HOW IT WORKS

Easier Review

Although we keep your books in QuickBooks, you don’t have to use QuickBooks. After all, we’re here to make your life easier! Once we finish your bookkeeping, we transfer your QuickBooks data into a simple spreadsheet we’ve developed that guides you step-by-step through reviewing the work we did. No bookkeeping experience needed on your end!

Better Reports

With Merritt Bookkeeping, you don’t have to be a numbers person to understand your numbers.

We call our reports Fundamental Business Insights™ because they paint your entire financial picture through 10 easy-to-understand insight reports. Each report contains an Insight Statement™, a simple sentence that summarizes the report in plain English, helping you to truly grasp the information.

CFO Level Reporting

The first page of your report package brings together all your Insight Statements™ in one place, so you can quickly see how your business is doing. You get a high-level, CFO-style performance recap without hiring a CFO! This one page alone will likely tell you more than you’ve ever known about your business.

Data Visualization

The remaining pages provide the details, using intuitive visuals to convey helpful information such as Profitability, Cash Burn Rate, Margins, Income Forecasting, Historical Analysis, and more!

Standard Reporting

The last pages of the reports are your standard financial statements, so your accountant has what they need at tax time. Boring, but necessary.

Interested in becoming a client?

We keep our client roster small on purpose – so you always get quality service.

If you’d like to know if we have any openings, please provide the following information and we’ll get right back to you.