Green Bookkeeping LLC is a small business bookkeeping service founded and operated by Wendy Phoenix in McMinnville, Oregon. With over ten years of experience specializing in wine finance, operations, and sales logistics, the business provides monthly bookkeeping packages that include QuickBooks Online maintenance, bank transaction reconciliation, financial reporting, and CPA coordination.
Add-on services cover QuickBooks setup/cleanup, payroll setup (training, not processing), journal entries, and annual 1099 filing. The business also offers notary services and a free one-hour consultation for new clients. Wendy Phoenix holds a BBA from Boise State University and can provide client or CPA references upon request.
Specialization in wine finance, operations, and sales logistics
Over ten years of small business bookkeeping experience
Free one-hour consultation for new clients
QuickBooks Online specialist
Located in McMinnville, Oregon wine country
Services
Basic Monthly Bookkeeping
Monthly bookkeeping package including QuickBooks Online maintenance, bank sync reconciliation, financial reporting, and CPA communication.
QuickBooks Online account maintenanceBank synced transactions processed twice per monthMonthly balance sheet reconciliationCommunication with client and CPA as neededFinancial reports sent as requested
QuickBooks Setup, Clean Up, or Catch Up
Hourly add-on service to set up, clean up, or bring QuickBooks Online accounts current regardless of how far behind they are.
QuickBooks Online setup for new businessesData cleanup and organizationCatch-up bookkeeping for delinquent accounts
Payroll Setup
Hourly add-on service to teach clients how to set up and process their own payroll in QuickBooks. Does not include payroll processing.
Payroll setup instruction in QuickBooks OnlineTraining on processing payrollDoes not include actual payroll processing
1099 Filing
Annual filing of 1099 forms in January for contractors and vendors.
Annual 1099 preparation and filingJanuary deadline compliance
Notary Services
Notary public services available to clients.
Document notarization
Journal Entries
Hourly add-on service for making journal entries as needed.
Custom journal entries for adjustmentsAvailable on an as-needed hourly basis
Credentials & Certifications
BBA from Boise State University
Reviews
Rating
5
★★★★★
Reviews
3
"Quick responses, answers all questions and very professional!"
Frequently Asked Questions
Do you offer a free consultation? +
Yes, Green Bookkeeping LLC offers a one-hour free virtual or phone consultation to any new clients. Hourly rates apply for any additional time over one hour.
Do you process payroll for clients? +
No, Green Bookkeeping LLC does not offer payroll processing. They provide payroll setup and training so clients can process their own payroll.
What bookkeeping software do you use? +
Green Bookkeeping LLC uses and maintains QuickBooks Online for clients.
Where are you located? +
Green Bookkeeping LLC is based in McMinnville, Oregon, in the heart of wine country.
How long have you been in business? +
Wendy Phoenix has worked as a small business bookkeeper for over ten years.
Can you provide references? +
Yes, Wendy Phoenix is happy to provide client or CPA references at any time to confirm her expertise.
What is your educational background? +
Wendy Phoenix holds a BBA from Boise State University.
How can I contact Green Bookkeeping LLC? +
Email [email protected] to set up a time to talk. A contact form is also available on the website.
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