Bookkeeping Services
Accurate, up-to-date financial record keeping — including catch-up and clean-up services.
Stay Organized with Monthly Bookkeeping
Accurate and consistent monthly bookkeeping to keep your financial records organized and up to date. Ideal for businesses that want reliable, hands-off bookkeeping every month.
- ✔Recording income and expenses
- ✔Categorizing transactions
- ✔Monthly bookkeeping review
- ✔Organized records you can rely on
Best for businesses that want ongoing support and clean books every month.
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Clear, Balanced Financial Records
We reconcile your bank and credit card accounts to ensure every transaction is recorded correctly. This helps catch errors early and keeps your financial data reliable.
- ✔Monthly bank account reconciliation
- ✔Credit card reconciliation
- ✔Review of discrepancies or missing transactions
- ✔Accurate balances across all accounts
Ideal for preventing mistakes and maintaining financial accuracy.
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Reports That Help You See the Bigger Picture
Clear, easy-to-read reports that help you understand your numbers at a glance. We focus on clarity, not complicated accounting language.
- ✔Profit & Loss reports
- ✔Basic financial summaries
- ✔Clear explanations of key figures
- ✔Reports ready to share with stakeholders
Perfect for business owners who want insight without overwhelm.
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Accurate Books for a Smooth Year-End
We review, clean, and organize your books before year-end so your accountant has everything needed. This saves time, reduces stress, and avoids last-minute surprises.
- ✔Full year review of transactions
- ✔Account cleanup and organization
- ✔Reconciled accounts
- ✔Year-end-ready financial records
Recommended before tax season or financial reviews.
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Supporting Your Team with Reliable Payroll
Payroll is essential to keeping a business running smoothly. Paying employees accurately and on time builds trust, supports your team, and ensures your business stays compliant with payroll regulations.
- ✔Process regular payroll
- ✔Maintain organized payroll documentation
- ✔Accurate and timely payroll tax liability payments
- ✔Prepare W-2 and 1099 forms
Making Payday Simple for You and Your Team
Let's Talk →Bookkeeping Packages
Monthly packages built for small businesses at every stage. Each one includes the bookkeeping essentials, with room to grow.
Every package includes these essential services to keep your books accurate, organized, and tax-ready. Bookkeeping software subscriptions (such as QuickBooks Online) are not included and are billed separately.
- ✔Income & expense categorization
- ✔Receipt tracking & documentation
- ✔Bank & credit card reconciliations
- ✔Monthly Profit & Loss, Balance Sheet, and Statement of Cash Flows
- ✔Books cleaned, reviewed, reconciled, and provided monthly
- ✔Email or video conference support
- ✔Coordinate directly with your CPA at year-end — and throughout the year if needed
Let's Find the Right Bookkeeping Solution
Pricing can vary based on transaction volume, business complexity, and the level of support you need.
A short consultation allows us to understand how your business operates, what level of bookkeeping support you currently need, and where potential efficiencies can be created. This ensures that the service we recommend is aligned with your actual workload and business goals, rather than a generic package that may include unnecessary features.
Every business is different, and bookkeeping support should reflect that. During a brief consultation, we take the time to review your current setup, the volume and type of transactions you handle, and any challenges you may be facing. Based on this, we determine the most appropriate level of support—helping you avoid overpaying for services you don't need while ensuring nothing essential is overlooked.
This conversation is also an opportunity for you to ask questions and gain clarity around how our bookkeeping process works. We explain what to expect, how communication is handled, and how your records are maintained throughout the year. By the end of the consultation, you'll receive clear recommendations and practical next steps, with no obligation to move forward.
Local Expertise, Remote Convenience
We specialize in bookkeeping, catch-up, and clean-up services for small businesses in Wyoming, Oregon, Arizona, and Idaho.
In the trades? See our dedicated bookkeeping for contractors page — job costing, progress billing, and TPT compliance built in.
Wyoming
Contractors, guides, and local businesses across WY.
Explore Wyoming →Oregon
Creatives, hospitality, and trades from Portland to Bend.
Explore Oregon →Arizona
Phoenix, Tucson, and statewide TPT-compliant bookkeeping.
Explore Arizona →Idaho
Boise, Meridian, and the Treasure Valley's fastest-growing small businesses.
Explore Idaho →“I’ve had the pleasure of working with Morgan and White Peaks Bookkeeping, and she’s genuinely one of those people who cares about her clients beyond just the numbers. She’s professional, straightforward, easy to work with, and truly invested in helping business owners succeed. I’ve really enjoyed working with her and would absolutely recommend Morgan to any business owner looking for a bookkeeper who genuinely cares.”
“As a new business owner, I had no idea what I was doing with bookkeeping — Morgan from White Peaks Bookkeeping made it easy. She's prompt, easy to talk to, and there's zero judgment, even when I show up with a mess. She helps me understand my numbers, keeps me accountable, and keeps me steady and leveled out. More than a bookkeeper, she's a true partner helping me grow my business. Always top notch!”
“During budget talks, I found Morgan to be thoroughly versed and knowledgeable in the information presented and able to answer questions with tact and poise. She was always willing and eager to explain the budget and the numbers that comprised it with anyone.”
Let's Talk About Your Bookkeeping Needs
Tell us a bit about your business and what kind of support you're looking for. We'll review your details and get back to you with clear next steps—no obligation, no pressure.
- ✔ Quick consultation to understand your needs
- ✔ Clear recommendations tailored to your business
- ✔ Response within one business day
