About Us
Services
Flat-rate monthly financial bookkeeping services including:
- Record and categorize financial transactions
- Bank account and credit card reconciliations
- Monthly financial statements and reporting, including: Income Statement, Balance Sheet and Statement of Cash Flows
- A short video presentation of your monthly reports and analysis that you can watch when you have time
- Collaborate to create financial goals for your company and regular updates on the progress of those goals
- Unlimited email support to answer your questions
- Your security is a priority! All financial records are collected, stored and shared on secure cloud-based systems and encrypted to keep your data safe
Additional Services
- Set up QuickBooks Online or Xero for your small business accounts with a standard or customized Chart of Accounts
- Clean up/catch up bookkeeping to get your books back on track. This may include recording missing entries, correcting entries and reconciling accounts so that you have up-to-date financial records
- Accounts Receivable (Invoicing) and Accounts Payable
- Assisted Payroll, partnering with Gusto
Why hire Three Trees Bookkeeping?
- I can manage your day-to-day banking and transactions so that you have a clear picture of your business's cash flow.
- You'll always have a current, organized and accurate financial picture to help you make informed decisions.
- I stay up-to-date on new apps, technologies and best practices, and will offer suggestions to help you streamline your business.
- You will be prepared for tax season with accurately prepared financial statements, simplifying filing taxes with your accountant or tax professional. No need to scramble because everything has been properly handled all year long.
Hiring Three Trees Bookkeeping takes the stress off YOU,
so you can do what you do best--build your business!
Owner- Lisa Henslin
I am passionate about helping small business owners succeed, grow and meet their financial goals.
Because of this, I want to partner with you to help your business succeed by getting to know what is important to you, your goals and what you see as the stumbling blocks to achieve them. I want to build a relationship with you so that I can advise you and help you take the steps toward achieving those goals.
I also know that owning your own business can mean juggling a lot of different tasks each day, and often finances and regular bookkeeping are left "for tomorrow." However, knowing where your money is coming from and going can give you peace of mind and help you make better decisions for your company. That's where I come in! I help busy entrepreneurs so there is more time to do the things you love-- grow your business, spend time with family and ease of the stress of the day-to-day financial activities.
I want to help your business work for you instead of you working for your business.
