Business Details
9 Years
experience
Your Trusted Partner for Bookkeeping Solutions
At Books To Go, we believe bookkeeping should be simple and stress-free. As business owners ourselves, we understand the challenges of managing finances while growing your company. Our team treats every client's business with the same diligence and care as if it were our own, allowing you to focus on what you do best. With customized bookkeeping and accounting plans, we work alongside your existing bookkeeper or accountant to ensure accuracy and clarity in your financial records. Our mission is to help you take control of your finances through tailored solutions, including monthly bookkeeping, inventory management, payroll services, and financial reporting.We specialize in streamlining cash flow for diverse industries such as construction, manufacturing, online resellers, and professional services. By implementing efficient systems and providing ongoing support, we ensure your books remain organized year-round, preparing you for tax season and long-term growth. Our responsive team delivers nationwide service with a personal touch, combining technical expertise with a deep understanding of business operations to reduce financial stress and maximize profitability.
Services
Monthly Bookkeeping
Inventory Management
Payroll Services
Financial Reporting
Training & Consulting
Books Setup & Clean-Up
Details
- Year established: 2017
Highlights and features
- We provide customized bookkeeping plans tailored to your business needs
- Our team collaborates with your existing accountant for seamless integration
- We implement efficient systems to prevent messy financial records
- We offer nationwide service with personalized, responsive support
- Our experts handle complex tasks like inventory management and payroll processing
What people say
Invaluable to our growth
Transformed our cash flow
Truly on our side
Stress-free finances
Essential reports
Services
Monthly Bookkeeping
Customized monthly bookkeeping services ensure accurate financial records through bank reconciliations, accounts payable management, sales tax reporting, and comprehensive financial tracking tailored to your business operations.
Inventory Management
Our inventory management solutions streamline tracking processes, reduce operational costs, and implement efficient systems that save time while maintaining accurate stock records for growing businesses.
Payroll Services
We handle complete payroll processing including tax calculations, direct deposits, and regulatory compliance while optimizing systems to reduce costs through software savings and efficient implementation.
Financial Reporting
We generate essential financial reports that provide clear insights into business performance, enabling data-driven decisions through customized dashboards and analysis of key performance indicators.
Training & Consulting
Our experts offer staff training on accounting software, cash flow management, and financial systems, along with strategic consulting for debt reduction, job costing, and banking solutions.
People
Liz
Team Member since 2012
Brings over a decade of bookkeeping expertise, specializing in construction and manufacturing industries while ensuring clients maintain accurate financial records.
Jessica
Team Member since 2015
Focuses on inventory management solutions and financial reporting systems, helping clients streamline operations across multiple sectors including online retail and professional services.
Hannah
Team Member since 2021
Specializes in payroll processing and tax compliance, implementing efficient systems that save clients time while maintaining regulatory adherence for growing businesses.
Tooze
Team Member since 2021
Provides strategic financial consulting and staff training, helping businesses optimize cash flow management and implement effective accounting software solutions.
Joslyn
Team Member since 2022
Supports clients with books setup and clean-up services, implementing organized systems that prepare businesses for tax season and long-term financial success.
Questions
What bookkeeping services do you offer?
We provide monthly bookkeeping, inventory management, payroll processing, financial reporting, books setup/clean-up, and staff training tailored to your business needs.
How do you work with existing accountants?
We collaborate directly with your accountant to maintain accurate records and ensure seamless tax preparation while handling day-to-day bookkeeping tasks.
Which industries do you serve?
We specialize in construction, manufacturing, online reselling, professional services, restaurants, and high-tech startups across the Portland area and nationwide.
How do you handle inventory management?
We implement customized systems to track inventory efficiently, reduce costs, and provide ongoing support to streamline this time-consuming process.
Can you help with PPP loan forgiveness?
Yes, we offer a free PPP Loan Forgiveness Calculator and guidance to help business owners navigate forgiveness requirements and maximize eligible amounts.
