LM Bookkeeping Logo

CALL

(916) 610-1530

EMAIL

[email protected]

LOCATION

Roseville, CA

LM Bookkeeping Logo

(916) 610-1530

[email protected]

Roseville, CA

LET'S CONNECT

Personal Bookkeeping for Your Unique Needs

Custom Solutions to Streamline Your Finances and Maximize Your Time

Bill Paying

Income Tracking

Financial Clarity

Tax-time Support

Personal Bookkeeping Solutions

Managing financial responsibilities can be challenging at every stage of life. Are your bills going unpaid or mistakenly double-paid?  Is mail piling up? Are you missing tax deadlines? Imagine having more time for your passions instead of being bogged down by paperwork and payments.

Whether you’re managing a bustling household, navigating a demanding career, running your own business, owning rental properties, or seeking extra support as a senior, I offer personal bookkeeping services that effectively reduce the stress of financial management. 

Every client is unique, and my services are entirely customizable to meet your specific requirements.

older couple paying bills
travelling businessman

Even when you're away

As your dedicated bookkeeping professional, I ensure that bills are paid on time, income is tracked accurately, and your financial records are meticulously organized. While I do not provide tax, investment, or financial advice, I collaborate closely with trusted professionals in those areas. Additionally, I can serve as your advocate and liaison with accountants, attorneys, banks, financial advisors, or insurance agents, ensuring your financial life runs seamlessly.

  • Ongoing Personal Bookkeeping
  • Budgeting and Forecasting
  • Tax Preparation Support
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Who Can Benefit from Professional Bookkeeping Support?

Busy Families

Managing work, school, and household responsibilities can be a juggling act. I provide personalized support for bill payments, budgeting, and recordkeeping, keeping your financial life organized and stress-free so you can concentrate on what matters most.

Busy Professionals

Accurate financial tracking can be challenging for professionals and executives with demanding careers. My services include timely bill payments, comprehensive expense tracking, and precise account reconciliations, providing clarity in your finances while freeing up your valuable time.

Seniors and Individuals with Disabilities

Daily financial tasks can become more challenging with age or disability. I offer customized support tailored to your needs, including bill payments, household payroll, and tax responsibilities, ensuring independence while expertly managing your finances.

Rental Property Owners

Tracking rental income and expenses is essential for property owners. I diligently record all transactions per property, categorize costs for concise reporting and tax deductions, and prepare year-end reports to keep your rental finances in pristine order.

Active-Duty Military

Maintaining household finances can be a struggle during long deployments. I provide reliable bookkeeping support, including bill payments and budget management, so your finances remain organized and accurate while you serve.

Freelancers and Gig Workers

Juggling multiple income streams and both business and personal expenses can be complex. I expertly track your activity, maintain separate personal and business accounts, schedule quarterly estimated tax payments, and provide regular cash flow reports, ensuring you stay organized and compliant.

Frequent Travelers

Traveling often or managing multiple homes can make financial tasks overwhelming. I efficiently handle your routine payments, monitor accounts, and maintain meticulous records while you’re away, granting you peace of mind and the freedom to focus on your business or leisure activities.

Sports, Arts, and Entertainment Professionals

With irregular incomes and demanding schedules, financial management can be challenging for athletes, artists, and entertainers. I efficiently handle transactions, ensure timely bill payments, organize accounts, and assist with planning so you can devote yourself fully to your career.

Who Can Benefit from Professional Bookkeeping Support?

Busy Families

Managing work, school, and household responsibilities can be a juggling act. I provide personalized support for bill payments, budgeting, and recordkeeping, keeping your financial life organized and stress-free so you can concentrate on what matters most.

Busy Professionals

Accurate financial tracking can be challenging for professionals and executives with demanding careers. My services include timely bill payments, comprehensive expense tracking, and precise account reconciliations, providing clarity in your finances while freeing up your valuable time.

