Your Bookkeeping
Freedom Starts Here!
Empowering you to Track, Balance, and Grow your financial future.
Welcome to Newman Bookkeeping!
We believe that managing your finances should be clear, concise, and lead to lasting growth. Whether you're a small business owner, a freelancer, or an individual looking to gain control, our expert services are designed to help you every step of the way.
TRACK
Let us organize your income and expenses with our coding consistency and support. Gain real insights into where your money is going.
BALANCE
Achieve financial equilibrium with our meticulous bookkeeping, reconciliation, and reporting services. Ensure accuracy and compliance, giving you peace of mind.
GROW
Develop strategies for financial expansion. We help you identify opportunities, optimize cash flow, and build a strong foundation for future prosperity.
Our Story & Commitment
Partnership Built on Trust and Professional Excellence
Who We Are: Dedicated Financial Managers
At Newman Bookkeeping, we are more than just a service provider; we are your dedicated financial partner. Our company was founded on the principle that exceptional bookkeeping requires both technical expertise and unwavering ethical conduct.
We understand that managing your finances is critical to your success, and our mission is to deliver professional, reliable, and precise support. We free you from the complexities of financial tracking and account balancing, allowing you to focus completely on achieving your business goals.
We are dedicated to providing our clients with the highest quality bookkeeping services while building long-term relationships, so we can get to know their businesses inside and out and provide them with the best possible support.
Our Commitment: Interity, Transparency, and Accountability in every transaction.
Our vision is to empower every client with absolute financial clarity and confidence. We aim to transform your raw data into strategic insight, ensuring you have a solid foundation for sustainable growth.
We are dedicated to fostering:
Operational Clarity: You will always have a clear, real-time understanding of your financial position.
Ethical Practices: Our work adheres to the highest professional standards and ethical guidelines.
Strategic Growth: Helping you optimize cash flow and plan effectively for future expansion.
Our Vision: Clarity, Confidence, and Sustainable Growth.
Meet the Founder
Welcome! I'm Wendy Newman, the founder of Newman Bookkeeping, and I've dedicated my career to ensuring businesses like yours not only stay organized but truly thrive.
With over 20 years in financial management, I established Newman Bookkeeping to fill a crucial need: reliable, detail-oriented bookkeeping that goes beyond simple data entry to become a powerful driver of business growth. My passion for organization started early—I can trace it back to meticulously documenting my babysitting money as a child! I quickly realized that understanding and managing finances is the key to achieving any goal.
My formal foundation includes a Technical Diploma in Accounting and an Associate's Degree. I gained valuable, real-world experience starting with my first bookkeeping role at a small town newspaper, serving as bookkeeper for a few small businesses along the way and now by serving as a Financial Administrator/Bookkeeper for both a Large non-profit religious organization and a local church. This diverse experience has given me a deep understanding of complex financial environments and the specialized needs of different organizations.
At Newman Bookkeeping, my mission is simple: to help business owners transition their focus from administrative hassle to business strategy by providing the financial clarity and peace of mind needed to concentrate on what they do best—running and growing their business.
Let's work together to make your financial documentation work for you.
Services
What Services We Offer
Accounts Payable/Receivable
Maintain healthy cash flow. We manage invoicing, collection reports, and bill payments, keeping your transactions organized and timely.
Financial Reporting
Get clear insights, not just numbers. We provide monthly reports (Profit & Loss, Balance Sheet) you can actually understand and use for strategic decisions.
Monthly Reconciliations
Ensure every dollar is accounted for. We meticulously reconcile your bank and credit card statements to guarantee accuracy.
Payroll Services (Optional)
Simplify employee compensation. We handle payroll processing, tax filings, and compliance with ease.
Year-End Prep
Make tax season painless. We organize and prepare all necessary financial documentation for your CPA to perform effective tax planning and ensuring all legal deductions and credits are utilized for a smooth and efficient filing process.
Bookkeeping is the foundation of an organization's financial system, providing the accurate data that financial managers then use as a tool for sound, forward-looking decision-making and long-term strategy.
Testimonials
We Are Trusted Over 16+ Countries Worldwide
I was so overwhelmed with my bookkeeping that I was falling behind on my taxes and other financial obligations.He was able to get my books in order quickly and efficiently.
JANE DOE
I am so grateful for [bookkeeper's name]'s bookkeeping services. She has taken all of the stress out of managing my finances and I can now focus on running my business.
JANE DOE
FAQS
What is the difference between bookkeeping and accounting?
Bookkeeping is the process of recording financial transactions and preparing financial reports. Accounting is a broader term that encompasses bookkeeping, as well as other tasks such as financial analysis, tax planning, and auditing.
Do I need a bookkeeper or an Accountant (CPA)?
