Small Business Owners and Entrepreneurs

If your books feel unclear, behind, or harder to manage than they should be, I can help get them back under control.

Time, workload, and financial clarity

Reclaim your time
• Focus on clients, billable work, and business growth.
Get bookkeeping off your plate
• Leave the reconciliations and recordkeeping to a professional.
Financial clarity
• Keep accurate, current financial records you can rely on.

Monthly Bookkeeping

Ongoing monthly service

• Transaction categorization: categorize income and expenses.
• Account reconciliation: reconcile bank, credit card, and payment platform accounts.
• Financial reporting: prepare monthly financial statements.

Catch-Up & Cleanups

Historical bookkeeping and corrections

• Catch-up bookkeeping: bring overdue bookkeeping up to date.
• Cleanup and corrections: correct categorization errors and resolve discrepancies.
• Account reconciliation: reconcile accounts and establish accurate financial records.

New Business Setup

Establishing your bookkeeping foundation

• QuickBooks setup: establish the company file and chart of accounts.
• Account connections: connect bank, credit card, and payment platforms.
• Bookkeeping workflow: establish processes for transaction categorization and reconciliation.

Monthly Bookkeeping

Starting at $350/month

• Includes transaction categorization, bank, credit card, and payment platform reconciliation, and monthly financial reporting.• The starting rate covers up to 150 monthly transactions, three bank or credit card accounts, and one business entity. Pricing varies with transaction volume, account count, and bookkeeping complexity.

Catch-Up & Cleanup

Custom pricing

• Bring overdue bookkeeping up to date, correct errors, resolve discrepancies, and establish accurate financial records.• Pricing is based on the number of months involved, transaction volume, and condition of the existing records.

New Business Setup

One-time fee

• Establish your bookkeeping foundation with QuickBooks setup, chart of accounts configuration, and applicable account connections.• Pricing depends on your business's setup requirements.

About Me

I'm Steve, founder of Waltrip Lane Bookkeeping Services, built on a practical approach to business, a commitment to accuracy, and the belief that financial records should reflect the reality of a business.I bring more than 17 years of financial operations experience to that work, in both privately held companies and Fortune 500 environments. That background includes reconciliations, month-end close, financial reporting, audit support, and maintaining records across multiple business entities. I hold Intuit Bookkeeping and QuickBooks certifications, along with IOFM certifications in Accounts Payable.I work with independent professionals and business owners who need dependable bookkeeping, as well as CPAs and accounting firms seeking additional bookkeeping capacity. Whether supporting a business directly or working behind the scenes for an accounting firm, my focus is the same: accurate records, consistent processes, and work you can rely on.

How I work

What You Can ExpectAccurate Records. Consistent Processes. Direct CommunicationWaltrip Lane Bookkeeping Services is built around three priorities:Reliable Financial RecordsConsistent transaction categorization, account reconciliations, and financial reporting designed to keep your books organized and current.A More Efficient WorkflowFor independent professionals and business owners, less time spent managing financial records. For CPAs and accounting firms, dependable bookkeeping support that helps preserve capacity for higher-value work.A Direct Working RelationshipWork directly with me, with clear communication, defined responsibilities, and an emphasis on accuracy, consistency, and professional accountability.The goal is straightforward: organized books you can rely on and bookkeeping support aligned with the way you run your business.