Tired of overpriced and overcomplicated bookkeeping? So are we.

All types! We shine with nonprofits, marketing agencies, executive coaches, and other professional services businesses, but if your business doesn’t fit into one of those categories we can still work together. 

When you subscribe to our service, you’ll get:

1. 1. Weekly (or more frequent) updates to your bookkeeping. 

      • 1. • • We’re not talking just throwing transactions willy-nilly into QuickBooks. We make sure your payees are assigned correctly, your receipts (if you provide them) are attached, and that payments are received against open invoices so you’ll always know what your customers owe you. 

   2. Monthly reconciliations of your bank, credit card, and loan accounts.

   3. Monthly financial statements delivered to your client portal.

   4. A monthly, jargon-free walkthrough video explaining what we're seeing in your books.

   5. Annual financial statements prepared for your tax accountant.

   6. Annual reconciliation of books to tax return.

In short, you get solid, accurate books you can show to your accountant, business coach, or banker at any time.

“Bookkeeping” means different things to different people. Focusing on what we’re good at helps us keep our subscription affordable.

Here’s what we don’t do:

1. 1. 1. Payroll processing

      2. Accounts payable processing (bill payments)

      3. Client billing

      4. Sales tax returns (or any tax returns for that matter)

We also don’t pay for your accounting platform subscription. This means that YOU always own YOUR bookkeeping.

We really wish we could say yes. 

Once upon a time, we would have. 

In the first draft of this landing page, we did. 

However, we are committed to serving the currently underserved demographic of small businesses that just want their bookkeeping done by a high-quality, US-based bookkeeping firm. In order to do that, we have to have a laser focus on that demographic.

So…oh, this hurts because we really want to help everyone, but…if you need a higher touch bookkeeping experience, we are not the firm for you at this time.

No contracts. We are following the subscription model for this offering, meaning as long as you are an active subscriber, you will get the bookkeeping services listed above. Kind of like Netflix for your books.

One caveat (keep reading!): From time to time, we might have questions about something in your books, or we might need you to reconnect an account. We will notify you through our portal when that happens. You will need to answer those questions or reconnect those accounts in order for us to keep your bookkeeping up-to-date. We’re good…but we aren’t magicians or mind readers!

Aside from canceling your subscription, not providing answers to transaction questions or reconnecting accounts that come disconnected are the only things that will prevent you from getting the service you are subscribing to.

Alright, we’re getting ready to step in it.

You don’t need a cleanup.

The “necessary cleanup” is a myth that bookkeepers have been taught to sell for so long they actually believe you can’t have “good bookkeeping” without it.

You only truly need a cleanup if:

1. You think your previously-filed tax returns might need to be amended because your bookkeeping was incorrect.

2. You're looking for investors.

3. You're hoping to sell your business in the next few years.
   
   Those three things aside, what happened in your books prior to you filing your last tax return is irrelevant. We’re not into looking back…let’s move forward together.

If your books are messy, we’ll do a fresh start with a new QuickBooks or Xero subscription and show you how to archive your old data in case you ever need it.

Now, if you need multiple months of bookkeeping done to get you from your last tax return to the present, we can do that. An investment of $200/month for each month's work generally applies.

We’ll talk more about this during your onboarding call.

We prefer Kick, we primarily use QuickBooks Online, and we are adding Xero as soon as we find a customer who wants to use it.

Sure, if we need to. But honestly, this push to “connect all the things” to QuickBooks is causing more problems than solutions. We’ll talk about what needs to be connected to QuickBooks during your onboarding call.

We don’t like Profit First. WE LOVE PROFIT FIRST. We love it so much we are a Profit First Professionals Certified Firm. We just don’t do Profit First coaching (but, hey, if you want an introduction to someone who does, let us know. We’ll hook you up.)

Oh. That didn’t answer your question.

No. We don’t charge you more for having multiple bank accounts.

All communication is done through our easy-to-use client portal. This keeps your information secure, it keeps everyone on the same page, and it ensures there are no miscommunications or misremembering of conversations. 

Sure, they could. But think of it this way: 

Your accountant is dealing with hundreds of tax returns in a relatively short period of time. 

They are overworked, understaffed, and tired. 

This means your bookkeeping is going to get pushed through as quickly as possible - and with more than a few errors - so they can get your tax return done and move on to the next one. 

And they’re probably going to charge you more to do that than you’d pay us for a year’s worth of bookkeeping.

Plus, if you save all your bookkeeping for your accountant at tax time, you’re shooting in the dark if you need to apply for a loan or if you work with a coach or consultant who needs to see the financial data in your business.

Probably, but let us ask you this: Do you really want your conversations on the sofa in the evening to be about your business’s bookkeeping? Or do you want to ask your partner as they’re drifting off to sleep if the books are up to date?

Look, we’re a family owned and operated business. We know it’s already hard to keep business and personal life separated. Let us help you at least keep this piece of it out of the living room.

LOL. Guess we should introduce ourselves. We’re powered by Pocket Protector Bookkeeping, and we’ve been providing quality bookkeeping services since 2012.

Prior to starting Pocket Protector Bookkeeping, our founder - Billie Anne Grigg - worked for over 10 years as a bookkeeper for various small businesses and was absolutely appalled by what she saw in their books. She vowed to provide excellent bookkeeping services for small businesses, and so Pocket Protector Bookkeeping was born.

Today, PPB is owned and operated by Billie Anne’s son, Ian, and her other offspring, Evan, is also learning the bookkeeping ropes.

The PPB website is focused on helping accountants scale their businesses by providing their backend bookkeeping support. What we’re offering to small business owners here is a separate service, but provided by the same folks.

And - in the spirit of full transparency lest your BS meter fly all the way into the red - yes, we were one of those pricey bookkeeping firms that insisted on providing advisory services. We still believe small business owners should be able to get advice to run their businesses more profitably…if they want it. But we also acknowledge that y’all can get that advice from folks other than your bookkeepers and that sometimes, you just need the bookkeeping done and done right. 

Let’s talk! Click here to shoot us a message.  

First off: If you’re now singing Taylor Swift, we’re right there with you. But even if you’re not a Swiftie, yes. You can click here to ask us a question.