Bookkeeping

Bookkeeping in Windsor, CO.

Clean, current books so you always know where your business stands. I keep your records reconciled and accurate, so you can run your business instead of chasing receipts.

Wendy Fleener reviewing documents with a client during a tax-planning session

Your books, kept clean all year.

Here's what I take off your plate so your numbers are always ready when you need them.

Monthly reconciliation

Bank and credit-card accounts reconciled every month, so your books match reality and nothing slips through the cracks.

Categorized transactions

Income and expenses coded consistently, so your reports actually mean something at tax time and in between.

Financial statements

Profit-and-loss and balance-sheet reports you can read, whenever you want to know where you stand.

Cleanup & catch-up

Behind on the books? I'll get prior months caught up and back on track without judgment.

Tax-ready records

Books kept the way a CPA wants them, so your return preparation is smooth and there are no year-end surprises.

A real person to ask

Questions about a transaction or a report? You call me directly - not a help desk.

Who it's for

Made for busy Northern Colorado owners.

Bookkeeping with me is a good fit if you are:

  • A small-business owner who'd rather not spend evenings in spreadsheets
  • Behind on the books and want a clean slate
  • Tired of not knowing whether you actually made money this month
  • Getting ready for tax season and want records that are already in order
  • Growing and need numbers you can finally trust
Wendy Fleener shaking hands with a client at her Windsor, CO office
The process

How working together works.

Reach out

Call or send a note. We talk through your business and where your books stand today.

Get set up

I review your accounts and set up a simple, secure way to share your records each month.

I keep them clean

Each month I reconcile, categorize, and prepare statements - and flag anything that needs your attention.

You stay in the know

You get clear reports and a CPA who knows your numbers when tax time or a big decision arrives.

Bookkeeping questions people ask.

Do you use QuickBooks? +
Yes. I work in QuickBooks and can keep your books there, or coach you to keep them yourself. Either way they'll be done right.
My books are a mess - can you still help? +
Absolutely. Catch-up and cleanup work is common. We'll get prior months sorted and set you up so it stays clean going forward.
Can you do my taxes too? +
Yes - and it helps. When I keep your books, your return preparation is smoother and there are no year-end surprises.
How do we share documents? +
Securely and simply. You're welcome at the office on County Road 70, but most clients handle everything by secure upload, phone, and email.

Let's get your books in order.

Tell me where things stand and I'll show you exactly how I can help. No pressure, no obligation.