Accord Bookkeeping provides remote bookkeeping services for growing businesses and non-profits. Their offerings include customized QuickBooks Online setup with coaching for small business owners who want to manage their own books, monthly full-service bookkeeping covering transaction recording and categorization, journal entries, account reconciliations, financial reporting, monthly meetings, and tax-ready books, as well as bookkeeping cleanups and catch-ups with diagnostic reviews and recommendations.
Founded by Dina Yerex, who has over 20 years of experience in bookkeeping for small businesses and non-profits, including managing finance for a Silicon Valley startup that grew to over $1M in revenue. She is a QuickBooks ProAdvisor with Advanced and Payroll certifications and a member of the American Institute of Professional Bookkeepers.
Over 20 years of experience in bookkeeping
QuickBooks ProAdvisor with Advanced and Payroll certifications
Member of the American Institute of Professional Bookkeepers
Remote service available nationwide
Customized QuickBooks Online setup and coaching
Services
Setup and Coaching
Customized setup of QuickBooks Online file for your business and coaching on how to take it from there.
QuickBooks Online file setupCoaching for small business owners
Monthly Full-Service Bookkeeping
Accurate recording and categorization of transactions, journal entries as needed, reconciliations of all accounts, financial reporting, monthly meetings, and ensuring books are tax-ready.
Transaction recording and categorizationJournal entriesAccount reconciliationsFinancial reportingMonthly meetingsTax-ready books
Bookkeeping Cleanups and/or Catch-ups
Thorough diagnostic review of books with report and recommendations for cleanup. Ensuring transactions are accurate, accounts are reconciled, reports are produced, and books are tax-ready for the cleanup period.
Diagnostic reviewReport and recommendationsTransaction accuracyAccount reconciliationReport productionTax-ready books
Credentials & Certifications
QuickBooks ProAdvisor
QuickBooks Advanced Certification
QuickBooks Payroll Certification
American Institute of Professional Bookkeepers Member
Reviews
Rating
5
★★★★★
Reviews
2
"Dina and her team at Accord Bookkeeping are worth their weight in gold."
Frequently Asked Questions
What services does Accord Bookkeeping offer? +
They offer QuickBooks Online setup and coaching, monthly full-service bookkeeping, and bookkeeping cleanups and catch-ups.
Who is Accord Bookkeeping's founder? +
Dina Yerex, who has over 20 years of experience in bookkeeping for small businesses and non-profits.
Is Accord Bookkeeping remote? +
Yes, Dina Yerex formed Accord Bookkeeping to remotely serve multiple clients and travels the country full-time.
What certifications does Dina Yerex hold? +
She is a QuickBooks ProAdvisor with Advanced and Payroll certifications.
What types of clients does Accord Bookkeeping serve? +
Small businesses and non-profits.
What software does Accord Bookkeeping use? +
QuickBooks Online.
Does Accord Bookkeeping help with tax readiness? +
Yes, their monthly full-service bookkeeping ensures books are tax-ready, and their cleanup service also ensures books are tax-ready for the cleanup period.
5.0
