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.
*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.
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.
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