welcome to the desk savvy!
about me
Hi, I’m Carlie Abbott, the founder of The Desk Savvy LLC, a virtual bookkeeping company dedicated to helping busy professionals, entrepreneurs, and businesses manage their finances and achieve their goals. With a passion for accuracy, attention to detail, and financial problem-solving, I created The Desk Savvy to offer seamless, personalized bookkeeping services to clients who need a trusted partner to handle their financial records.
I’ve always been drawn to helping others simplify their lives. With years of experience in managing diverse financial projects and mastering tasks like bookkeeping, account reconciliation, and financial reporting, I realized that my skills could make a real difference for people overwhelmed by their financial records. That’s when I decided to turn my passion into a business and launched The Desk Savvy LLC.
In addition to offering top-notch virtual bookkeeping services, I’m also committed to building genuine relationships with my clients. I understand that every client is unique, which is why I prioritize creating tailored bookkeeping solutions to fit your needs, whether it’s managing your invoices, organizing your financial statements, or even helping you plan your financial strategy.
credentials
Certified with Intuit QuickBooks, I leverage my expertise to navigate financial challenges with exceptional accuracy and confidence. I specialize in partnering with small and medium-sized businesses across diverse industries, empowering them to achieve their financial goals and drive growth.
professional bookkeeping services and pricing
Discover a range of highly sought-after bookkeeping services that I provide. Whether you’re interested in multiple categories or just one or two specific services, I’m here to help. If you have unique needs that aren’t listed, don’t hesitate to reach out. I invite you to contact me for detailed information about my services, approach, and competitive pricing. Together, we can create the perfect plan tailored to your bookkeeping requirements, ensuring you have the support you need to thrive.
essential services
$500-750/month
Everything included in Essential:
- Categorize transactions in the chart of accounts
- Reconcile and verify bank and credit card statements
- Prepare Income Statement and Balance Sheet reports
- Month-end financial close and review
premium services
$800-1200/month
Everything in Essential, plus:
- Account receivable invoice input and tracking
- Accounts Payable bill input for authorization and payment
- 1099 preparation and e-filing
- Receipt tracking
- Manual sales tax calculations
one-time services
$1500+
Customized for your needs:
- Set-up your books with a custom chart of accounts
- Create a workflow for your small business bookkeeping
- Clean-up messy books
- Catch-up books that need to be brought up-to-date
Please Be Advised: I do not currently offer tax services or services for nonprofits or businesses requiring HIPPA-compliant bookkeeping software.
Pricing is based on things such as number of accounts and transactions, types of transactions, frequency of services, time needed, and complexity. Please note: all bookkeeping services are completed in house. I do not outsource your bookkeeping to other countries.
While bookkeeping costs can vary widely, clients typically see prices between $500 to $900 per month range. For books with a higher number of accounts or level of complexity, pricing may be in excess of this range.
Catch up and clean up prjects typically run several thousand dollars depending on the scope of the work. I charge a flat fee for these projects. Projects of any size are welcome.
how it works
I work with QuickBooks Online and this is where your books are kept. You have access to them 24/7.
For those that are interested in using my services, I offer a free 30-minute consultation call (either by phone or zoom) where we can talk about your business’s bookkeeping needs and see if we’re a good fit. Texting and emailing are also welcome.
I utilize a range of remote communication options that fit your needs. This means that I use email, Microsoft Teams, Zoom, texting, and direct phone calls. I want to make sure that you can communicate with me in the easiest way that works for you and your business.
Sign a simple, straightforward, engagement letter, and upload your documents via secure link or to a private, password-protected client folder for safe handling.
Bank statements and documents are due each month. Monthly bookkeeping fees are due on the 1st of each month.
Contact
email: thedesksavvy@outlook.com
phone: (503) 438-7557
schedule a consulation
If you are ready for reliable bookkeeping services to ensure peace of mind for your business, please use the calendar below to schedule your free consultation.