NEVER WORRY ABOUT YOUR
BOOKKEEPING AGAIN

We’re a friendly team of bookkeepers who do your monthly
small business bookkeeping in QuickBooks.

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Sabrina Orchid, Brushed by Sabrina

An actual Merritt Bookkeeping client

Happiness Guaranteed

If in 3 MONTHS you’re not fully satisfied with your bookkeeping experience, we’ll give you everything back.

How it works

1) Connect your accounts

It’s quick, easy, and safe! Set it up once and forget about it. We’ll gather your bank and credit card statements so we have the information we need to do your bookkeeping each month.

2) We'll do the bookkeeping

From those accounts you provided to us, we code all of your transactions (using our best judgement) as income, expenses, assets, liabilities, or equity into your QuickBooks file.

3) We'll send you everything

Once the bookkeeping is complete, we’ll send you a digital package with your updated financial reports, your QB file, organized bank statements, and a simple feedback process to learn your business. That’s it, easy as 1, 2, 3.

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Unparalleled Customer Support

Have questions? We’re happy to help!

Pricing

Any business, any size!

$150

/ MONTH

Backlog discounts may apply.

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Why we’re better than you doing the bookkeeping…

because you dont' have the to do the bookkeeping yourself.

Time

Between answering emails, managing clients, and growing your business, there’s barely enough time for family and friends. Where does opening QuickBooks and doing bookkeeping fit in?

Skill

Do you really know how to properly prepare your financial statements? Bookkeeping is a technical and tedious skill. You sure that’s Cost Of Goods Sold and not Inventory? A misplaced transaction could cost you thousands come tax season.

Desire

Okay fine, we get it. So you may have the time to open QuickBooks, and you might know how code transactions properly, but do you really want to? There’s never been a better use of money.

Why we’re better than…

We use QuickBooks, the industry standard software. Most other companies use their own custom built software that doesn’t sync with other softwares, so if you want to leave, your data is not transferable.

We can review your existing QuickBooks file, if you have one, at a discounted rate, so you don’t have to pay full price to re-create existing work. We want to make sure any existing data in your file is accurate and consistent moving forward. Most others won’t do this.

We have a better user interface, because we don’t require you to use QuickBooks, or any other complicated bookkeeping software. The interface we built allows you to easily see your reports and make any necessary changes. Many others don’t have this, so they require you to buy, learn and use QuickBooks or some other confusing financial software if you want to view your data and make changes.

We issue your 1099s at year end, many others don’t provide this service, which puts the burden on you to get it done.

We require less work from you. Because we are automatically connected to your bank accounts, and we’ve streamlined the monthly process, we don’t need you to send us anything monthly. Most others will require you to send statements, receipts, etc every month.

We provide a guarantee. If you aren’t thrilled, we will refund 100% of your money within the first 3 months. Most others don’t provide any risk protection, let alone being confident enough in their service to offer to pay you if you aren’t happy.

We don’t bill hourly, we have one low, fixed monthly fee regardless of company size. It’s a clear and predictable billing structure, that doesn’t leave you wondering why you are being billed for different hourly amounts each month. After all, how do you know how much time was really spent on your account?

You don’t have to worry about us disappearing. We are a bookkeeping company, not an individual bookkeeper who might take another job, switch careers, or even retire.

We have a public track record on sites like Yelp and the Better Business Bureau, so you can research us and see that we do a great job, whereas others might not have any public reviews, leaving you wondering if they are truly qualified. Anyone can say they do bookkeeping without really knowing the ins and outs of financial accounting.

We work remotely with businesses all over the nation. So if you move, your bookkeeping doesn’t skip a beat. Many individual bookkeepers require that you are located near them, and make time and room for them in your office.

We have a better user interface, because we don’t require you to use QuickBooks, or any other complicated bookkeeping software. The interface we built allows you to easily see your reports and make any necessary changes. Many others don’t have this, so they require you to buy, learn and use QuickBooks or some other confusing financial software if you want to view your data and make changes.

We provide a guarantee. If you aren’t thrilled, we will refund 100% of your money within the first 3 months. Most others don’t provide any risk protection, let alone being confident enough in their service to offer to pay you if you aren’t happy.

