Lockett Books Bookkeeping Solutions

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Bookkeeping service (show on map)

5.0

★★★★★

1 reviews

Lockett Books delivers accurate, dependable bookkeeping services to keep financial records organized and up-to-date.

Call (503) 481-3529

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About

Lockett Books, founded by Anna Lockett, provides accurate and dependable bookkeeping services to keep financial records organized and up-to-date. With over 25 years of experience in accounting and financial management, the company helps business owners find clarity and confidence in their finances.

Services include monthly bookkeeping, financial records restoration, value-added services, and advisory services. The company guarantees 5-star customer service with exceptional response times, making bookkeeping seamless and stress-free for clients across industries including e-commerce, real estate, med spas, and service-based businesses.

Over 25 years of experience in accounting and financial management

Guaranteed 5-star customer service with exceptional response times

Client Clarity Report as a cornerstone of the process

Hands-on and collaborative approach working closely with CPAs, executive teams, and entrepreneurs

Transparent pricing and clear process with four defined steps

Tailored bookkeeping systems for each client's unique needs

Services

Monthly Bookkeeping

Keep your books organized, accurate, and up-to-date with ongoing bookkeeping services tailored to your specific business needs.

Monthly income & expense categorization Bank and credit card reconciliations Monthly financial reports (by the 20th) Secure client portal Unlimited email support Year-End Digital Tax Package for CPA collaboration

Financial Records Restoration

Restore financial records with expert services. Fixes errors, reconciles periods, and updates your books properly.

Error correction Period reconciliation Book updates

Value Added Services

Add extra support to make your bookkeeping process even smoother, including managing payables and receivables, payroll support, year-end filings, and CPA coordination.

Payables management Receivables management Payroll support Year-end filings CPA coordination Audit-ready records

Advisory Services

Get expert financial guidance to help your business grow. Reviews numbers, plans strategically, and builds budgets or forecasts.

Financial review Strategic planning Budget building Forecasting Goal alignment

Credentials & Certifications

25+ years of experience in accounting and financial management

Reviews

Rating

★★★★★

Reviews

"She is detail-oriented, proactive, and incredibly reliable."

Frequently Asked Questions

What bookkeeping services does Lockett Books offer? +

Lockett Books offers monthly bookkeeping, financial records restoration, value-added services, and advisory services. Monthly bookkeeping includes income & expense categorization, bank and credit card reconciliations, monthly financial reports, a secure client portal, unlimited email support, and a Year-End Digital Tax Package for CPA collaboration.

What is the Client Clarity Report and how much does it cost? +

The Client Clarity Report is a quick, in-depth look at your books to uncover what's off track, outline how to fix it, and get you back to clarity fast. It costs $150 and includes a 24–48 hour turnaround, clear insight into what isn't working, a step-by-step path to resolve issues, and dedicated time with Anna to answer questions. The $150 is credited toward your first invoice if you continue.

How much does monthly bookkeeping cost? +

Monthly bookkeeping starts at $350.

What industries does Lockett Books serve? +

Lockett Books works with business owners across industries including e-commerce, real estate, med spas, and service-based businesses.

What is Lockett Books' approach to working with clients? +

Lockett Books' approach is simple: creating transparency from the very beginning. The process includes four steps—Meet Anna, Client Clarity Report, Analysis Review Meeting, and Proposal—so clients always know what to expect.

What is included in the Signature Package? +

The Signature Package includes everything in the Essential Package plus monthly reports delivered by the 15th, 1099-NEC preparation and filing, enhanced CPA coordination, custom financial reporting, and a Comprehensive Year-End Digital Tax Package with deeper documentation.

What is included in the Premier Package? +

The Premier Package includes everything in the Signature Package plus Accounts Payable management, Accounts Receivable management, inventory management, sales tax preparation and filing, custom industry-specific reporting, priority email and phone response, receipt management oversight, connected app monitoring, and a Full-Complexity Year-End Digital Tax Package.

Who is Lockett Books best suited for? +

Lockett Books is best suited for business owners who want clear numbers and a friendly partner to make managing finances less complicated. The Essential Package is for businesses with under 50 monthly transactions and up to 3 bank or credit card accounts, while the Signature and Premier packages serve growing and established businesses with larger transaction volumes and more complex financial operations.