Segars Bookkeeping LLC

Portland & Vancouver WA Bookkeeping Services for Small Businesses

Bookkeeping service (show on map)

Reliable monthly bookkeeping and QuickBooks Online services for Portland and Vancouver WA small businesses.

About

Segars Bookkeeping LLC is a Portland-based bookkeeping service founded in 2024 that helps small business owners maintain accurate, organized, and tax-ready financial records. The firm specializes in monthly bookkeeping workflows using QuickBooks Online, delivering bank and credit card reconciliations, transaction categorization and review, monthly financial reports (profit & loss, balance sheet), and ongoing support.

Services are provided locally and remotely via secure cloud-based systems. The owner brings a background in systems analysis and software development, applying structured, repeatable processes to reduce errors and support informed business decisions. Segars Bookkeeping is an active member of Business Network International (BNI) and serves clients in Portland, Beaverton, Hillsboro, Tigard, Lake Oswego, Gresham, Milwaukie, and Vancouver, Washington.

Portland-based local provider with personal touch

Standardized on QuickBooks Online for consistent workflows

Structured, predictable monthly process

Background in systems analysis and software development informing process design

Active BNI member connected to Portland business community

Services provided locally and remotely via secure cloud-based systems

Services

Monthly Bookkeeping Services

Ongoing monthly bookkeeping to keep financial records accurate, organized, and up to date, including reconciliations, categorization, and financial reporting.

Bank and credit card reconciliations Transaction categorization and review Monthly financial reporting Ongoing bookkeeping support as needed

QuickBooks Online Bookkeeping

Structured QuickBooks Online bookkeeping services including setup, reconciliation, categorization, monthly reporting, and ongoing support.

Bank & credit card reconciliations Transaction categorization & review Monthly financial reports (P&L, Balance Sheet) Ongoing support and clarification

Bookkeeping Cleanup / Catch-Up Services

Assessment and remediation of historical bookkeeping that is behind or disorganized, scoped and quoted separately from ongoing monthly services.

Historical bookkeeping assessment Catch-up work scoped and quoted separately Guided transition to QuickBooks Online if needed

Onboarding & Transition Services

Review of current books, software, and documentation; setup or transition to QuickBooks Online for new clients.

Review of current books and software Guided transition to QuickBooks Online Structured repeatable process once onboarding is complete

Credentials & Certifications

Business Network International (BNI) member

Frequently Asked Questions

What bookkeeping services do you provide? +

Ongoing monthly bookkeeping including bank and credit card reconciliations, transaction categorization and review, monthly financial reporting, and ongoing bookkeeping support as needed.

Do you support accounting software other than QuickBooks Online? +

Yes, I review books from other accounting systems as part of onboarding or cleanup work. For ongoing monthly services, QuickBooks Online is used for consistency and efficiency.

Why do you standardize on QuickBooks Online? +

Using a single platform allows consistent workflows, reduced errors, dependable monthly reporting, secure cloud access, and easier collaboration with CPAs and tax professionals.

What if my books are behind or need cleanup? +

We first assess how much historical work is needed. Cleanup or catch-up work is scoped and quoted separately from monthly bookkeeping so expectations are clear before ongoing services begin.

Is cleanup included in monthly bookkeeping? +

No, cleanup work is not included in monthly bookkeeping. Historical cleanup or corrective work is handled as a separate engagement prior to starting ongoing monthly services.

What does onboarding look like for a new client? +

Onboarding begins with a review of your current books, software, and documentation. If needed, this includes setting up or transitioning to QuickBooks Online. Once complete, monthly bookkeeping follows a structured, repeatable process.

How do we communicate and share documents? +

Communication is handled via email and secure cloud-based tools. Documents are shared electronically, and questions are addressed as part of ongoing bookkeeping support.

Do you work with clients outside of Portland? +

Yes. While I serve businesses in Portland and nearby communities, services are provided remotely using secure, cloud-based systems.