Financial Clarity for Growing Businesses
From monthly bookkeeping and cleanup to AR/AP support and financial management, Books by Bree helps small business owners stay organized, know where their money is going, and feel confident in their numbers.
Hi! I’m Bree,
I’m a Cali native but moved to AZ with my husband and our kiddos in 2020. We love it here.
I have many years of experience with finances and bookkeeping. My love for it grew when my husband and I were running two businesses and I was managing the back office side and books for both.
I know what it’s like to juggle a business and real life, because I’ve been there.
That’s why I started Books by Bree. To help take the weight off your plate knowing your books are handled with care – so you can focus on what matters most.
How It Works
Discover how my tailored bookkeeping services simplify your financial management in clear, easy steps.
Step One: Initial Consultation
Begin with a personalized consultation to understand your business needs and set clear financial goals.
Step Two: Customized Planning
We develop an organized bookkeeping plan designed to streamline your finances and enhance clarity.
Step Three: Seamless Support
Experience ongoing, friendly support that keeps your books accurate and your business thriving.
Services
Stay on top of your finances with consistent, reliable bookkeeping each month.
Monthly bookkeeping may include transaction categorization, bank and credit card reconciliations, account review, monthly financial reports, and ongoing bookkeeping support.
You’ll have cleaner books, clearer numbers, and a better understanding of where your business stands financially.
Behind on your books or dealing with accounts that just don’t look quite right? I can help get everything cleaned up and back on track.
Cleanup and catch-up services may include reviewing prior transactions, correcting categorization issues, reconciling accounts, organizing outstanding items, and bringing past months up to date.
The goal is simple: accurate books you can actually trust moving forward.
Keep money coming in, bills organized, and important due dates from slipping through the cracks.
AR/AP support may include customer invoicing, tracking outstanding balances, payment follow-up, entering vendor bills, organizing vendor information, monitoring due dates, and reviewing AR/AP reports.
Available as an add-on to monthly bookkeeping or as customized ongoing support.
Whether you’re starting a new business or your current QuickBooks setup needs some attention, I can help create a cleaner system from the start.
Services may include QuickBooks Online setup, chart of accounts organization, connecting bank and credit card accounts, reviewing existing workflows, and one-time QuickBooks support.
Your bookkeeping system should make running your business easier, not give you another headache.
Good bookkeeping tells you what happened. Financial management helps you understand what those numbers mean for your business.
Support may include monthly financial reporting, cash-flow visibility, budgeting, reviewing income and expenses, identifying trends, and helping you better understand your financial position.
Designed for business owners who want more than organized books and want greater clarity when making decisions.
My Approach
Spending too much time in QuickBooks instead of actually running your business?
My approach is simple: keep your books organized, your numbers clear, and the entire process completely judgment-free.
Whether you’re fully caught up or haven’t opened your books in months, I meet you where you are, clean things up, and help keep everything running smoothly moving forward. No pressure, no confusing accounting language, and no making you feel behind—just reliable support and organized financials you can actually understand.
You don’t have to be the numbers person to run a successful business. You just need someone you trust to help keep everything balanced behind the scenes.
Let’s Chat
Schedule a free books review with me
