We keep it simple and help you make sense of your story.
At Storybook Bookkeeping, we believe your numbers tell a story. Our job is to help you understand that story so you can make informed decisions and move forward with confidence.
We help close the gap between information and understanding.
First, working with Storybook Bookkeeping
is easy…
We know you are busy running your company so we strive to make our onboarding and monthly processes as simple and non-invasive as possible.
On day one we provide you with a detailed and easy-to-follow “Welcome Packet” that explains what to expect the first 30 days. It includes things like…
✓ how to log in to your customized client portal
✓ how to submit and review files and documents
✓ set communication preferences
✓ access all your financial information
✓ and more.
We offer a secure client portal that is straightforward and intuitive. It is a “one-stop shop” for…
✓ reviewing and e-signing initial agreements
✓ initial onboarding
✓ messaging and scheduling time with our team
✓ tracking tasks
✓ managing files and documents
✓ reviewing invoices and making payments
✓ and much more.
At the end of each month, you will receive your “Monthly Financial Story Report, “ a packet meticulously designed and customized with narrated analysis, financial statements, supporting schedules, and KPIs with explanations that fight “dashboard delusion” and empower you with the knowledge and understanding to write the next chapter.
We truly stand behind our tagline.
Second, Our People + Our Services = Your Savings
Our People…
We’re real people who love what we do.
We balance each other’s strengths, we balance the books, and most importantly, we help our clients find balance in their business. The “Storybook Dream Team” is dedicated to learning your business and show up when decisions matter. We are easy to reach, quick to answer, and thorough in our follow-through.
…a dedicated team.
We guide you through day-to-day accounting, help you interpret the numbers, and work through financial scenarios on your schedule. When you work with us, you know exactly who is behind your numbers. We offer a real partnership built on trust and performance.
Our Services
We focus only on bookkeeping so we can give you our very best!
We do not perform reviews or audits. We are not a tax firm and do not file returns. We could sell you payroll and other back office services, but being the best means staying focused on your story. We keep our client roster small so our clients get great quality service. Also, there are no contracts, no long-term commitments, and no hidden fees. You will be invoiced a flat monthly fee for that month’s services with no surprises. We are only happy if you are happy.
No contracts or hidden fees… just one flat monthly fee.
Your Savings…
Find the best CPA you can, pair them with us to maximize your results, and save!
Don’t overpay for bundled services you don’t need offered by CPAs at CPA prices. Our experience shows that at audit and/or tax time, your CPA and their audit and tax teams will be eager to perform the work because they know your books will be in order. Bottom line… we make sure your books are clean so your CPA can do their job faster and better thus saving you money.
Let Us Help You Write Your Next Chapter
Ready to Tell Your Story?
Your numbers already have a story to tell. Let's make sure you understand it.
Contact us today to learn how Storybook Bookkeeping
can support your business and help you move forward with confidence.