording income and expenses, reconciling bank accounts, categorizing transactions, and preparing financial reports. This ensures your books are accurate and current every month.

• Accountants typically use the data from your books to file your taxes, create projections, or offer strategic planning—but they’re not usually involved in the monthly upkeep of your records.

If you wait until tax time to involve your accountant, they may have to spend extra time (and charge higher fees) just to clean up your books before they can even start their work. A professional bookkeeper helps prevent that, saving you both time and money—and making your accountant’s job easier and more efficient.

We work with a variety of small to mid-sized businesses, including service providers, construction work, nonprofits, restaurants, etc. We also offer KPI reporting services tailored for business owners who want deeper financial insights beyond basic bookkeeping.

Yes, all of our services can be handled remotely using cloud-based software like QuickBooks Online, Xero, and other secure platforms. We work with businesses across Lincoln, Nebraska, and beyond.

We make the process as simple and secure as possible for you. There are a few flexible options depending on your preferences and business setup:

• Secure File Sharing: Most clients upload their documents—such as invoices, receipts, bank statements, and payroll reports—using a secure cloud platform like Google Drive or Dropbox. We'll provide you with a private, organized folder for your business.

• Direct Bank Feed Access: If you're using accounting software like QuickBooks Online, we can connect directly to your bank and credit card accounts (with your permission) to automatically import transactions—this saves time and reduces errors.

• Email Forwarding: You can forward digital receipts or vendor invoices directly to our designated bookkeeping email.

• Custom Solutions: Every business is different, so during our onboarding process, we’ll decide together what method works best for you—whether that’s weekly document drops/pickups, monthly uploads, or real-time access.

Absolutely. We offer bookkeeping catch-up and clean-up services for businesses that have fallen behind or need to correct errors in their records.

We primarily use QuickBooks Online and Xero for bookkeeping. For KPI reporting, we also use tools like Excel, Google Data Studio, and custom dashboard solutions.

KPIs (Key Performance Indicators) are measurable values that show how effectively your business is achieving key goals. Tracking KPIs helps you make better decisions by understanding cash flow, profitability, and growth trends.