expert Bookkeeping services

Professional Bookkeeping for Small Business Success

Simplify Your Finances, Ensure Compliance, and Drive Growth with Our Expert Bookkeeping Solutions

MORE TIME

You’ll have more time to focus on sales, marketing, and customer retention, thus increasing your new and recurring income!

PEACE OF MIND

You’ll have peace of mind knowing that you can call us with any question, comment, or concern that affects your business or personal situation, and we’ll be there to help!

ABLE TO PLAN

You’ll be able to plan whether it’s for taxes or for other life investments, you’ll always know where you stand with monthly financials, and tax planning experts at your fingertips!

Experience More Time, Peace of Mind, and Financial Mastery

With our bookkeeping services, you’ll enjoy the benefits of enhanced privacy and confidentiality, safeguarding your sensitive financial information beyond what an internal employee can offer. Outsourcing your financial team significantly reduces payroll costs by eliminating the need for extra wages, payroll taxes, and fringe benefits. At tax time, you’ll receive the “red carpet treatment” for being organized and ready, avoiding the stress of last-minute extensions and ensuring smooth, efficient financial management year-round.

 

 

Comprehensive Support for Your Small Business

Take control of your finances with our comprehensive services, tailored to meet the unique needs of small businesses. Simplify your operations, stay compliant, and drive growth with our support.

QuickBooks Online Support

Enjoy discounted subscriptions and expert training.

Financial Reporting

Get tailored monthly financials, client invoicing, and bill payments handled.

Strategy Sessions

Monthly meetings to strategize, plan, and discuss detailed financials.

Payroll and Sales Tax Filing

Stay compliant with timely payroll and tax filings.

Income Tax Help

Benefit from expert tax planning and preparation for business and personal returns.

Compliance

Ensure compliance with LLC setups, incorporations, and tax ID registrations.

Some Of Our Happy Clients

Katie is truly a joy to work with. She's very personable, extremely knowledgeable, and can explain bookkeeping matters in a way that's easy to follow. She truly cares about her clients' success!
Rachael Dorr
Katie does a fantastic job as my bookkeeper; I highly recommend her. Professional and courteous, she provides accurate and balanced books that enable me to make informed business decisions. I rely entirely on Katie for my bookkeeping, freeing me to focus on other aspects of my business. With her firm's integrity, I know that my financials are in good hands.
Sheri Thompson
I cannot say enough good things about Katie Medley and Medley Bookkeeping! I was not knowledgeable about the exact needs of my business but she was able to navigate me through the business needs with her knowledge. I asked a tonne of questions and she never made me feel stupid and answered all my concerns. I will refer her to all my small business friends!
Emma Barlett
Katie inherited a mess from our small business. You know what I’m talking about where you think you can “handle It” yourself. Thank goodness for her knowledge and patience. She’s amazing!
Tonya Ferguson
Katie has been a life saver when it comes to doing our books. There have been several times I just wanted to throw my hands up and walk away. Katie came to my rescue, she talked me down and explained how to accomplish my task. Without Katie I wouldn’t have the successful business I have today! I would recommend them to all my family and friends. If you need someone to help you through your business needs this is the perfect team! ⭐️⭐️⭐️⭐️⭐️

Frequently Asked Questions

Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.

 Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price. However, additional services are available as an add-on to your basic bookkeeping package. These add-on’s include: detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation. Monthly strategy sessions are also available for additional fees.

‍Please contact me, you will have an opportunity to review additional services in more detail and select those that suit your business best.

Many of our team members are CPAs and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals, so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.  

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.  

We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we’ve received your email and will address it shortly.

Due to the flexible natural of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls. 

Yes. Our team must use Quickbooks Online in order to handle the bookkeeping. Versions – Essentials, Plus, or Advanced are all acceptable. Quickbooks Self Employed is not. If you have a current subscription, you are ahead of the game. No need to get another subscription. We are able to offer 30% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start.  

Nope! No contract is required. However, there are no partial month refunds.

The engagement letter will be emailed to you upon the beginning of our business relationship.

Ready To Get Financial Clarity And Freedom?

Contact Us

Find Us

907 Burning Maple Ln, 

Mebane,

NC 27302

United States

Call Us

+1 443-699-4155

Email Us

katie@medleybookkeeping.com

© Copyright 2024 Medley Bookkeeping LLC. All rights reserved.