BOOKKEEPER FOR YOUR UPBEAT SMALL BUSINESSES
Allow yourself to focus on your productivity and profit.
Setting up strong finance systems sets your business up for success. you need to know your numbers to make a smart business decision.
I help small business owners become more confident, more profitable, and way less stressed with 1:1 ongoing support bookkeeping services.
As a business owner, how do you feel about your books?
Less than desirable results
When you aren't seeing the gain you'd like. It's tempting to just focus on working harder and selling more.
But perhaps the numbers are telling a different story.
Behind
You need your financial data tracked regularly - not just when you have time to stumble through your books.
Strapped for Time
It doesn't make sense to spend hours on bookkeeping. You'd rather spend hours making new sales or
create stronger bonds with your clients.
Little to no confidence in your books
Uniquely-prepared properly books can make your tax season a breeze.
Overwhelmed
You need help with organizing documents and categorizing each and every transaction to maximize your tax deductions and optimize cash flow.
Hello! I’m Leeya,
A corporate Event Planner turned your go-to Bookkeeper for small business owners.
As a small business owner myself, doing it all sounds like such a way to go, but it doesn’t have to be that way.
At Leeya Klein Bookkeeping, you work directly with me. I am all about accuracy, approachable, and dedicated to deliver high-quality work with strong analytical mindset bookkeeping that allows you to do more of what’s meaningful to weight off your shoulders by handling your bookkeeping needs.
Wearing many hats for decades in the service industry makes me eager to help purpose-small businesses (yes, that’s you!) get clear on their numbers, cultivate more time to connect with their ideal clients, and be confident in their profits.
I love planning events (always do!) and bringing events that I planned to live fascinated me. Then, motherhood turned my world upside down - Leeya Klein Bookkeeping LLC was founded intentionally to create freedom and power by numbers.
At Leeya Klein Bookkeeping, we focus on You & Your Business Well Being
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PROFOUND
Let me help you with your bookkeeping! Your numbers will be in order. You will receive concise, cleaned, and CPA-ready financial reports - accurate and up-to-dat transactions every single month. I am also here at your corner with unlimited Voxer 1:1 support.
Keeping your business healthy and thriving!
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PRODUCTIVITY
You can shift your energy to the right place. Be productive, and be balanced for your business and your life!
You can do better in your decision-making. As you will have more clarity of your numbers, you know what your best approach for yor business is, your time & the goals that matter to you.
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PROFIT
Knowing your numbers is powerful! By knowing your profit margins and your goals with your finance system in control - by me, now it’s tome for your profit to blossom.
1:1 ongoing support
Bookkeeping Services Package
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~ delivered by the 15th of each month
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~ Direct access with Leeya for quick questions, notes, or personal support. It’s like having a bookkeeper in your pocket!
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~ to make tax filing a breeze
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~ In addition to direct access to Leeya and monthly emails, we’ll schedule video calls 4x per year to check in on your goals and celebrate wins!
Who We Serve
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Real Estate Investors
We understand the unique challenges of real estate investors—from property management to rental income and tax planning. Our bookkeeping services ensure your financials are organized, tax-ready, and optimized for growth.
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Real Estate Agents
Whether you're managing commissions, client payments, expenses, or tracking multiple transactions, our bookkeeping services help you stay organized, maximize tax deductions, and ensure that your financials are in perfect order for every season of business.
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Don’t see your industry listed?
If you're a service-based business, we likely serve you too. Reach out—we’d love to learn more about your business!
FAQs:
For Small Business Owners, Real Estate Investors & Agents
We specialize in helping small businesses -especially service-based businesses, real estate investors and agents, stay financially organized and tax-ready. