Business Details
Expert Bookkeeping Services for Business Clarity
At Bookkeeping by Design, we specialize in transforming financial chaos into clarity through meticulous bookkeeping and personalized support. With over 30 years of industry experience, our team delivers accurate financial reporting, tailored QuickBooks solutions, and strategic account management to empower business owners. We prioritize building lasting relationships, offering CPA coordination and in-depth financial insights that enable clients to make informed decisions. Our commitment to kindness, honor, and liberation from financial stress drives every service we provide, ensuring clients gain both confidence and control over their business operations.
Services
Account Management
CPA Coordination
Financial Reporting
QuickBooks Training
Account Reconciliations
Accounts Receivable
Accounts Payable
Highlights and features
- We offer over 30 years of specialized bookkeeping expertise.
- Our team provides personalized financial reporting tailored to your business needs.
- We guarantee seamless CPA coordination and account reconciliation.
- Our services include customized QuickBooks training and management.
- We serve diverse industries with both local and remote capabilities.
What people say
Knowledgeable
Prompt
Trustworthy
Patient
Stress-free
Services
Account Management
Our account management service provides comprehensive tracking of balance sheets, cash flow, accounts receivable/payable, and reconciliations. We help businesses maintain organized records, reduce financial stress, and gain actionable insights through detailed reporting. This service ensures accurate financial oversight for strategic decision-making.
QuickBooks Training
We offer personalized QuickBooks setup, training, and ongoing management services. Our experts teach clients to navigate the software efficiently while providing full-service bookkeeping options. This service combines education with professional support to maintain accurate financial records and improve business owners' financial literacy.
Financial Reporting
Our financial reporting service delivers customized quarterly sales reports, budget forecasts, and cash flow analyses. We transform raw financial data into clear, actionable insights that help businesses understand their financial position and plan strategically for future growth and stability.
CPA Coordination
We handle complete bookkeeping management from initial organization to seamless CPA coordination. Our service ensures accurate record-keeping, timely tax preparation, and smooth collaboration with tax professionals to optimize financial processes and compliance for businesses.
Account Reconciliations
Our account reconciliation service identifies and resolves discrepancies in financial records. We ensure all transactions match actual spending through detailed analysis of bank statements, invoices, and internal records, maintaining financial accuracy and preventing costly errors.
People
Lee Ann Reeves
Owner
With over 30 years of bookkeeping experience, Lee Ann founded Bookkeeping by Design to help entrepreneurs achieve financial clarity. She specializes in QuickBooks solutions and values family, faith, and outdoor activities with her grandkids and labradoodles.
Kirsten Speyer
Bookkeeper
Kirsten helps business owners reduce financial stress through efficient bookkeeping. She balances part-time work with family life, enjoying gardening, baking, and macrame. Her focus is on enabling entrepreneurs to concentrate on their core business passions.
Joni Unruh
Bookkeeper
Joni supports businesses through accurate financial management while raising her family in Bend. She values faith-driven work and enjoys outdoor exploration with her family, helping clients optimize their business strengths through organized financial systems.
Nichole Hodge
Bookkeeper
Nichole combines stay-at-home parenting with bookkeeping, serving Bend's small businesses. She appreciates continuous learning opportunities and enjoys outdoor activities with her toddler, bringing both flexibility and local market knowledge to her clients.
Jacy Gasper
Bookkeeper
Jacy provides remote bookkeeping support while exploring international destinations. She focuses on financial clarity for small businesses through accurate record-keeping, balancing her passion for community involvement and outdoor adventures in Bend with her flexible work arrangement.
Questions
What bookkeeping services do you offer?
We provide account management, financial reporting, QuickBooks training, CPA coordination, and account reconciliations tailored to individual business needs.
How long has your company been in business?
Our founder has over 30 years of bookkeeping experience, with the company serving clients locally in Bend and remotely nationwide.
Can you help with QuickBooks setup and training?
Yes, we offer complete QuickBooks setup, personalized training, and ongoing management services for businesses of all sizes.
Do you work with remote clients?
We serve businesses throughout the country through secure remote bookkeeping solutions while maintaining our Bend, Oregon headquarters.
How do you ensure financial accuracy?
Our team uses detailed reconciliations, regular reporting, and CPA coordination to maintain precise financial records for all clients.