My favorite part of my business is giving balance to business owners by providing them with knowledge, less stress, quality financial books and reliable bookkeeping services that allow them to do other things in their day.
When I’m not crunching numbers, you could find me enjoying life while keeping up with my family, gardening, kayaking, walking, observing nature, and doing projects around the home front.
I’ve been an accountant since 2004 while working full-time as a Medical Laboratory Technician. In 2006, I walked into a small retail store that wasn’t open yet and started helping the owner put together furniture. They needed an accountant on their team who could handle small business set-up, was willing to pitch in wherever needed, could handle inventory, and payroll services. I had started my business and other clients were soon to follow.
My love for being an entrepreneur started as a teenager as I was being raised on a farm by my parents. I heard and saw how they built their dream by being financially responsible and taking calculated risks on a regular basis.
I became a bookkeeper genuinely believing, that your time is valuable, and you should spend it doing something you enjoy. For most business owners, that is NOT bookkeeping.
Trusted business finance bookkeeper, unofficial small business supporter and Wisconsin-born dairy farm native.
Hello! I’m Tammy -
your trusted accountant!
Investment price: Basic package starts at $200/month
For the entrepreneur, whose books are non-existent, incorrect, don't make sense, the business has changed or experienced growth where the bookkeeping became overwhelming and there needs to be "retroactive" work done to maintain the books.
For the business owner who wants a trusted accountant and fresh start.
FOR THE BUSINESS OWNER WHOSE RECORD KEEPING NEEDS A CLEAN-UP.
Virtual QBO Bookkeeping Maintenance
Investment price: Discovery Session starts at $200......Basic Bookkeeping services start at $150/month
For the entrepreneur who appreciates custom designed services which match your business' needs monthly. For the action forward business owner who wants to decrease worry, messy books and stay on top of their financial performance. Part of this goal includes avoiding unnecessary expenses, such as interest & penalty charges.
MANAGING AND RECONCILIATION OF your FINANCIAL TRANSACTIONS ON A REGULAR BASIS.
Bookkeeping Services
Investment price: Based on small business needs. Most businesses spend between $200 - $2500 / month
You want someone who is available to ask questions to, someone who can help them set up multiple accounts for their business (business tax registration, LLC, payroll and/or sales tax accounts), someone who can provide ongoing consulting for business transactions or record keeping.
QBO Set-up and Training: Individual or Group training sessions, training in business record keeping.
ideal For your business if you want a financial team.
Business Consulting
shawna stanley ~ shawna lou creative
Working with Tammy has given me such a sense of relief when it comes to my bookkeeping. I know I'm in good hands with her because of the way she approaches her work - with complete honesty and transparency. It's everything I've wanted from someone when working with my money and understanding me and my business. I appreciate her time and patience because I am not a cookie cutter business. She makes sure to follow through on all tasks and has great communication! Highly recommend!
heather rothbauer-wanish ~ wanish sugar bush
Tammy has done an amazing job with our bookkeeping for the last two years. With her assistance, our invoices, balance sheets, P&L information, and expenses have all been streamlined. Our business has grown exponentially since we started working with Tammy and she’s always there to answer questions, give us advice, and to educate us on how to ensure our information is up-to-date and accurate. We would highly recommend Beyond Bookkeeping for your bookkeeping needs!
lisa riggs ~ spirit sox usa
Tammy is professional, hardworking, and genuinely cares about her clients. As my company grows, every time I ask her if we can do this or if she has this knowledge, the answer is always yes. Every month is reconciled and closed on a timely basis without me ever having to ask her to do it. Usually, it is Tammy coming to me to prompt me to answer questions or send her what is needed! When you work with Tammy, you get someone you can trust and who does excellent work. I can't recommend her highly enough.
Kristin Verhaagh
~ Kristin K Designs
Tammy has been such a blessing. She has been my bookkeeper for over 2 years now. I love her business knowledge. She is always willing to answer questions and give suggestions on ways to manage my books better and grow Kristin K Designs. She has a positive attitude and is fun to work with. I have learned so much from her.
travis skattebo ~ t&h fence
Prior to working with Tammy, it was a struggle to keep things organized and reconciled. When Tammy took T&H Fence on as a client more than 6 years ago she dug in, did what needed to be done and I have never looked back. Her services, attention to detail, and expertise cannot be matched. From assistance with day-to-day paperwork to end of the year reporting and beyond, Tammy’s work is seamless and very much appreciated.
