Books aren’t horror movies. But yours sometimes act like it.
When tax season comes around, you might scream.
If someone asks where your cash is going, you’ll probably stare silently at them.
If you have to keep doing your own bookkeeping, your business will—we don’t even need to go there, we all know that’s not an option.
When you’re living in cash flow uncertainty, trying to keep your finances afloat, it can feel like a stress spiral. You don’t have the time to be doing that. Plus, digging into accounting software on a Friday afternoon sounds way less appealing than hitting happy hour. Maybe you’re powering through on your own or have hired a bookkeeper in the past, but one thing’s for sure:
It didn’t work. And now you want what works.
We go way beyond clean books
Bare minimum, if you ask us
With Lookout Bookkeeping, you’re getting:
Strategic Financial Clarity
Organized books keep the lights on. Clear, actionable, financial insights make confident, growth-focused decisions feel like making easy mac.
Reliable Partnership
Because the bookkeeper who ghosted makes us scared. We’re the back office that grows with you. Hire once, never think about it again.
A Proactive Approach
We flag issues, answer questions, and are in it with you. Reactive bookkeeping is stressful, so you’re never fending for yourself, wondering where your business stands.
Ethical, No-Shortcuts Stewardship
All books are smooth and accurate (again, bare. f*cking. minimum.) But also, fully tax compliant. Smooth tax time sounds like an oxymoron, but we make it happen.
Growth-Minded Guidance
We keep your eye on the future financial forecast, not just the historics. That’s how Lookout got its name.
Efficient Systems That Save Time
No more guessing. No more clunky processes. No more email threads from hell. With a solid financial foundation, everything will be under control, in every season.
What We Do
SERVICE ONE
Historic Clean-Up
We love chaotic books. Hand it over and pretend forgetting to do 2021’s bookkeeping never happened.
- We will establish your books in QBO or work in your file.
- Fee is based on monthly rate for number of months needed.
- Payment upfront is required - payment plans can be discussed.
SERVICE TWO
Monthly Bookkeeping
Your numbers in order, every month. We’re making future decisions easier with accurate data that does. not. lie.
- Allocating all transactions
- Reconciling all accounts
- Monthly Reports
- Asset/liability management
- Client portal for communications
- Investment starts at $500/mo
SERVICE THREE
Payroll
Payroll is an animal. Use our experience and knowledge to make sure you’re set up for easy payroll success. Def not an amateur task.
- Reminders
- Entering time to process payroll
- Reports - payroll summary & paystubs
- Employees will have online access to paystubs and payroll information
- Investment starts at $100/mo as add on to bookkeeping services
SERVICE FOUR
Consulting and Advisory
Your data can propel your financial decisions forward, if you know what to look for. We paint that picture for you, because growth decisions aren’t so big when you have a team on your side to help you make them.
- Includes all services under Monthly Bookkeeping
- Cash Flow Forecasting through Clockwork.ai
- Monthly reports with quick loom video overview
- Quarterly 1:1 meeting to review & set assumptions/scenarios in Clockwork.ai (can be more frequent, based on needs)
TESTIMONIALS
Before Melissa, the anxiety about my books was crushing—I honestly don’t know where I’d be without her support.
She stepped in after someone else had made a complete mess of things and patiently untangled every reconciliation, liability, and error. Now my books are accurate, my accounts are reconciled, and I finally feel confident sending reports to my bank. But Melissa isn’t just a bookkeeper—she’s my financial bestie. She calms the chaos, explains what matters, and makes me feel in control again. She’s worth every penny and then some, because she doesn’t just fix problems—she prevents them.
Manufacturing Business Controller
Before working with Melissa, bookkeeping felt overwhelming and uncertain. I didn’t know what I needed, but looking back, choosing her was the best decision I could have made.
She and her team are thorough, responsive, and detail-oriented—everything gets handled quickly and correctly. The client portal makes communication seamless, and I always feel like I know where my business stands financially. Melissa has given me the freedom to focus on running and growing my business instead of drowning in clerical work. I can confidently say outsourcing to her is one of the smartest moves any business owner can make.
Business Owner in Contracted Logistical Services
Melissa didn’t just do my books—she changed my life.
I came in terrified, with zero information and no idea where to even start. She walked me through every step with compassion and confidence, turning chaos I couldn’t face into clarity I could trust. She found things I didn’t even know existed, kept me moving when I wanted to give up, and made sure nothing slipped through the cracks—from taxes to legal referrals to estate planning. Melissa is tenacious, organized, and doesn’t stop until it’s done. She’s so much more than a bookkeeper—she’s a partner who goes above and beyond, and I couldn’t have made it through without her. Hiring her was the best decision I’ve ever made.
Business Owner of a Franchise Restaurant
How do I get started with your services?
To begin, fill out the intake form by clicking here. Once submitted, I'll review the information provided and get in touch with you to discuss your specific needs and provide a tailored quote. To be transparent, my services start at $500 per month for business with 100 transactions per month or less; services can range up to $3,000 per month or more, depending on the services needed and volume of transactions.
What bookkeeping software do you use?
We work exclusively on QuickBooks Online! It is the gold standard software for SMBs. Another perk of working with Lookout Bookkeeping is that you are working with a QuickBooks Online Certified Pro-Advisor. I understand the software well, so it can be tailored to your needs.
Are there any additional services you offer besides bookkeeping?
Apart from bookkeeping, I can assist with payroll management (while utilizing a third party payroll provider), tax preparation (I do not file taxes; I prepare all that is necessary for you to take your financial statements to a tax professional for that service), budgeting, and financial analysis. I provide comprehensive financial services to support your business's financial health and growth.
How frequently will I receive updates on my financial records?
I typically provide monthly financial statements and updates, ensuring you have up-to-date information on your business's financial status. If you are needing financial updates more frequently, we can discuss what that looks like during your onboarding call.
What distinguishes your bookkeeping services from others?
My services are personalized. I get to know you and your business. I strive to work as a partner; outsourcing your bookkeeping does not mean that you will never have to answer questions and work with me. It means that I assist you in getting everything organized and make sure you have a clear picture of what is happening in your business. I offer dedicated support, accuracy, and a proactive approach to your financial management needs.
We’re your BTS bookkeeping besties that knows monthly reports is the bare minimum.
We dig into the behavior and patterns behind your money, so you stay in control. Money chaos is scared of us. We’d like to keep it that way, so you can sleep better at night– knowing your business is business-ing.
Fill out the intake form.
