Clear Numbers.
Confident Decisions.
At Heartbeat Bookkeeping, we don’t just keep track of your numbers—we give you clarity, confidence, and peace of mind. Our services are designed to make your business run smoother, your planning smarter, and tax season a whole lot easier. Because where your numbers find their rhythm, your business finds its strength.
How it Works
Getting started with bookkeeping shouldn’t be complicated. We keep it simple, clear, and stress-free.
01
Connect
We’ll chat about your business, your goals, and what you need help with. Think of it as a friendly “get to know you” session (coffee optional ☕).
02
Customize
No cookie-cutter packages here. We’ll create a bookkeeping plan that fits your business—whether you need setup, cleanup, or ongoing support.
03
Organize
We’ll get your books in order, set up reporting, and make sure everything is accurate and tax-ready.
04
Support
Once you’re up and running, we’ll be your financial sidekicks—answering questions, sending reports, and keeping things in rhythm month after month.
Bookkeeping Support That Fits Your Business
Whether you’re just getting started, catching up, or ready to hand things off completely, we’re here to make your finances simple, accurate, and stress-free. Here are the ways we can support you—always tailored to your unique business needs.
-
Whether you’re just getting started, need help catching up, or are ready to hand things off completely—we can set up your books, perform cleanups, and take over your ongoing bookkeeping so everything stays accurate and up to date.
-
We deliver reliable financial information that empowers you to make decisions that grow and sustain your business.
-
We can help manage your billing and invoicing needs, so your business never skips a beat.
-
Full payroll support to help you take care of your team with confidence and compliance.
-
We manage sales tax filing and reporting for applicable states—including Oregon, Washington, Texas, and California—ensuring timely compliance and accurate submissions.
-
We help you reduce tax liability while identifying opportunities to increase profitability and cash flow.
-
Get the benefits of a high-level financial leader without the cost of a full-time hire. We provide strategic financial guidance, accurate reporting, and oversight of internal controls—helping your business stay compliant, efficient, and set up for long-term success.
-
Your books will always be ready for tax reporting, as well as for bank and loan requests—minimizing stress and avoiding surprises.
-
We prepare and file 1099 forms to keep you compliant and stress-free at tax time—making sure contractors are paid properly and deadlines are never missed.
-
For business owners who manage their own bookkeeping but run into roadblocks, we offer one-on-one QBO support. Whether you’re stuck reconciling, handling duplicate transactions, or can’t get balances to match—we’ll troubleshoot, explain the issue, and guide you through the fix so you feel confident moving forward.
Our Rhythm for Success
What makes our process different? Plenty of bookkeepers can balance your numbers. We do that too - but here’s how our process stands out:
We Respond Quickly
When you reach out, you’ll actually hear back—fast. We respond within two business days (but usually sooner).
We Keep Things Crystal Clear
We make your numbers easy to understand and even easier to act on. No confusing terms, no surprises.
We Triple-Check Everything
Accuracy isn’t just a word to us—it’s our standard.
Every report is reviewed thoroughly so you can make
decisions with confidence.
We Build Relationships,
Not Transactions
Our clients aren’t just clients—they’re part of our heartbeat. We care about your wins, your goals, and your peace of mind.
We’re Fun (and Easy to Work With)
We take the work seriously, but not ourselves. Our team is approachable, kind, and yes—fun. You’ll feel supported, not stressed, every step of the way.
Who We Can Help
We’ve worked with a wide variety of small businesses—always tailoring our services to fit their unique needs.
Creative & Lifestyle
Florists
Interior Designers
Photographers
Social Media
Theatre & Arts
Health & Wellness
Acupuncturists
Counselors
Dental
Fitness
Life/Wellness Coaches
Hospitality & Retail
Food Trucks
Hotels & Airbnb’s
Online Sales
Restaurants & Breweries
Retail
Professional Services
Construction
Event Planners
Finance
Professional Organizers
Real Estate
Not seeing your type of business? Don’t worry - we’ll make sure your numbers find their rhythm too!
Ready to Get Started? We’ll Make it Easy
At the end of the day, your books aren’t just about reports and reconciliations—they’re about people, goals, and peace of mind. That’s why we put relationships first and numbers second (even though we’re pretty great at both).