Business Details
9 Years
experience
Trusted Remote Bookkeeping Services in Portland, OR
Evergreen Bookkeeping was founded in 2017 to provide tailored accounting solutions for small to mid-sized businesses. Our remote bookkeeping services leverage QuickBooks Online to deliver accurate, timely financial records that empower informed decision-making. We specialize in supporting Oregon-based companies, particularly in real estate, healthcare, and professional services, while serving clients nationwide. Our team of certified professionals brings decades of combined experience in accounting workflows, tax compliance, and business optimization. We prioritize building long-term relationships with clients who value integrity, community impact, and sustainable growth.By handling complex financial documentation, we free business owners to focus on their core operations while maintaining compliance and financial clarity. Our expertise extends to entity structure transitions, payroll management, and collaboration with CPAs for tax planning. We maintain rigorous attention to detail through cloud-based systems that ensure data security and accessibility. Our commitment to continuous learning keeps us current with evolving accounting standards and software capabilities. Clients benefit from customized reporting packages that highlight critical financial trends and support strategic business decisions.
Services
Monthly Bookkeeping
Financial Clean-Up
QuickBooks Training
Tax Package Assembly
Payroll Management
Entity Structure Transition
Accounts Payable Tracking
1099 Form Preparation
Bookkeeping Consultation
Details
- Year established: 2017
Highlights and features
- We offer 8+ years of experience in remote QuickBooks accounting services
- Our team specializes in Oregon business compliance and tax requirements
- We help clients transition from sole proprietor to S-Corporation structures
- Our bookkeepers maintain active collaboration with CPAs and financial advisors
- We provide industry-specific expertise for real estate, healthcare, and professional services
Associations and certifications
- QuickBooks Online ProAdvisor
Services
Monthly Bookkeeping
Our monthly bookkeeping service maintains continuous financial records by processing transactions, reconciling accounts, and generating customized reports. We ensure accurate tracking of income, expenses, and payroll while maintaining compliance with tax regulations. Clients receive timely financial insights to support strategic business decisions through organized reporting packages.
Financial Clean-Up
We specialize in resolving backlogged accounting records for businesses needing immediate financial clarity. Our team organizes disarrayed transactions, reconciles discrepancies, and establishes proper documentation systems. This service enables clients to meet compliance requirements, prepare for tax season, and obtain accurate financial statements for lending or business transitions.
QuickBooks Training
Our QuickBooks Online training services help businesses establish efficient accounting workflows. We provide implementation support, staff training, and troubleshooting assistance for companies managing their own books. This includes system setup, transaction processing guidance, and best practices for maintaining accurate financial records throughout the year.
Entity Structure Transition
We assist businesses transitioning from sole proprietor to S-Corporation status. Our services include compliance documentation, payroll system implementation, and financial record restructuring. This support helps clients optimize tax benefits while maintaining proper accounting practices during organizational changes.
Tax Package Assembly
We prepare comprehensive tax documentation packages for CPAs by organizing financial records, verifying transaction accuracy, and ensuring compliance with reporting requirements. This service streamlines tax filing processes, reduces errors, and facilitates communication between business owners and tax professionals during preparation.
People
Lisa Najdek
Founder
Lisa founded Evergreen Bookkeeping in 2017 after working in CPA firms. She specializes in efficient accounting workflows and remote business operations. Her decade of experience helps clients maintain compliance while balancing work-life priorities.
Audrey Boyle
Bookkeeper
Audrey joined Evergreen in 2021 with tax firm experience. She focuses on financial clarity for clients through organized bookkeeping. Her attention to detail helps business owners understand their financial position and make informed decisions.
Morgan Jensen
Bookkeeper
Morgan brings accounts receivable/payable expertise to Evergreen. She enjoys problem-solving in bookkeeping systems and helping small businesses maintain accurate financial records. Her work supports clients' long-term business success through organized accounting practices.
Lucia Delgado
Bookkeeper
Lucia joined Evergreen in 2024 with 10+ years in accounting. As a QuickBooks ProAdvisor, she specializes in financial projects, problem-solving, and client collaboration. Her bilingual capabilities support diverse business owners in achieving financial clarity.
Katie Landazuri
Bookkeeper
Katie joined Evergreen in 2025 with engineering/construction industry experience. She combines problem-solving skills with bookkeeping expertise to maintain client financial health. Her background in project coordination enhances her ability to organize complex financial documentation.
Questions
What accounting software do you use?
We specialize in QuickBooks Online but can work with other cloud-based accounting platforms as needed.
Do you work with businesses outside Oregon?
While we specialize in Oregon businesses, we provide services to clients nationwide through our remote system.
How do you handle payroll processing?
We manage payroll record keeping and reporting through third-party providers while maintaining accurate financial documentation.
Can you help with tax season preparation?
We assemble complete tax packages for CPAs and provide documentation to streamline your tax filing process.
What industries do you specialize in?
We work with real estate professionals, healthcare providers, consultants, and professional service businesses primarily.
How do you ensure data security?
We use secure cloud-based systems with industry-standard protections for all client financial information.
