Bates Bookkeeping & Consulting, LLC

More Time for Business. Less Time on Books.

Bookkeeping service (show on map)

5.0

★★★★★

2 reviews

Husband-and-wife bookkeeping and consulting firm in Happy Valley, Oregon, helping small businesses, healthcare practices, and nonprofits with financial clarity and strategy.

Call (503) 512-0812

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About

Bates Bookkeeping & Consulting, LLC is a husband-and-wife-run bookkeeping and consulting firm based in Happy Valley, Oregon. Connor Bates, CPA, brings more than 15 years of combined experience in public accounting and private industry, while Emily Bates is a Certified QuickBooks ProAdvisor.

The firm specializes in tailored financial services for small businesses, healthcare/therapy practices, and nonprofits, ranging from one-time book clean-ups to ongoing monthly bookkeeping and strategic CPA consulting. Services include account reconciliation, transaction categorization, financial statement preparation, cash flow management, budgeting, growth and profitability consulting, and new business financial setup.

Husband-and-wife team with CPA and QuickBooks ProAdvisor credentials

Tailored industry-specific reporting (clinical metrics, fund-specific reports, cash-flow and profit reporting)

Collaborative approach working with practice leadership, executive teams, and boards

Free 30-minute consultation offered

Services

One-Time Book Clean-Up

Catch-up bookkeeping service for businesses needing to restore their books, with Basic, Standard, and Advanced tiers based on months of backlog and complexity.

Up to 3 months catch-up (Basic) 4-12 months catch-up (Standard) 12+ months historical cleanup (Advanced) Account reconciliations Corrections of errors and miscalculations

Monthly Bookkeeping Packages

Ongoing bookkeeping plans (Starter, Growth, Premium) with escalating levels of reconciliation, reporting, and advisory support.

Monthly account reconciliation Transaction categorization Financial reporting (Profit & Loss, Balance Sheet, Cash Flow) Secure document sharing Year-end reports for CPA/tax filing CPA consulting included in Growth and Premium plans

CPA Consulting

Business advisory services covering financial strategy, performance reviews, budgeting, cash flow management, growth consulting, and new business setup.

Financial strategy and planning Business performance reviews Budgeting and cash flow management Growth and profitability consulting New business setup and advisory

Healthcare/ Therapy Practice Financial Services

Specialized bookkeeping and consulting for clinical environments, including CPT code profitability analysis, claims and write-off analysis, and MGMA benchmarking.

CPT code profitability analysis Claims and write-off analysis Tailored financial reporting for clinicians MGMA benchmarking standards Financial Management Certificate (Connor)

Nonprofit Fund Accounting

Consulting and bookkeeping services for nonprofits, including fund accounting, cash management, budgeting, and financial presentation for boards.

Nonprofit fund accounting Cash management Financial presentation and budgeting Board and finance team support Compliance and reporting guidance

Credentials & Certifications

CPA

Certified QuickBooks ProAdvisor

Financial Management Certificate (MGMA)

Reviews

Rating

★★★★★

Reviews

"I highly recommend Bates Bookkeeping and Consulting!"

Frequently Asked Questions

What types of businesses do you serve? +

We serve small businesses, healthcare/therapy practices, and nonprofits, offering tailored financial services for each.

What is included in the One-Time Book Clean-Up service? +

Depending on the tier (Basic, Standard, Advanced), it includes up to 3, 4-12, or 12+ months of bookkeeping catch-up, account reconciliations, and corrections of errors.

What monthly bookkeeping plans are available? +

Starter ($150/month), Growth ($300/month), and Premium ($500+/month), each with escalating levels of reconciliation, reporting, and CPA consulting.

Do you offer CPA consulting services? +

Yes, CPA consulting includes financial strategy, business performance reviews, budgeting, cash flow management, growth consulting, and new business setup.

What makes Bates Bookkeeping & Consulting different? +

The firm is a husband-and-wife team combining CPA expertise with QuickBooks ProAdvisor precision, offering tailored industry-specific reporting and a collaborative approach.

Is there a free consultation available? +

Yes, the site invites clients to book a free 30-minute consultation to discuss their business needs.

What industries do you specialize in? +

Healthcare/therapy practices, nonprofits, and small businesses.

Where is Bates Bookkeeping & Consulting located? +

Happy Valley, Oregon.