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Your books should help you act confidently when a great opportunity comes along.
Decisions are hard. They're easier when you have a consistently clear financial picture of your business. We can help.
Bookmark Bookkeeping provides structured monthly bookkeeping and reporting in QuickBooks Online for Colorado professional and service-based businesses.
Every service level is built around a reliable monthly close. The recommended Clarity service levels add deeper reporting, review support, and cash flow context for owners who want more insight into their financial picture.
Our foundational services keep your books current, organized, and ready for monthly financial review.
Our Clarity service levels add reporting depth, greater support, and financial context so you can make more informed decisions.
At the Clarity service levels, your monthly reports go beyond the standard Profit & Loss and Balance Sheet. In addition to any custom management reports included in your service, you also receive our exclusive monthly Bookmark Financial Clarity Report designed to help you quickly understand what your numbers are telling you.
This report highlights key performance indicators (KPIs) that address cash trends, receivables, payables, profitability, and short-term financial health in a clear, owner-friendly format. Each KPI includes an easy-to-read status, plain-English takeaways, and guideposts that help you see whether a number looks healthy, needs monitoring, or may need attention. Explanatory formulas and definitions are also included so you know exactly what is being measured and how.
The goal is simple: turn clean monthly books into useful information you can act on with confidence. You get a clear monthly summary of the numbers that gives you the info you need without wasting your time.
Want a closer look at the KPIs behind the report? Read our guide: 9 KPIs You Need to Know.
Rates & Fees
Monthly bookkeeping service is quoted as a flat fee and is based on your average transaction volume, number of accounts, reporting needs, and overall complexity.
We offer a free consultation to discuss your bookkeeping needs, confirm whether Bookmark Bookkeeping is a good fit, and identify a Clarity service level that will give you the clearest view of your business.
Reliable books start with a reliable process.
You’ll know what to send and when. Bank statements, receipts, sales tax details, and open questions are handled with a regular monthly rhythm.
Transactions are categorized consistently. Bank and credit card accounts are carefully reconciled. Any questions are resolved before reports are finalized.
You receive clear, useful reports, starting with your Profit & Loss and Balance Sheet. Optional custom and cash flow reporting helps turn clean books into numbers you can use.
To keep reports reliable, the monthly close depends on timely information. If information is late, the close date moves.
Want a monthly close process like this? Request a free consultation.
The best bookkeeping relationships are built on clear expectations and a great match.
We're a good fit for a lot of businesses but not all. We want to make sure you get the best service and that's only possible when we play to our strengths.
Some businesses are better served by a firm with a different specialty. Below you'll find a list of work we generally don't do, but ask us if you're not sure.
Not sure whether Bookmark Bookkeeping is the right fit? I offer a free consultation to talk through your business, your bookkeeping needs, and whether our monthly bookkeeping process makes sense for you.
Here are a few plain-English articles on some important bookkeeping related topics.
Feel free to contact us if you have any questions or if you would like to suggest other topics!
There are four financial statements that are critical to understand if you want to run your business in a profitable and efficient manner. Here's a quick summary.
Cash flow is critical to the health of a business. Insufficient cash flow is the primary cause of business failures and even profitable businesses can experience liquidity issues.
The bottom line is, errors in your books can lead to bad decisions and end up costing you money. Here are some common bookkeeping mistakes to avoid.
I’m a QuickBooks ProAdvisor with over 25 years of small business experience.
I’ve spent much of my career around the real-world details that keep small businesses running: paperwork, systems, deadlines, decisions, and the numbers behind them.
I know bookkeeping can feel personal. I understand how much trust it takes to hand someone access to your books. They reflect your successes, your challenges, your income, and your plans for the future.
My goal is to bring a calm, organized presence to your business. I like helping business owners like you replace uncertainty with clear, organized numbers you can trust.
If you are looking for structured monthly bookkeeping and a steady person in your corner, I’d be happy to talk with you.
I take pride in my work and am committed to accurate, timely bookkeeping. I work closely with you to help keep your financial records reliable, up-to-date, and organized.
Clear communication is the cornerstone of a reliable bookkeeping relationship. Document requests, open questions, deadlines, and review timing are handled through a defined monthly close process.
I understand that your financial information is sensitive and confidential. I take care to protect your data, safeguard access, and handle your records with discretion at all times.
Ready to see whether Bookmark Bookkeeping is a good fit?
Use the form to request a free consultation, or contact Dee directly below.