You need both! A bookkeeper manages the day-to-day transaction recording, clean up, and monthly reporting. An Accountant/CPA takes those clean reports at year-end to file your taxes and offer complex tax strategy advice. We ensure your books are perfectly clean for your CPA
What kind of businesses do you work with?
We work with a few different types of businesses, including religious organizations, service-based business, and online businesses. Our knowledge and experience does translate across business types and we are always looking to grow our business base.
I haven't updated my books in a while, can you help?
Absolutely. This is called "Catch-Up" bookkeeping. We will review your historical data and create a project plan and separate quote to get your books cleaned up and current before starting the regular monthly service.
How do you access my financial information securely?
We use secure, industry-leading cloud accounting software (QuickBooks Online). We only require read-only access to your bank and credit card accounts, meaning we can see the transactions but can never move or transfer money. Your security is our top priority.
What is included in your flat-rate monthly fee?
Our rates are dependent on what services you need us to provide. We ensure there are no surprise hourly billing charges.
I'm interested in Partnering with you, what do I do next?
We start with a free, no-obligation consultation to understand your business goals, current pain points, and transaction volume.
Importance of a Bookkeeper
Accurate Financial Clarity and Decision Making
A bookkeeper meticulously records and organizes every transaction. This produces accurate financial reports that are the "scorecard" of the business.
Informed Strategy: You can't manage what you don't measure.
Accurate reports (like the P&L and Balance Sheet) tell the owner which products or services are profitable, where costs are too high, and when it's safe to invest or hire.
Cash Flow Management: The bookkeeper tracks Accounts Receivable (money owed to you) and Accounts Payable (bills you owe). They ensure you know exactly how much cash you have on hand, preventing unexpected shortfalls that can cripple a small business.
Tax Compliance and Stress Reduction
Tax time is the biggest headache for most small business owners, but a bookkeeper handles the heavy lifting year-round.
Audit-Ready Records: They ensure every expense is properly categorized and documented, so if the IRS or other tax authority comes calling, all necessary records are clean, organized, and immediately available.
Maximizing Deductions: By classifying transactions correctly, they help ensure the business doesn't miss out on legitimate tax deductions, which can save a significant amount of money.
Smooth CPA Hand-off: They prepare and clean the books for the CPA (Accountant), saving the business owner money on high-cost CPA hours that would otherwise be spent doing basic cleanup.
Time Savings and Focus
A small business owner's time is best spent on high-value activities: sales, product development, and customer service.
Freeing Up the Owner: Bookkeeping often takes 5-10 hours per week. Outsourcing this task allows the owner to reclaim that time and focus entirely on the core business functions that generate revenue and growth.
Expertise: A professional bookkeeper is faster and more accurate than a busy owner trying to juggle data entry and running the company.
Growth Readiness and Financing
As a business grows, its financial needs become more complex.
Securing Funding: Banks, lenders, and investors require clean, professional financial statements before they will approve loans or provide investment capital. A bookkeeper ensures your business looks credible and financially stable.
Budgeting and Forecasting: By analyzing past performance (provided by the bookkeeper's records), the owner can create realistic budgets and financial forecasts to plan for expansion, hiring, and capital expenditures.
In short, a bookkeeper transforms the business's finances from a source of stress and guesswork into a powerful tool for strategic growth.
Essential Preparation Steps
for your consultation.
Current Financial Situation
You need to clearly articulate where you are now, so the bookkeeper knows what they'll be walking into.
Software used: Know exactly what accounting software (Quickbooks Desktop/Online, Xero, Wave) you are using, or if you use spreadsheets or nothing at all.
Monthly Transactions: Estimate your average monthly volume of transactions (invoices, receipts, bank deposits, etc.). This helps the bookkeeper determine the scope of work and appropriate pricing.
Key Accounts: Identify the number of bank accounts, credit cards, and loan accounts the business uses.
Pain Points & Goals
Be specific about what you hope to achieve by hiring a bookkeeper.
Current Challenges: What is causing you the most financial stress? Examples include:
I'm always late paying my bills
I spend 10 hours a week on receipts
I love what I do, but have no time or hate bookkeeping
Desired Outcomes: What do you want the bookkeeper to deliver? Examples include:
Accurate monthly financial reports delivered by the 10th of the month.
Someone to manage payroll and sales tax filings.
A system to clean up past months/years of messy books (a "catch -up" project.)
Gather Key Financial Documents (Optional, but Helpful)
While you don't have to hand these over immediately, having them ready allows for a more substantive conversation.
Recent Statements: Have a copy of the last three months of bank and credit card statements readily available.
Last Tax Return (or Draft): A copy of your most recent business tax return gives the bookkeeper a quick overview of your business structure and complexity.
Business Structure: Know your official business entity type (e.g., Sole Proprietorship, LLC, S-Corp, C-Corp).
Ready to get started?
