Prism Bookkeeping & Business Management LLC

QuickBooks proving to be not so quick? I'll do it for you, or coach you.

Bookkeeping service (show on map)

5.0

★★★★★

24 reviews

QuickBooks Pro-Advisor and bookkeeping service for small businesses near Portland, Oregon.

Call (503) 477-3885

Navigate to Visit website

About

Prism Bookkeeping & Business Management LLC, owned by Beatrice Burdman, helps small business owners gain control over their finances through professional bookkeeping and QuickBooks coaching. With 25+ years of experience as a Chief Operations Officer and Controller, Beatrice provides services including monthly P&L statements, payroll deduction setup, automated paycheck processes, ledger configuration, trial balances, bank reconciliations, and sales commission calculations.

She also offers QuickBooks training and can work with any bookkeeping or accounting software. The business serves the Portland and Gresham, Oregon areas and is fluent in Spanish.

25+ years of bookkeeping experience

QuickBooks Pro-Advisor certified with priority support access

Former COO and Controller with real-world business operations experience

Bilingual service (English and Spanish)

Patient teaching approach for business owners new to accounting

Flexible pricing (hourly or monthly)

Free initial consultation call

Can work with any bookkeeping or accounting software

Services

Bookkeeping Services

Complete bookkeeping services for small businesses including P&L statements, payroll setup, and bank reconciliations.

Create monthly P&L statements Set up payroll deductions Automate paycheck process Configure ledgers Trial balances Bank reconciliations Sales and consignment commissions

QuickBooks Training & Coaching

Teach small business owners how to use QuickBooks effectively or handle their books directly.

QuickBooks Pro-Advisor certified instruction Software configuration guidance Payment method setup Income stream management Self-help coaching options

QuickBooks Configuration & Setup

Professional setup and configuration of QuickBooks for small businesses.

QuickBooks Pro-Advisor certified Payroll deduction configuration Automated paycheck processing Payment method integration Priority access to QuickBooks support

Financial Reporting

Generate accurate financial reports to help business owners make informed decisions.

Monthly P&L statements Sales projections and targets Inventory analysis Marketing effectiveness tracking Vendor payment verification

Credentials & Certifications

QuickBooks Pro-Advisor Certification

Accounting Degree from California State University

Reviews

Rating

★★★★★

Reviews

"Beatrice's experience as an accountant makes her an exceptional bookkeeper."

Frequently Asked Questions

What bookkeeping services do you offer? +

We provide complete bookkeeping services including monthly P&L statements, payroll deduction setup, automated paycheck processes, ledger configuration, trial balances, bank reconciliations, and sales/consignment commission calculations for small businesses with 1-25 employees.

Are you certified in QuickBooks? +

Yes, Beatrice Burdman is a QuickBooks Pro-Advisor certified by Intuit, which requires passing a comprehensive online exam and provides priority access to QuickBooks phone support.

Do you offer tax return preparation services? +

No, we do not currently offer tax return preparation services. However, our accounting background and bookkeeping practices ensure your books are ready for your tax accountant.

What areas do you serve? +

We serve small businesses in the Portland and Gresham, Oregon areas, with Beatrice Burdman located near Portland, Oregon.

How do you charge for services? +

We offer reasonable pricing on either an hourly basis or a regular monthly basis, with a minimum of 2 hours of work to get started.

Can you work with my existing accounting software? +

Yes, while we specialize in QuickBooks, we can work in any bookkeeping or accounting software to meet your business needs.

Do you offer QuickBooks training? +

Yes, as a QuickBooks Pro-Advisor, Beatrice can teach, coach, and/or do the books for small businesses so owners can concentrate on running their businesses.

What is your availability? +

We are available Monday through Friday from 9 am to 5 pm, with Saturday appointments available by request.