TANNER L ~
ATTENTION 2 DETAIL AUTO
As a new small business owner, I was struggling to keep my books in order and form a good system to accurately keep records for my small business. However, Tammy went above and beyond to help me get organized and ensure that my financial records were accurate and up-to-date. She provided me with personalized attention and guidance, walking me through every step of the process and answering all of my questions with patience and expertise.
Our work begins with signed paperwork including the contract and an initial payment. We look forward to working with you.
The letter of engagement; and it's scope of work, terms, fees, etc. This is your opportunity to clarify your needs, ask questions and approve the contract.
Discovery Session findings are sent via email. We have a 15-minute consultation to determine what services you want with a cost estimate.
Discovery session: I determine what needs to be done to get accurate records.
If you decide to move ahead we have a 20 - 30 minute consultation to discuss the Discovery session.
Contact me today to see if we are a good fit to work together. Book your free consultation here.
The Process
No. I also provide consulting services, Bookkeeping tips, QuickBooks Online (QBO) training to business owners, retroactive services to clean-up past bookkeeping, payroll services, and sales tax reporting and scheduling.
DO YOU ONLY PROVIDE BOOKKEEPING SERVICES?
That depends on your needs; each client has a unique situation, and we can develop our partnership according to those requirements. My rates start at $150 / package / hourly which is dependent on the scope of work.
How much do your bookkeeping services cost?
I work with a variety of service-based businesses. Current and past businesses include: HVAC, fence company, computer and holistic therapy businesses, and customized sock operation. Ideal clients include small-sized businesses with services as a primary offering and little to no inventory.
WHAT TYPES OF BUSINESSES DO YOU WORK WITH?
Yes. There are so many available. My suggestion is to try to keep it simple. The more apps you use, the more recordkeeping and tracking there is to do. Check out a few that my clients use: Square, HoneyBook, Calendly, QBO, Etsy, ADP for payroll, Paychex, and Keeper.
DO YOU WORK WITH 3RD PARTY APPS?
Yes. Adjustments can be made to the contract as your business grows and evolves.
CAN THE SCOPE OF WORK CHANGE AS MY BUSINESS NEEDS CHANGE?
No. A business banking account is key for several reasons. It is most useful in an audit, to get a loan or financial backing during a business' time of growth and helps to deter fraud or discover fraud within the company.
DO YOU WORK WITH BUSINESSES WHO DON’T HAVE A BANK ACCOUNT?
No. All 3rd party apps are the responsibility of my customers from setup to managing the account. If required to perform our services, I will log in to obtain reports, or the client can send me the necessary reports.
Do you set-up the 3rd party apps?
Yes. I believe, every business owner deserves a financial team that is willing to work together with the customer in mind, YOU.
WILL YOU CORRESPOND AND WORK WITH MY TAX PREPARER, CPA, BANK?
Facts & Questions
Proud Member of
When you work with me, you won’t need to worry about reconciling, should I track this purchase or loan, profit and loss statements, or balance sheets you will have a person to reach out to. As a part of your financial team, you'll have peace of mind knowing that a professional is taking care of your bookkeeping needs.
that’s why I can tackle the numbers so you can have more balance in your business and life.
I know how important it is to have organized, up-to-date, and accurate financial books.
Phenomenal & truly affordable Legal Plan protection in 15 areas of Law for individuals, families and business owners.
LEGALSHIELD*
Identity Theft Protection against many types of identity theft including medical with full identity restoration.
IDSHIELD*
Official State of Wisconsin website for Individuals, Business Owners, Unclaimed Property, etc such as: My Tax Account.
SOCIAL SECURITY ADMIn
small business and self employment tax. Direct link to IRS.gov and Small Business Information.
EMPLOYMENT TAXES
Official State of Wisconsin website for Unemployment for Employers and Employees, etc.
wi WORKFORCE DEVELOPMENT
Official State of Wisconsin website for Individuals, Business Owners, Unclaimed Property, My Tax Account, etc.
WI DEPARTMENT OF REVENUE
Official IRS.gov website – For Individuals and Business Owners – Make a federal tax payment, Refund status, EIN, etc.
irs
Use this calculator to estimate your self-employment taxes avoid penalties: pay quarterly estimated taxes.
SELF EMPLOYMENT CALCULATOR
** There is a fee associated with this service. Federal IRS payments, State payments, Local Payments, Education Payments.
Pay Your Taxes Here
Small business bookkeeping resources
All you need to do is fill out this form. Once you hit submit, you’ll receive an email from me within 48 hours.
Or reach out to bbookkeeping2016@gmail.com
