Green Heron Bookkeeping

Making bookkeeping simple for small businesses

Bookkeeping service in Portland, OR (show on map)

5.0

★★★★★

1 reviews

Small business bookkeeping and QuickBooks ProAdvisor services in Portland.

Call (503) 962-0317

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About

Green Heron Bookkeeping helps small businesses take the stress out of bookkeeping by providing professional financial management. Founded by Simon Harris, the company offers monthly bookkeeping starting at $200, QuickBooks ProAdvisor setup, and comprehensive health check-ups.

Services include accurately recording transactions, reconciling accounts, preparing financial reports, managing bills and accounts payable, implementing workflows, and training staff on QuickBooks software.

Free phone consultation

Monthly bookkeeping starting at $200

QuickBooks ProAdvisor expertise

Owner has 12+ years of small business experience (Portland Curry Company)

Also owns a commercial kitchen incubator in NW Portland

Services

Monthly Bookkeeping

Ongoing bookkeeping services starting at $200/month depending on transaction volume and business complexity.

Accurately record monthly transactions Reconcile bank and credit card accounts each month Prepare and email reports each month Help prepare financials for a tax professional Implement workflows for your company Manage your bills and accounts payable Make ongoing suggestions to improve your bookkeeping Be available to promptly answer all your questions

QuickBooks Software Set Up

Guide you through all steps to get started with QuickBooks online, including chart of accounts, bank feeds, and staff training.

Set up a chart of accounts for your company Match you with the correct version of QuickBooks Connect your bank and credit card accounts Set up systems for paying bills, invoicing customers, keeping track of inventory Import any existing data into QuickBooks Train you and your staff how to use QuickBooks software and added features

QuickBooks Health Check Up

Clean up current data and make suggestions to improve record keeping, including receipt scanning and workflow setup.

Conduct a complete analysis of current transactions and reporting Set up workflows for paying bills and sending invoices Set up recurring transactions Clean up your chart of accounts and all existing lists such as customers and vendors Catch up on any reporting that has fallen behind Make suggestions for utilizing unused QuickBooks features Prepare up to date reports for business analysis Make recommendations and train you for QuickBooks add-ons such as time tracking

Credentials & Certifications

QuickBooks ProAdvisor

Reviews

Rating

★★★★★

Reviews

"What a great communicator!"

Frequently Asked Questions

What bookkeeping services do you offer? +

Monthly bookkeeping starting at $200/month, QuickBooks online setup, and QuickBooks health check-ups.

What is included in monthly bookkeeping? +

Recording monthly transactions, reconciling bank and credit card accounts, preparing and emailing reports, helping prepare financials for tax, implementing workflows, managing bills and accounts payable, and ongoing suggestions.

Do you help with QuickBooks setup? +

Yes, we guide you through all steps to get started with QuickBooks online, including chart of accounts, bank feeds, importing data, and staff training.

What is a QuickBooks Health Check Up? +

A service to clean up current data, analyze transactions and reporting, set up workflows, catch up on overdue reporting, and recommend QuickBooks add-ons like time tracking.

How much do monthly bookkeeping services cost? +

Monthly bookkeeping starts at $200 per month, depending on transaction volume and business complexity.

Do you offer a free consultation? +

Yes, you can get in touch for a free phone consultation.

Who is the owner of Green Heron Bookkeeping? +

Simon Harris, who moved to Portland in 2006 and also owns Portland Curry Company and a commercial kitchen incubator in NW Portland.

What industries or business stages do you serve? +

Small businesses at any stage, whether just starting up or established for years.