Get your books in Order

with help from a virtual bookkeeper for small businesses, nonprofits & solopreneurs

Stop losing sleep over your numbers and start dreaming bigger for your business

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Say goodbye to late nights spent wrestling with spreadsheets or second-guessing every financial move. Designated Bookkeeper gives you the clarity you need to make sense of your finances and the peace of mind to focus on what you do best–growing your business or nonpofit.

Find harmony in the hustle

I manage the numbers so you can focus on managing your business.

Here's how it works...

step one

Book a Free Diagnostic Call

During our initial consultation, I’ll uncover what makes your finances tick (or tangle) & fine-tune a custom package for your business.

step two

Deep Dive & Organize

I’ll roll up my sleeves and get your finances cleaned up & brought up to date, so we can move forward with clarity & confidence.

step three

Monthly Maintenance

I'll maintain and reconcile your books &  provide detailed financial reports, empowering you to make well-informed decisions.

Bookkeeping That Grows With You

We’ll start with foundational service tiers that fit your business, then customize with additional services for a solution that’s as unique as your business.

Designated Essentials

startup savvy

Designated Essentials

Ready to take control of your financial chaos? This package is perfect for small businesses, solopreneurs, and startups with up to $250,000 in revenue.

  • Monthly bookkeeping 
  • Transaction categorization
  • Bank, credit card, and loan reconciliation
  • Monthly financial reports (Income Statement, Balance Sheet, Cash Flows, AR/AP Aging)
  • Month-end close & financial reports delivered by the 20th
  • CPA communication & collaboration
  • Email & phone support
  • 48-hour response time
  • Monthly 30-minute financial review

starting at $575/month

Designated Plus

SCALING SMART

Designated Plus

Need more support as your business grows? This package is your ticket to in-depth bookkeeping and financial management as you scale up to $750,000 in revenue.

  • All Essentials features, plus:
  • Financials delivered by the 15th
  • Monthly 60-minute financial review

starting at $800/month

Designated Premium

ADVANCED INSIGHTS

Designated Premium

Top-tier bookkeeping services for businesses with $750,000+ in revenue who are ready to turn financial data into strategic gold.

  • All Plus features, with:
  • Two 60-minute virtual strategy sessions each month

starting at $1500/month

Designated NonProfit

Special Rates

Designated Nonprofit

Tailored bookkeeping for nonprofits (by someone who knows the unique challenges you face.) Get the financial support you need to focus on your mission, not your books. 

  • All Premium features
  • Specialized nonprofit expertise
  • Priced with your budget in mind

starting at $1125/month

Additional Services

Your Perfect Match

Additional Services

No two businesses are alike, so why should their bookkeeping be? Get tailored services that match your specific needs so you have the exact financial insights & tools you need to drive success.

  • Accounts Payable/Receivable Management
  • Payroll Processing & Recording
  • Class Tracking & Job Costing
  • Email Management
  • Sales Tax Submission
  • W9 Management & 1099 Processing
  • Xero/QuickBooks Online Training
  • Expert Setup Services
  • Exclusive Software Discounts

*Our clean-up & catch-up services are priced as separate one-time projects. Once we’ve established a strong baseline for your books, you’ll be ready for ongoing monthly maintenance at the listed rates. I tailor your package to perfectly fit your bookkeeping needs and may adjust rates based on transaction volume, number of accounts, or any extra services you need.

Sandra Bowman, owner of Designated Bookkeeper, a virtual bookkeeping company, wearing a blue blouse standing next to a brick wall.

Virtual bookkeeper + your new financial BFF.

I’ve spent over 25 years working in finance and have been in the bookkeeping business since 2011. I founded Designated Bookkeeper because I’m passionate about helping small businesses like yours thrive. My clients know me for my eagle-eyed accuracy, straightforward approach, and the rock-solid partnerships we build.

When I’m not balancing books, you’ll find me lost in a good read, digging in my garden, or combing NC beaches for the perfect shell.

I’ll help you count every penny and make every penny count.

Have more questions before booking a call? 

Here are some of my clients’ most commonly asked questions!

A virtual bookkeeper is a professional who manages your business finances remotely using secure online tools. I handle tasks like recording transactions, reconciling accounts, and preparing financial reports - all without the need for in-person meetings. It's convenient, flexible, and gives you 24/7 access to your financial data, ensuring your books are always accurate and up-to-date.

Absolutely! While CPAs and bookkeepers are both financial professionals, we play different roles. Your CPA focuses on tax strategy and yearly filings, while I’ll keep your books accurate and up-to-date year-round. This teamwork ensures your CPA has top-notch financial records come tax time, saving you stress and potentially money.

While I don't prepare tax returns, I’m your secret weapon for a smooth tax season. I ensure your financial records are accurate, organized, and ready for your CPA or tax preparer. This preparation often leads to a faster, less stressful tax filing process and can help maximize your deductions.

Your needs aren’t one-size-fits all, so I customize each package to fit your business! The base price includes essential bookkeeping services for businesses at each level–but every business is unique! After I get to know you & your business, I’ll provide you with a customized quote based on your specific situation, transaction volume, and desired services. Let's chat about your needs and find a solution that fits your budget and goals!

No worries, I’ve got you covered! I offer catch-up bookkeeping services to bring your books up to date. Then, I’ll implement a system to keep everything on track moving forward. It's never too late to get your finances in order.

Yes! Nonprofit bookkeeping is a specialized skill–and it’s something I love to do! My virtual bookkeeping services include customized packages for nonprofits that are specially priced that suit your organization’s needs

Ready to take your books from mess to success?

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