Expert Accounting Work & Monthly Bookkeeping for Small Business Finances.
Reliable Accounting Solutions for Entrepreneurs
Maximize Your Profits with Regency Accounting LLC
Do you need help keeping your small business finances organized and up-to-date?
Would you like to see monthly financial reports, so you know where you stand—no surprises at year-end or tax time?
Want to replace many overwhelming hours of bookkeeping frustration with profitable actions to benefit your business instead?
Wouldn’t it be great if you could provide your tax accountant with a neatly prepared report at tax time—without any time or effort on your part?
Let’s eliminate the stress of maintaining your small business finances by delegating that responsibility to a meticulous accounting professional for a fair, flat monthly rate.
Services tailored to your unique needs—for a cost far less than hiring a full-time employee or losing potential revenue by doing it yourself—and you’ll have a bookkeeper available essentially on retainer.
About Katie Jackson, Regency Accounting LLC
Hello and welcome!
I'm a small business owner helping other small business owners maintain organized, accurate, and up-to-date financials for informed decision-making.
The accounting work you dread is the accounting work I adore!
You do what you do best, and I’ll do what I do best. Together, we’ll make a great team.
You'll have an invaluable, detail-oriented partner, keeping your numbers in order behind the scenes so you can focus on other important things.
You will benefit from my more than 20 years of accounting experience, during which I have worn many hats, including as a data analyst, staff accountant, controller, and acting regional CFO. I have overseen AR, AP, HR/Payroll, and IT departments. I've been called the right-hand woman of CEOs and corporate CFOs.
My earnest goal is to provide you with peace of mind!
What My Clients Say
Did you know that I'm also a fiction editor and writer?
Visit my other website to see more client testimonials about what it's like to work with me!
I am a Certified QuickBooks ProAdvisor!
Specialized Accounting Software
I have extensive software expertise from doing accounting work in MatrixCare and PointClickCare for healthcare industry clients. Plus, I love Excel spreadsheets!
Discover How Regency Accounting LLC Can Help You Manage Your Finances!
Expert Accounting Services for Your Small Business
Monthly
One-Time Clean-Up
One-Time Clean-Up
Let me help keep your small business finances organized and your business running smoothly.
One-Time Clean-Up
One-Time Clean-Up
One-Time Clean-Up
Do you need help to get your small business finances organized and up-to-date? I'm your gal! Send your accounting work my way, and I'll have it cleaned up and ready for you to move forward in no time!
Rates
Rest assured that your monthly rate will be flat and fair, no surprises. What we agree to in your contract is what you'll pay.
Rates as low as $300 per month, depending on the frequency, volume, and complexity of accounting work needed.
Send me a message below, and we'll negotiate your monthly rate!
Still have some questions? I have the answers! See my detailed frequently asked questions section.
Contact Me
Ready to Get Started?
I will get back to you by email within 48 business hours, excluding weekends and U.S. holidays.
(Please check your spam or junk mail folders.)
Once a monthly rate is agreed upon, you will receive a contract to sign electronically and a New Client Checklist. With that information, I will design a suitable workflow and timeline that will reliably keep your small business finances organized and up-to-date. You'll always know what to expect and when to expect it.
Looking forward to working with you!
Sincerely, Katie | Regency Accounting LLC
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Frequently Asked Questions
Please contact me if you cannot find an answer to your question.
No, I will not have (nor do I want!) direct access to or control of your accounts. You can either link them to QuickBooks for automatic transaction data downloads, or else you can send me the monthly statements as PDF files for me to manually enter the transactions, whichever you are most comfortable with.
After our contract is signed, I will assist you with securely connecting your relevant financial accounts to QuickBooks, if that is the method you choose.
I will then categorize your transactions, reconcile your accounts, and produce your financial statements. I may make adjustments to your books to ensure accuracy; every action is recorded.
Occasionally, I might need further information from you in order to categorize a transaction properly, but generally, I do my best to keep bookkeeping as hands-off as possible for you.
You can also send me a message whenever you'd like. I'll usually respond to clients within one business day, excluding weekends and holidays. There's no extra fee for support—I'm always happy to help.
When money comes in to your business (or is expected), or when money goes out, those transactions must be properly categorized in particular income or expense accounts on your financial statement. Some of them are very straightforward, like if you purchase fuel for a work vehicle, while others require a little extra attention, such as purchasing the work vehicle itself, which may require special accounts to be created on your financial statements for the car loan and related payments or for depreciation purposes. It's important to keep transactions organized as they happen throughout the year; trying to remember or piece together a year's worth of information at tax time is daunting!
Reconciliation means that nothing is missing and everything is accounted for in your business books.
In other words, I will use your bank, loan, and/or credit card statements to ensure that all transactions are appropriately recorded in your business's monthly financial statements.
When accounts are reconciled, that means that there aren't any discrepancies between your bank/loan/credit card accounts and your financials. Everything matches!
Financial statements include multiple reports that show the financial health of your business.
The Profit and Loss (P&L) statement will show your revenue (money earned) and expenses (money spent). The difference between the two is your profit (the money you have left over) or your loss (the money you've overspent).
The Balance Sheet shows your business's assets (positive things that benefit your business, like cash in the bank) and its liabilities (like loans you owe). Ultimately, it can show the overall value of your business.
Between these two reports, you can make informed decisions—for example, pricing your services or making purchases.
No. But I will ensure that your payroll data is appropriately recorded in your financials.
No. But I will create and send out your 1099 forms, if that is part of our contract.
No. If electronic invoicing is a contracted service you choose, I will send the initial invoice, and possibly schedule whatever automatic email reminders that QB offers, but I will not otherwise contact your clients or customers for payment. Please see my Communication Policy below for further information.
Communication Policy
- I will not directly communicate with your clients, customers, employees, or vendors, with whom you have a separate contractual relationship.
- For recordkeeping purposes, all communication will be by email only (or within the secure My Accountant, Requests tab if using QuickBooks Online)—no phone calls, text messages, or video meetings. This creates a time- and date-stamped virtual paper trail to refer back to.
- I respect your time as a busy small business owner and will only contact you when necessary, such as with expected reports or with questions.