Business Details
36 Years
experience
Trusted Bookkeeping Solutions in Bend Oregon
Bookkeeping by Design serves business owners by transforming financial chaos into organized, actionable insights through precise record-keeping, transparent reporting, and personalized support. With over three decades of industry experience, we specialize in crafting tailored bookkeeping solutions that empower clients to make informed strategic decisions. Our team prioritizes clarity, reliability, and long-term partnerships, ensuring clients gain both financial peace of mind and the tools to drive sustainable growth.By integrating advanced systems like QuickBooks, coordinating with CPAs, and offering flexible engagement models, we position ourselves as a trusted extension of our clients operations. Rooted in core values of kindness and honor, we deliver expertise honed through decades of serving diverse industries locally in Bend, Oregon, and remotely nationwide.
Services
QuickBooks Management
Financial Reporting
Account Management
CPA Coordination
Accounts Receivable
Accounts Payable
Budget Forecasting
Bookkeeping Training
Remote Bookkeeping
Tax Preparation Support
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of specialized bookkeeping expertise across diverse industries
- Our personalized support includes seamless CPA coordination and technology integration
- We serve clients locally in Bend and remotely nationwide with flexible engagement models
- Our team provides in-depth financial reporting tailored to strategic business growth
- Client relationships are built on core values of kindness, transparency, and accountability
What people say
30+ years of experience
Peace of mind
Stress-free bookkeeping
Strategic guidance
Flexible support
Services
QuickBooks Management
Our QuickBooks experts streamline financial operations through customized system implementation and ongoing management. We ensure accurate transaction tracking, efficient reconciliation, and real-time financial visibility. With tailored training and support, clients gain the tools to maintain organized records that support strategic growth while reducing administrative burdens.
Financial Reporting
We deliver customized financial insights through comprehensive balance sheet analysis, cash flow tracking, and quarterly sales reporting. Our reports incorporate strategic budget forecasting and debt liability assessments to support data-driven decision-making. Clients receive clear, actionable insights that transform raw financial data into strategic planning tools.
Account Management
Our holistic account management covers accounts receivable and payable, invoice tracking, and reconciliation services. We implement systems that ensure payment accuracy while providing detailed transaction monitoring. This service reduces collection stress and maintains healthy cash flow through systematic tracking of goods and service exchanges across business operations.
CPA Coordination
We bridge client accounting needs with CPA requirements through complete bookkeeping management. From organizing financial records to preparing tax documentation and facilitating audits, our coordination ensures seamless tax compliance. This service saves time during tax season while maintaining continuous fiscal accuracy through proactive communication with accounting professionals.
Bookkeeping Training
Our hands-on QuickBooks training empowers business owners to maintain financial systems independently. We provide personalized instruction on software setup, transaction entry, and report generation. Clients gain confidence through step-by-step guidance that transforms complex bookkeeping processes into manageable tasks while maintaining system integrity.
People
Lee Ann Reeves
Founder
With over 30 years of accounting experience, Lee Ann established Bookkeeping by Design to help entrepreneurs achieve financial clarity while maintaining a life of purpose and balance through faith and family commitments.
Kirsten Speyer
Bookkeeper
Bringing operational expertise to small businesses, Kirsten combines financial acumen with a passion for enabling entrepreneurs to focus on their core business strengths through effective bookkeeping solutions.
Joni Unruh
Bookkeeper
With deep local business knowledge, Joni provides clients with financial support structures that allow them to concentrate on their business growth while maintaining accurate, organized financial records.
Nichole Hodge
Bookkeeper
Combining family life with remote expertise, Nichole delivers precise bookkeeping services while maintaining a strong understanding of Bend-based business operations through hands-on client relationships.
Jacy Gasper
Bookkeeper
Leveraging remote capabilities, Jacy specializes in providing traveling entrepreneurs with consistent bookkeeping support while promoting financial clarity through sustainable, technology-driven solutions.
Questions
What accounting software do you work with?
We specialize in Intuit QuickBooks, offering system setup, transaction management, and training to help clients maximize the software's capabilities for their specific business needs.
How does your CPA coordination work?
We serve as the bridge between clients and their CPAs, handling document organization, tax preparation support, and audit readiness through continuous communication and financial record maintenance.
Do you serve specific industries?
We support diverse sectors including insurance, restaurants, manufacturing, digital media, and real estate, adapting our services to meet the unique financial tracking requirements of each industry.
Can you help with both startup and established businesses?
Yes, we provide foundation-building for new ventures through chart of accounts setup and transitioning existing businesses from chaotic systems to organized financial frameworks.
How do remote bookkeeping services function?
Our secure digital processes enable complete financial management from any location through cloud-based collaboration tools while maintaining strict confidentiality and data protection standards.
What experience do your bookkeepers have?
Our team combines decades of collective experience with ongoing professional development, ensuring expertise in both traditional accounting principles and modern financial technology applications.
