We help business owners get caught up, stay organized, and move forward without judgment or overwhelm.
Whether you’re a few months behind or a few years, we’ll untangle it and get your books back on track.
No shame. No lectures. We’ll meet you where you are.
There’s no shame in getting back on track. Most business owners are capable of handling their books, but there are only so many hours in the day. You don’t have to do it alone—or at all. I’m trained and certified to step in, review your books as they are, and untangle the mess for you.
Whether it’s months or years of inconsistent bookkeeping, I’ll correct the records, provide accurate reports, and get you prepared for taxes, audits, or simply a fresh start. With professional cleanup, you won’t just catch up—you’ll get ahead.
I get some basic information about your business and take a look at your current books to get an idea of the scope of the cleanup. At this point I will just need view-only access to QBO or current financial reports.
I go over the findings of the diagnostic review and the areas that need the most attention. I then give you my estimate for the cleanup as far as how long it will take and the overall cost. I also give you the monthly bookkeeping cost after the cleanup is done if you never want to worry about your books again.
Once the proposal is signed and payment is received, we’ll get started by setting up (or gaining access to) your books in QuickBooks Online. From there, I’ll provide you with a simple list of permissions needed to give me view-only access to the accounts required for cleanup. This ensures I can get the job done efficiently while keeping your accounts secure.
Messy books, lost receipts, late nights with spreadsheets—sound familiar? That’s where I come in. I’ll take care of the numbers, simplify your processes, and keep everything untangled so you can finally breathe easier.
Daily Transactions – Recording sales, categorizing expenses, and keeping everything up to date.
Accounts Receivable & Payable – Billing customers, tracking payments, and staying on top of what you owe.
Bank Reconciliations – Matching books to bank statements so nothing gets missed.
Loan & Liability Tracking – Monitoring loan balances and tax liabilities.
Monthly Financials – Clear, accurate reports: Profit & Loss, Balance Sheet, and Cash Flow.
Year-End Support – Coordinating directly with your accountant so tax season is stress-free.
Receipt Management – Simple systems to snap, upload, and store receipts with ease in QBO.
You’ll get timely monthly reports—including a Profit & Loss, Balance Sheet, and Cash Flow—so you always have a full picture of your business performance.
No jargon and no confusion. Just straightforward updates and answers when you need them. I keep things simple so you can actually use your numbers to make decisions.
Your books are kept clean, organized, and accurate. I make sure every transaction is recorded properly so you always know exactly where your business stands.
Hi, I’m Sarah, founder of Bookkeeping Untangled. I started my career in IT, fixing computers and building websites, but I discovered my true passion in bookkeeping—bringing clarity and order to numbers. I love helping business owners feel confident knowing their books are accurate and up to date. My approach is all about turning financial confusion into stress-free clarity, so you can make decisions with confidence.
On a personal note, I’m also a mom of five so organization and multitasking are superpowers.
I’m excited to meet you and make your life a little easier by doing the work I love. Talk to you soon!
It’s often more affordable than the cost of mistakes or missed opportunities. What I charge depends on the size and complexity of your business. Things like the number of monthly transactions, whether you need invoicing support, how many bank and credit accounts you manage, and whether any loans need to be tracked. Once I have the full picture of your needs, I’ll provide a customized proposal that fits your business.
Unless you’ve had bookkeeping training, chances are you’re spending way too much valuable time trying to keep up with the numbers, and probably missing out on deductions. You have the opportunity to finish your day and enjoy the time you’ve worked so hard to earn. Delegating bookkeeping is one of those tasks that can be handed off.
Accuracy and reliability are at the core of my work. I’m a certified, insured professional bookkeeper. In the unlikely event that something does go wrong, my insurance coverage protects you. This means you can stay focused on your business growth with peace of mind.
I am not a CPA, but a professional bookkeeper. My role is to keep your financial records accurate, organized, and up to date so you always know where your business stands. If you don’t have an accountant already, I have some great referrals from my local area.
As such, I don’t prepare or file taxes, but I make tax time so much easier. I keep your books clean and accurate all year long so when I work directly with your accountant they have everything they need to file your returns smoothly.
I don’t process payroll directly. If payroll is needed, it will be set up through a third-party service such as Gusto.