Seniors and Individuals with Disabilities

Daily financial tasks can become more challenging with age or disability. I offer customized support tailored to your needs, including bill payments, household payroll, and tax responsibilities, ensuring independence while expertly managing your finances.

Rental Property Owners

Tracking rental income and expenses is essential for property owners. I diligently record all transactions per property, categorize costs for concise reporting and tax deductions, and prepare year-end reports to keep your rental finances in pristine order.

Active-Duty Military

Maintaining household finances can be a struggle during long deployments. I provide reliable bookkeeping support, including bill payments and budget management, so your finances remain organized and accurate while you serve.

Freelancers and Gig Workers

Juggling multiple income streams and both business and personal expenses can be complex. I expertly track your activity, maintain separate personal and business accounts, schedule quarterly estimated tax payments, and provide regular cash flow reports, ensuring you stay organized and compliant.

Frequent Travelers

Traveling often or managing multiple homes can make financial tasks overwhelming. I efficiently handle your routine payments, monitor accounts, and maintain meticulous records while you’re away, granting you peace of mind and the freedom to focus on your business or leisure activities.

Sports, Arts, and Entertainment Professionals

With irregular incomes and demanding schedules, financial management can be challenging for athletes, artists, and entertainers. I efficiently handle transactions, ensure timely bill payments, organize accounts, and assist with planning so you can devote yourself fully to your career.

Core Services

Timely bill payments are vital. I organize monthly bills and ensure they are paid promptly. Whenever possible, I set up automatic bill payments to eliminate missed deadlines. Bills can be provided to me in a variety of ways for convenience.

I actively monitor your income to confirm funds are received and deposited as expected. I can set up automatic deposits whenever possible and send invoices to clients, customers, or tenants to streamline collections efficiently.

I meticulously record income, expenses, and other financial transactions—such as loan payments—and categorize them according to your needs. Proper bookkeeping means you will receive informative reports, ensuring you are always ready for tax season.

Monthly bank and credit card reconciliations ensure income is received and bills are recorded correctly. Any unrecorded transactions are added to keep the records complete. I also monitor for errors or potential fraud and address issues promptly.

Budgets help keep finances on track while providing safeguards and accountability. I help you establish solid budgets and monitor any spending beyond the plan or decreases in income, helping you stay on course to achieve your financial goals.

Staying informed about account balances is essential for making sound financial decisions. I will alert you when funds are needed, suggest opportunities to move excess funds into income-producing accounts, and identify instances when cash flow does not meet expectations.

I provide monthly or quarterly reports that include account balances, income and expenses, and summaries of cash flow and budgets. These reports also feature personalized notes highlighting areas of concern or suggestions for improving account management.

I prepare the records and reports necessary for tax preparation, including personal deductions, and Schedule C self-employment or rental property income and expense reports. This helps streamline the tax process and may maximize deductions.

FAQ's

Setup typically ranges from $200 to $500, depending on your needs. Proper setup is designed to keep your ongoing monthly costs as low as possible. Monthly fees vary based on the time required to manage your finances, starting at $130 per month. Special projects are billed at $65 per hour.

Documents and bills you receive can be sent through a secure portal, email, text, fax, or regular mail. You can also set up your accounts to have documents and bills sent directly to me, or allow me to log in to access records.

I primarily use Quicken, Quicken Business & Personal, and QuickBooks (online and desktop versions). If you already use a program, I can continue with it or transition to the program best suited to your needs.

No. Financial information can be shared via email, smartphone, a phone conversation, or regular mail. Documents can also be sent to a designated person you authorize.

Yes. If an online version of the accounting software is used, you will have a secure login to view your accounts anytime.

Reports can be emailed, downloaded from a secure portal, or sent by regular mail, according to your preference.

Yes. I carry professional Errors and Omissions (E&O) liability insurance.

All client relationships are strictly confidential. Without your authorization, I do not share, distribute, or exchange client information with third parties.
Client data is kept locked, password-protected, and secure. I regularly review internal processes and technology systems to ensure maximum protection.

Contact me today to schedule a free consultation.

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