- katie@medleybookkeeping.com
- +1 443-699-4155

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.
Some Of Our Happy Clients

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.
Contact Us
Find Us
907 Burning Maple Ln,
Mebane,
NC 27302
United States
Call Us
Email Us
katie@medleybookkeeping.com
© Copyright 2024 Medley Bookkeeping LLC. All rights reserved.