We are likely more affordable than paying your CPA to do the books, as they have to charge higher rates because of their over-qualification.

We have a better user interface, because we don’t require you to use QuickBooks, or any other complicated bookkeeping software. The interface we built allows you to easily see your reports and make any necessary changes. Many others don’t have this, so they require you to buy, learn and use QuickBooks or some other confusing financial software if you want to view your data and make changes.

We provide a guarantee. If you aren’t thrilled, we will refund 100% of your money within the first 3 months. Most others don’t provide any risk protection, let alone being confident enough in their service to offer to pay you if you aren’t happy.

We don’t bill hourly, we have one low, fixed monthly fee regardless of company size. It’s a clear and predictable billing structure, that doesn’t leave you wondering why you are being billed for different hourly amounts each month. After all, how do you know how much time was really spent on your account?

Bookkeeping is required, it’s not optional. You are required by law to keep a set of bookkeeping records. So you are going to have to get it done sooner or later.

We can save you money above and beyond the cost of our service. We will record your write offs, which will allow you to save money on taxes. And our reports provide a monthly breakdown of where your money is being spent, allowing you to spot trends and places where too much money is being wasted. Paying for our service can be a positive investment!

A few of our happy clients

“Now that I’m using Merritt Bookkeeping, my reports come monthly and automated. I’m a small business owner who never has to worry about his bookkeeping again.“
– Taylor Drye, Owner of Mad Monk Tea

Eirik Nordgaaurd
Natural Log Skateboards

“I’ve run several small business over the years, and the biggest challenge I’ve had is keeping my financials straight. At tax time I end up spending weeks trying to make sense of everything I’d kept during the year. It was a nightmare, and I’m not doing it anymore. Hiring Merritt Bookkeeping and letting go of this part of my business and trusting others is hard, but it was one of the best decisions I made all year.”

Lucas Hausler
East Wind Herbs & Acupuncture

“I did my own bookkeeping for the first 3 years of running my shop. I thought I was saving money by doing it all myself. But now, after working with Merritt Bookkeeping for the past 6 months, I see how much unnecessary anxiety and mental torture I put myself through. Merritt is always there to explain what I don’t quite understand. I highly recommend using Merritt Bookkeeping.”

Erin Hartnett
Elementality Wellness

“Merritt Bookkeeping has been a lifesaver! Seriously. I’m in the middle of growing a successful private medical practice, conducting Clinical Trials, finishing my Doctorate program and writing my Doctorate thesis. Needless to say, I’m busy. Merritt Bookkeeping has taken the little things off my plate that I stress about most. They are friendly, helpful, patient and professional. I highly recommend Merritt Bookkeeping!”

AS FEATURED IN

5 Stress Relievers for the Small Business Owner

6 Ways That Entrepreneurs Accidentally Burn Money

Chief Financial Officer of the Year 2015

About us

Our Story

Merritt Bookkeeping was founded in 2009. Jordan Merritt was working as an accountant when his mom asked him for help with the bookkeeping for her small business. In helping her out he realized that most small business owners are going to be completely lost when it comes to doing their own bookkeeping. And they are not going to have the budget to hire someone full time.

That’s when he decided to leave his job and focus on building a bookkeeping company that would offer an easy, affordable, and professional remote bookkeeping service to small businesses nationwide. Our current headquarters is San Diego, CA, although we work with small businesses all over the nation.

Our leadership

Jordan Merritt, Owner & CEO

Jordan is a Certified QuickBooks ProAdvisor, and a magna cum laude graduate from Tulane University’s A.B. Freeman School of Business. He greatly enjoys working with and helping other business owners. In his spare time he is cooking, reading, and hanging out with his cats, Hobbes & Gizmo.

Perry Paolini, Owner & COO

Perry graduated from the Martin V. Smith School of Business with a degree in Finance. He started his career building complex operational and financial software programs in the Commercial Real Estate industry. He enjoys yoga, mountain biking, and traveling!

Lindsay Hawley, Bookkeeping Manager

Lindsay is a born leader. In addition to many years of management experience she has worked as Staff Accountant. Her understanding accounting and bookkeeping principles is impressive! If she’s not in the office she’s out traveling, going on adventures, and loves beach days.