Vector Bookkeeping LLC

Smart Tech. Smarter Bookkeeping.

Bookkeeping service in Milwaukie, OR (show on map)

5.0

★★★★★

21 reviews

Portland bookkeeping and accounting services leveraging technology for efficient financial management.

Call (503) 468-1840

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About

Vector Bookkeeping is a Portland-based virtual bookkeeping firm serving small businesses, entrepreneurs, and nonprofits. They specialize in leveraging technology and integrations to provide efficient, accurate financial management.

Services include weekly bookkeeping maintenance, catch-up/clean-up for backlogged books, professional payroll, accounts payable and receivable management, compliance and document retention, and systems design/automation. They use a best-in-class tech stack including QuickBooks Online, Gusto, Bill.com, Melio, Dext, Square, Stripe, and more. They serve clients across the Portland metro area and Oregon statewide.

Weekly client interaction (not monthly or quarterly)

Pro Advisor and QuickBooks Partner with lifetime discounts

Best-in-class integrated tech stack

Virtual yet personal and hands-on support

Systems design and automation as a standard service

Deep expertise in payroll, AP/AR, and compliance

Services

Weekly Bookkeeping Maintenance

Ongoing bookkeeping with weekly interaction, standard and custom reports, and cash flow management to keep books up-to-date.

Weekly email updates Standard and custom reports Cash flow management Up-to-date books

Catch Up or Clean Up

Deep dive review of current books to bring clients back on track, create a plan, and transition to regular maintenance.

Deep dive review Action plan creation Transition to maintenance mode

Payroll Services

Professional payroll processing including direct deposit, state and federal tax filings, and employee benefits management.

Direct deposit Tax filings Group health insurance 401k plans Workers compensation

Accounts Payable & Receivable

Manage bills and invoices to ensure timely payments and collections, including forecasting cash outflows.

Invoice management Bill payment Cash flow forecasting AP/AR integration

Compliance and Document Retention

Ensure IRS compliance and proper documentation of expenses using Dext for audit readiness.

IRS compliance Document retention Dext integration Audit readiness

Systems Design, Automation & Integrations

Consulting service to design efficient business systems, automate processes, and integrate software tools.

Tech stack design Process automation Software integrations Scalability planning

Credentials & Certifications

QuickBooks Pro Advisor

QuickBooks Partner

Reviews

Rating

★★★★★

Reviews

"Timely and thorough bookkeeping with very reasonable rates."

Frequently Asked Questions

What bookkeeping services does Vector Bookkeeping offer? +

Vector Bookkeeping offers weekly bookkeeping maintenance, catch-up/clean-up for backlogged books, new business setup, payroll, accounts payable/receivable, compliance and document retention, and systems design/automation.

How often does Vector Bookkeeping interact with clients? +

Vector Bookkeeping interacts with clients on a weekly basis, sending weekly emails detailing what was done, requesting information, and including standard or custom reports.

What software does Vector Bookkeeping use? +

Vector Bookkeeping uses QuickBooks Online as their primary accounting platform, along with Gusto for payroll, Bill.com and Melio for accounts payable, Dext for document retention, and Square, Stripe, Venmo, Clover, Toast, and PayPal for payment processing.

Is Vector Bookkeeping a virtual firm? +

Yes, Vector Bookkeeping operates as a virtual bookkeeping firm but offers regular face-to-face virtual meetings and hands-on financial support.

What areas does Vector Bookkeeping serve? +

Vector Bookkeeping serves Portland, Oregon and surrounding areas including Beaverton, Bend, Canby, Cornelius, Forest Grove, Gladstone, Gresham, Happy Valley, Hillsboro, Lake Oswego, Milwaukie, Oregon City, Tigard, Tualatin, Vancouver, West Linn, and many more across Oregon.

What types of businesses does Vector Bookkeeping work with? +

Vector Bookkeeping works with small businesses, entrepreneurs, nonprofits, architecture firms, construction trades, real estate rentals, law firms, psychiatric nurse practitioners, and growing mid-size organizations.

Does Vector Bookkeeping offer payroll services? +

Yes, Vector Bookkeeping offers professional payroll services including direct deposit, state and federal tax filings, and can also handle group health insurance, 401k plans, and workers compensation through Gusto and other payroll systems.

How does Vector Bookkeeping ensure security of financial data? +

Vector Bookkeeping uses 256-bit SSL/TLS encryption, Box.com for secure file transfer, and grants view-only access to financial information so clients retain control of their funds and checks.