woman submitting her finance information to the pdx tax through the virtual platform

Bookkeeping Services
In Portland

Cloud based bookkeeping that is precise, proactive, and easy to work with. We reconcile accounts every month, categorize transactions correctly, and deliver clean financials so you can see what is working and what needs attention. Portland based, fully digital, serving local businesses and clients beyond.

Your Back Office, Buttoned Up

Good bookkeeping is more than record keeping. It gives you a clear picture of where money comes from, where it goes, and what that means for your next move. With accurate, up to date books you spot trends early, price with confidence, and plan hires, inventory, or investments without guessing. Cash flow becomes predictable, tax time is simpler, and small issues are caught before they turn into costly problems. Most of all, you get time and headspace back so you can focus on the work that grows the business.

Clear steps, plain language, and one place for everything.

A private client portal protects your documents, signatures, and messages.

Clean monthly financials that drive better decisions and smoother taxes.

How Can We Help You

We listen, map your goals, and outline a straightforward plan with timing and cost so you know exactly what comes next.

  • Owners who want up to date books and clear monthly reporting
  • Companies without an in house bookkeeper
  • Teams outgrowing spreadsheets or DIY accounting
  • Founders who prefer a fully digital, remote office experience
  • Bookkeeping and tax prep, seamlessly connected
small business owner opening her shop

Bookkeeping Services

We set up or refine your chart of accounts, connect your bank and credit card feeds, and reconcile all activity each month. You receive clean financial statements, open-item reviews, and easy to understand notes. We offer bookkeeping only for clients who file taxes with us, ensuring a single, seamless process. However, if you need payroll or related support, reach out and we’ll share the best way we can help.

Straightforward Pricing and Benefits

You get a clear scope and hourly pricing before work begins, regular updates during the month, and a predictable close schedule. The result is fewer surprises, faster decisions, and a smooth handoff at year’s end. One partner can also manage your tax preparation if you choose, which keeps everything connected and reduces the need for back-and-forth communication.

Give Us a Call to Start

Pick a time that works. We will review your current setup, talk through goals and pain points, and outline the first steps to get your books current and useful.

person contacting pdx to inquire about bookkeeping services for his busienss

Let’s Work Together

Your all digital partner for clean books and confident filing. We unite bookkeeping and tax under one roof, bring deep expertise, and stay proactive so you can make better decisions year round.

Bookkeeping FAQ’s

Yes! Every client has a different set of circumstances and our team will assist you with determining the best fit for your needs. From small individual companies to large teams with many employees. We can scale to fit your needs.

woman having a virtual meeting with pdx about bookkeeping

Start Today

We are a small business. Unlike big-box tax prep companies, we keep it intimate and casual.
Reach out to get started!