Hello! I am Steph, a local Santa Rosa, CA, bookkeeper.
I prefer to keep my work local and personal.
My mission is to work with the hardworking small businesses and entrepreneurs in our area, helping to give them a leg up with better visibility on their financial data that is crucial to their growth and success.
I keep everything organized, meeting you where you are with your bookkeeping, so you can focus on what you do best—running your business and providing excellent services to your customers.
By working with QuickBooks Online, I provide the most efficient and accessible bookkeeping solutions available, ensuring that your financial records are always accurate and up-to-date. I help in whatever capacity you request, whether that means tackling the intricacies of payroll, managing accounts receivable, or simply providing monthly financial statements.
This way, we are enriching our community together with our services.
initial consult Time
30-60 minutes (free)
bookkeeping Time
1-40 hours (custom need)
Current Clients
- Local non-profit agencies
- Personal bookkeeping and budgeting
- Entrepreneurs
- Contractors and gig workers
- Small business LLCs and S-Corps
- Various trades from artists, consultants, construction, and other trade work
Set Up Steps
1
Collect/access all necessary information for your current accounts: bank, credit cards, loans, investments, etc..
2
Add and clean up all financial transactions for the year requested. Categorize all transactions to the correct accounts.
3
Bring in reporting weekly, monthly, or quarterly for review together and ask any questions if needed. Pay attention to processing times to maintain efficiency in developing any custom reporting needs.
4
Once all components are together rinse and repeat throughout the year. This might involve adapting to changing needs or additional requests.
5
Final year-end review, we made it! This step ensures everything is ready for review with financial advisors and tax professionals.
FAQ: What is your service?
Answer: My bookkeeping service provides comprehensive financial management solutions for small business owners, entrepreneurs, and many more!
FAQ: How can you benefit us?
Answer: By utilizing this bookkeeping service, you can focus on growing your business while we handle the financial aspects.
FAQ: What sets your bookkeeping apart?
Answer: My bookkeeping service stands out due to our personalized approach and attention to detail. We prioritize understanding your business with affordable hourly services.
FAQ: How do I get started?
Answer: Getting started with my bookkeeping service is simple. Just reach out to us through our contact.
FAQ: What are your rates for bookkeeping?
Answer: These rates for bookkeeping services vary depending on the complexity and size of your business. We offer competitive pricing and flexible packages.
FAQ: Can you assist with tax?
Answer: Yes, we provide sales tax services, estimated tax, payments, and payroll tax services as part of our bookkeeping service. Your data will be ready to review with your tax filing professional or CPA.
Testimonials
★ ★ ★ ★ ★
Average Rating: 5 (based on 3 reviews)
Excellent
“Thank you so much, Steph. I love working with you. Finally, I found an awesome, trustworthy bookkeeper.
Yeah, for both of us. “
★ ★ ★ ★ ★
Local Artist
Excellent
“The Fiscal Director is in AWE of you. She is blown away by your expertise and efficiency! I am, too, because you have come into our lives at exactly the right time. She also tells me you are really doing this due to your philanthropic, generous nature.
Thank you very, very much for not charging us your worth. I am so grateful and feel very fortunate that you connected with us so organically. “
★ ★ ★ ★ ★
Local Non-Profit Agency
Great Service
Steph Chapman Consulting Bookkeeper, has provided excellent bookkeeping services for my small business. She is reliable, efficient, and always delivers accurate financial reports. I highly recommend her services.
★ ★ ★ ★ ★
Property Management Entrepreneurs
Highly Recommend
I have been working with Steph Chapman Consulting Bookkeeper, for several years now, and I am extremely satisfied with her services. She has helped me streamline my bookkeeping processes and provided valuable reporting.
★ ★ ★ ★ ★
Local Small Business Cabinet Maker