Simple Bookkeeping Support for Small Businesses
I help freelancers and small business owners keep their books organized, accurate, and ready for tax time — without the stress.
Meet Your Bookkeeper
Hi, I’m Suzy, founder of Lulu Bookkeeping Services.With over 15 years of experience supporting businesses behind the scenes in operations, administration, and financial organization, I understand how quickly bookkeeping can fall behind when you’re focused on running your business.I work with freelancers and small business owners to keep their books organized and up to date each month.My goal is simple: give business owners peace of mind knowing their financial records are organized, accurate, and ready for tax season.
Bookkeeping Support for
Small Businesses
My services are designed for:
• Freelancers
• Service-based businesses
• Entrepreneurs and consultants
• Businesses that need help catching up or staying organizedIf bookkeeping is something you’ve been meaning to get to “when you have time,” I can help take it off your plate.
Services
Bookkeeping Software Options
Lulu Bookkeeping Services primarily works with QuickBooks Online, a widely used platform for small business accounting. With many years of experience using QuickBooks, I can efficiently set up, organize, and maintain financial records using this system.However, I understand that every business operates differently. If you are already using another accounting software, I’m happy to work within your existing system whenever possible.For very small businesses or those who prefer a simpler approach, bookkeeping can also be managed using structured spreadsheets. In these cases, we can create a system that keeps your records organized and easy to maintain.Because every business has different levels of transaction volume and complexity, pricing may vary depending on the bookkeeping system being used and the amount of organization required.Already using QuickBooks but not sure everything is set up correctly?
I’ll review your current file and identify any cleanup or adjustments needed before beginning ongoing bookkeeping.
Signs You Might Need a Bookkeeper
Running a business takes time and energy, and bookkeeping is often one of the first things to fall behind. If any of the situations below sound familiar, it might be time to bring in support.You might benefit from bookkeeping help if:• You’re unsure whether your financial records are fully organized or up to date
• You feel behind on categorizing transactions or reconciling accounts
• You’re spending too much time trying to manage bookkeeping yourself
• Your accountant asks for reports or documents that take time to pull together
• You’re preparing for tax season and want your records organized ahead of time
• Your business has grown and bookkeeping is becoming harder to keep up with
• You’re using QuickBooks Online but aren’t sure everything is set up correctly
• You’re currently tracking finances in spreadsheets and want a more organized systemBookkeeping support can help bring clarity and organization to your financial records so you can focus on running and growing your business.
Monthly Bookkeeping Support
Ongoing monthly bookkeeping services include:• Transaction categorization
• Bank and credit card reconciliation
• Financial record organization
• Accounting-related administrative supportPlans vary depending on the number of accounts and monthly activity.
Simple Monthly Plans
Starter Plan
Best for freelancers and very small businessesIncludes:
• Monthly bookkeeping maintenance
• Reconciliation of up to 2 accounts
• Up to 30 minutes of admin/accounting support
Growth Plan
Includes:
• Monthly bookkeeping
• Reconciliation of up to 4 accounts
• Up to 1 hour admin/accounting support
Established Plan
Includes:
• Monthly bookkeeping
• Reconciliation of 5+ accounts
• Up to 2 hours admin/accounting support
Additional support beyond the included time
may be billed at $30/hour if needed.
What Working Together
Looks Like
Step 1
Schedule a free consultation to talk about your business and bookkeeping needs.
Step 2
If applicable, complete QuickBooks setup, file review, or access to existing software, depending on your current system.
Step 3
Complete a short client information form and onboarding checklist.
Step 4
Begin monthly bookkeeping support so your books stay organized and up to date.
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What You'll Need
to Get Started
To begin bookkeeping services, clients typically provide:• Access to QuickBooks Online or existing software
• Connection of business bank and credit card accounts, if not set up
• Basic business information
• Access to any payment platforms and/or reports (Stripe, Square, etc.)A simple onboarding checklist will guide you through each step so the process is smooth and easy.<!-- 100% privacy-first analytics -->
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Ready to Simplify Your Bookkeeping?
Lulu Bookkeeping Services
Suzy McIntyre
Bookkeeping Support for Small BusinessesEmail: [email protected]