Your books,
beautifully done.
good business decisions start at the roots
Your needs, met.
Monthly Bookkeeping
The easiest way to keep your books current, month after month.
Includes:
Transaction categorization
Bank and credit card reconciliations
Adjusting journal entries as needed
Financial Reporting
Optional Add ons:
Receipt maintenance
Payroll tax filing
Sales tax filing
Starting at $300/month
Cleanup / Catchup Work
Behind on categorizing transactions? Reconciliations not lining up?
May include:
Months of categorization
Undoing & redoing account reconciliations
Adjusting journal entries
Clearing out old AR, AP, or undeposited funds account balances
Any other cleanup your bank or tax accountant needs
Free Diagnostic
Quoted based on complexity
QuickBooks Support
Whether you're just getting started or want to increase your skills.
New business?
Chart of Accounts setup
Creating rules & automations
Navigating QBO with confidence
Already in Business?
One-on-one QBO training
Improving accuracy and efficiency
Building confidence in your processes
$75/hour
Your partner, trusted.
After years working at a CPA firm, I saw firsthand how much clean, accurate books matter — and how costly it is when they're not. Messy records lead to blind decisions, tax headaches, and more stress than any business owner should carry.
The truth is, most business owners don't have the time or the desire to keep up with their bookkeeping, and that's perfectly okay. That's exactly why I started Willow Tree Bookkeeping — to take that weight off your shoulders and give you the financial clarity you need to run your business with confidence.
When your books are in order, you can stop guessing and start growing.
Hailey Newman, Certified Bookkeeper
Your questions, answered.
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You're constantly behind on categorization or reconciliation
Your bank balances aren't matching prior period statements
Keeping up with the books causes excessive stress or bleeds into your personal time
You just plain hate it
Tax season feels like a crisis every single year
If any of these sound familiar, let's talk.
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Nope — and that's intentional. I want to be the very best bookkeeper for my clients, and I won't pretend I can also be the very best tax accountant. My focus is keeping your books clean and accurate all year long, so that when tax time comes, your accountant has everything they need. If you don't already have a tax accountant, I'm happy to point you in the right direction.
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Click the “learn more” button below and you will be directed to fill out a brief form.
Once your answers are reviewed, I’ll reach out to schedule a free discovery call.
If we decide we’re a good fit, I will send over a proposal for you to review and sign.
Documents are requested and the work begins!