Your Business Deserves Better Financial Clarity

Stop Settling for Bookkeepers Who:

  • Disappear for weeks without communication

  • Make you retrain someone new every few months

  • Don't have clear processes or systems

  • Leave you guessing about your financial health

We are the bookkeeping partnership that empowers women and under-represented business owners to build the success they deserve.

The 7 Questions That Will Change Everything

Before you pay for another month with your current bookkeeper, ask them these questions:

1. What does your month-end close process consist of?

2. If you don't know what a transaction is, what is your process to figure it out?

3. Is a monthly review meeting a part of you service offering?

4. Will I have a consistent point of contact?

5. What is not included in your service?

6. What reports will you send me and how often will you send them to me?

7. How do I securely send you information (i.e. bank statements)?

Here's How We're Different

Service First, Last, and Always

We built our entire business around one question: "What do business owners actually need from their bookkeeper?"

Owner as Your

Dedicated Account Manager

No more re-telling your business story every few months. You get a company owner as your consistent point of contact who knows your business inside and out.

Monthly Financial Review Meetings

Every month, you'll meet with your dedicated account manager to review your numbers, discuss your results, and plan ahead-not just receive reports in your inbox.

Communication You Can Count On

If you don't hear from us multiple times each month, we aren't serving you well enough. Period.

About Us


We provide consistent, communicative support through dedicated account managers (who are owners of the business) who truly understand each client's unique business journey.

Our Mission:

To empower women and under-represented business owners with clear, judgment-free financial guidance through exceptional bookkeeping service.

We don't just manage your books—we become your financial partners, helping you understand your numbers so you can make confident decisions that drive real growth.

STILL NOT SURE?

Frequently Asked Questions

Our Answers To Those 7 Critical Questions

Question 1: What does your month-end close process consist of?

You need to send us all bank, credit card, and loan/debt statements within two business days of the statement end date. We’ll have an initial draft of the monthly financial statements by the 5th business day. Your monthly review meeting with your dedicated account manager will be scheduled around the 6th-10th of the month. We’ll issue final financial statements for the month after the monthly review meeting and any questions asked during it are answered (typically by the 10th-15th business day).

Question 2: If you don't know what a transaction is, what is your process to figure it out?

We will reach out during the month to get questions answered on transactions we can’t easily classify and you’ll have 3 business days to respond. No mysteries, no guessing.

Question 3: Is a monthly review meeting a part of your service offering?

Absolutely. This meeting is typically scheduled with your dedicated account manager between the 6th and 10th business day every month. This is where we discuss your numbers, answer questions, and plan ahead.

Question 4: Will I have a consistent point of contact?

You will have a dedicated account manager who is an owner of the business. They will be your primary point of contact for all questions regarding your books as well as to provide reporting as needed for banking, tax, and other purposes.

Question 5: What is not included in your service?

Income Tax Preparation, Payroll, and Sales Tax

A full-time bookkeeper (all of our bookkeepers work on multiple client accounts)

Tax Strategy and Tax Planning

Question 6: What reports will you send me and how often?

Monthly: Profit & Loss and Balance Sheet

Annually: Complete financial package for your tax accountant

Custom reports available upon request

Question 7: How do I securely send you information?

We use a secure-encrypted FTP site for secure file transfer.

You’ll have a dedicated client folder that will be where monthly reports from our team are stored as well as a place for you to upload statements and other information.

Copyrights 2025 | Between The Sheets Bookkeeping LLC | Terms & Conditions