Business Details
9 Years
experience
Trusted Bookkeeping Services in Wilsonville, OR
Founded in 2017, Evergreen Bookkeeping is a remote bookkeeping firm dedicated to providing accurate and efficient financial services to small and mid-sized businesses. Our team of experienced professionals specializes in QuickBooks Online software, offering tailored solutions to streamline accounting processes and empower business owners with timely financial insights. With a focus on Oregon-based companies, particularly in Portland, we support industries ranging from real estate and restaurants to consultants and sales representatives. Our mission is to alleviate the stress of day-to-day financial management, allowing clients to concentrate on their core expertise.We pride ourselves on working with ethical entrepreneurs committed to community impact and sustainable growth. Our services include monthly bookkeeping, clean-up projects, tax preparation support, and customized financial reporting. By maintaining precise records, we help clients identify trends, optimize tax planning, and make informed business decisions. Our team combines technical expertise with a personalized approach, ensuring transparency, reliability, and exceptional client service.
Services
Monthly Bookkeeping
Bookkeeping Clean-Up
QuickBooks Training
Tax Preparation Support
Payroll Services
QuickBooks Setup
Consultation Services
1099 Form Preparation
Financial Reporting
Accounts Payable Tracking
Details
- Year established: 2017
Highlights and features
- We offer remote bookkeeping expertise since 2017.
- Our team specializes in QuickBooks Online software.
- We serve small to mid-sized businesses in Oregon.
- We provide customized financial reporting packages.
- We focus on supporting ethical, community-oriented businesses.
Services
Monthly Bookkeeping
Our monthly bookkeeping service ensures accurate financial records by entering transactions, reconciling accounts, and providing customized reporting packages. We use cloud-based software to deliver timely financial reports, enabling informed business decisions. Clients benefit from streamlined processes and compliance with financial standards.
Bookkeeping Clean-Up
We specialize in resolving overdue bookkeeping tasks, organizing disarrayed records, and preparing clean financial statements. This service helps businesses catch up on months or years of neglected accounting, reducing tax season stress and ensuring error-free reporting for CPAs.
QuickBooks Training
Our QuickBooks training services assist businesses in setting up and managing their accounting systems. We provide guidance for startups handling their own books and offer consultation for in-house teams needing periodic support or troubleshooting expertise.
Tax Preparation Support
We assemble tax packages for CPAs, handle payroll record keeping, and prepare federal forms like 1099-MISC and 1099-NEC. This service ensures accurate documentation and simplifies collaboration with tax professionals during filing season.
Payroll Services
We manage payroll record keeping and reporting through third-party providers, ensuring compliance with regulatory requirements. This service reduces administrative burdens and maintains precise financial records for businesses of all sizes.
People
Lisa Najdek
Founder
Lisa founded Evergreen Bookkeeping in 2017 after a decade in CPA firms. She specializes in efficient workflows and remote bookkeeping, prioritizing work-life balance while serving small businesses. She holds a Bachelor's Degree in Business Administration and is a QuickBooks Online ProAdvisor.
Audrey Boyle
Bookkeeper
Audrey joined Evergreen in 2021, bringing experience from tax firms. She focuses on organizing financial records and empowering clients with clear insights. Her attention to detail ensures accurate bookkeeping and client satisfaction.
Morgan Jensen
Bookkeeper
Morgan specializes in accounts receivable and payable, leveraging problem-solving skills to maintain client financial order. She enjoys contributing to small business success through precise bookkeeping and QuickBooks expertise.
Kel Gilmore
Administrative Assistant
Kel manages administrative tasks to keep the team productive. Her organizational skills ensure smooth operations, while her passion for architectural salvage reflects her creative approach to problem-solving.
Lucia Delgado
Bookkeeper
Lucia has over a decade of accounting experience, including payroll and tax processing. A QuickBooks Online ProAdvisor, she helps clients achieve financial clarity and business goals through accurate reporting and bilingual support.
Questions
What bookkeeping services do you offer?
We provide monthly bookkeeping, clean-up projects, QuickBooks training, tax preparation support, payroll services, and customized financial reporting packages tailored to small and mid-sized businesses.
How do you handle remote bookkeeping?
We use cloud-based software like QuickBooks Online to manage transactions, reconcile accounts, and deliver real-time financial reports, ensuring seamless collaboration with clients nationwide.
Which industries do you specialize in?
We specialize in serving real estate brokers, rental properties, acupuncturists, restaurants, mortgage brokers, sales representatives, and consultants, prioritizing ethical, community-focused businesses.
How can accurate bookkeeping benefit my business?
Accurate records enable informed decisions by identifying financial trends, optimizing tax planning, improving cash flow management, and providing reliable data for lenders, CPAs, and financial advisors.
Do you offer QuickBooks training for new users?
Yes, we provide setup assistance and training for businesses starting with QuickBooks Online, as well as consultation for in-house teams needing periodic support or troubleshooting.
