“You run your business.
I’ll run the books.”
Keeping your books accurate and up to date takes time you don't have. I provide personalized, professional bookkeeping services for small businesses so you always know where your business stands financially.
How I Can Help Your Business:
Your bank and credit card statements are reconciled regularly to keep your records accurate, catch discrepancies early, and give you a reliable foundation for the rest of your books.
Never miss a payment or lose track of what you owe. I manage your vendor bills and payment schedules so your relationships stay in good standing and your cash flow stays predictable.
If you pay independent contractors, staying compliant with IRS filing requirements is not optional. I handle the preparation and submission of your 1099s accurately and on time so you avoid penalties.
Ensure a seamless tax season with clean, audit-ready financials. I work directly with your CPA throughout the year to keep your books compliant and organized. By providing exactly what they need, I help make filing stress-free and save you valuable time.
Starting with a properly configured accounting system saves you time and headaches down the road. I set up your QuickBooks account to match your business structure so your books are accurate from day one.
Good bookkeeping is the foundation of good planning. I work with you to understand your numbers and help you set realistic goals, manage cash flow, and prepare your business for whatever comes next.
Staying on top of what your clients owe you is critical to keeping your cash flow healthy. I track outstanding invoices, follow up on late payments, and make sure money owed to you gets recorded and collected.
If your records have fallen behind or gotten disorganized, I can help. I sort through the backlog, correct errors, and get your books accurate and current so you can move forward with confidence.
Nonprofits are required to file a Form 990 annually to maintain their tax-exempt status. I prepare and file your 990 accurately and on time, keeping your organization compliant and transparent with the IRS.
Frequently Asked Questions
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I provide bank and credit card reconciliation, accounts receivable and payable management, QuickBooks setup, book cleanup, 1099 filings, and financial planning.
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QuickBooks is a great tool, but it still requires someone to manage it accurately. I can set it up correctly from the start, keep it up to date, and make sure your records actually reflect what's happening in your business.
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Yes. Book cleanup is one of my specialties. Whether you have months or years of disorganized records, I can sort through them and get everything accurate and current.
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We start with a conversation about your business and what you need. From there I put together a plan, get access to your accounts, and handle everything on an ongoing basis so you always have clean, current books.
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Pricing depends on the size of your business and the services you need. Reach out for a free consultation and I'll put together a quote based on your specific situation.
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Absolutely. I treat your financial data with strict confidentiality and use secure tools and practices to keep your information protected at every step.
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Yes, that is my focus. Small business owners have enough on their plate, and having a dedicated bookkeeper means you can stay focused on running your business while I handle the numbers.
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If you pay independent contractors $600 or more in a year, you are generally required to file 1099s with the IRS. I handle the preparation and filing so you stay compliant without the hassle.
What My Customers Say
“We've been working with Bret Ulibarri since the 2024 fiscal year, and the impact on our business has been tremendous. He took the time to clean up and organize our books, giving us accurate financial records that we can actually rely on.
“One of the biggest benefits has been the ability to track the profitability of each individual project. Instead of guessing where we stand financially, we now have clear, organized data that allows us to make informed decisions with confidence. That insight has been invaluable as we've grown our business and planned for the future.
“Tax season has also become far less stressful. Knowing that everything is organized correctly gives us real peace of mind and lets us focus on serving our customers instead of worrying about our books.
“More than anything, he has made the financial side of our business understandable and accessible. Having accurate, up-to-date financial information has helped us make strategic decisions that will have a lasting impact on the future of our company.
“I highly recommend his bookkeeping services to any business owner who wants greater clarity, confidence, and control over their finances.”
Smith Brothers Carpentry
Hi, I'm Bret. You built your business with your hands and your hustle — the last thing you need is losing sleep over your books. Whether you need someone to jump in and help where it counts or want to hand off bookkeeping completely, I work the way that fits your business. Clean books, no headaches, and the financial clarity to keep you moving forward.
Contact Me
Looking for reliable bookkeeping support? Share a few details about your business and I'll be in touch to discuss how I can help you stay organized, accurate, and stress-free.