Welcome to Lady Heron Bookkeeping!
Lady Heron Bookkeeping offers simple, straightforward virtual bookkeeping designed to take the stress, confusion, and guesswork out of managing your finances. Whether you’re just getting started or feeling overwhelmed by a growing to-do list, we bring clarity, calm, and clean books to your business so you can focus on what you do best.
Our Services
Core Services
Categorize transactions
Reconcile and verify bank and credit card statements
Preparation of Profit and Loss Statement and Balance Sheet reports
Month-end financial close and review process
Coordination with your CPA, Tax Preparer, etc. as needed
Ongoing support
Add-On Services
A/R invoice input and tracking
A/P bill input for authorization and payment
Receipt tracking
Sales tax reporting
Class and location tracking
Customized, detailed financial reports
One-Time Services
QuickBooks online account setup
Custom chart of accounts
Clean-up and catch-up bookkeeping
Create workflows and templates for your small business
System Migration
Bookkeeping consultations
Budgeting and Cash flow planning
Logo and Canva template design
How it Works
1. Book a Free Consultation Call
Schedule a free 15–20 minute discovery call so I can learn about your business, your current bookkeeping setup, and what support you need.
2. Get a Custom Quote
After our call, you’ll receive a clear, tailored proposal outlining your monthly services, onboarding plan, and pricing.
3. Onboarding & Setup
I’ll get connected to your accounting software and bank feeds, perform a diagnostic review to clean up any existing issues, and organize your books so everything starts fresh and accurate.
4. Monthly Bookkeeping
Each month, I categorize transactions, reconcile accounts, review your books, and keep everything tax-ready and up to date. With Quickbooks Online, you will have 24/7 access to your financial information.
5. Monthly Reports + Support
By the 15th of each month, you will receive clear financial reports. Every cycle also includes one deep-dive Strategy Session to review your live data together, plus ongoing email support for your peace of mind.
FAQs
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All client books are maintained in QuickBooks Online (QBO). We use QuickBooks Online because it consistently provides the most reliable, efficient, and user-friendly experience for both bookkeepers and business owners.
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Yes! Lady Heron offers:
Bookkeeping catch-ups
Historical cleanups
QBO setup
Troubleshooting for messy or inaccurate books
Every new engagement begins with a diagnostic review. If your books need historical cleanup, I offer flexible payment structures to get your records tax-ready.
These can be standalone projects or the first step before moving into monthly services.
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At Lady Heron, pricing is generally a flat-rate fee and is based on several factors including:
Number of bank/credit card accounts
Transaction volume
Types of transactions and workflows
Frequency of services (monthly, quarterly, etc.)
Overall complexity
Services are pre-paid monthly, ensuring dedicated time is reserved for your business.
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Lady Heron Bookkeeping supports small businesses, solopreneurs, service providers, creatives, and growing online businesses. Whether you're brand new or years in, we tailor our services to your stage and goals.
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Lady Heron provides bookkeeping support for smooth quarterly and annual tax filings, and we can collaborate with your CPA or tax preparer.
While we don’t prepare income tax returns, we ensure your books are accurate, categorized correctly, and completely tax-ready. -
We use a shared Collaboration Hub for daily transaction questions to keep your inbox clean. For formal updates, I respond to emails within 24–48 business hours. We may also have a deep-review session via Zoom or Google Meet as included in each package (one session per billing cycle).
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Most clients only need to provide their:
Monthly bank and credit card statements
Any receipts not easily matched
Notes about unusual transactions
We make the process simple and streamlined.
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Absolutely. All documents are uploaded through secure links or stored in private, password-protected folders. QBO is an encrypted, industry-standard platform used by millions of businesses. I never have the ability to move funds; I only require "read-only" accountant access.
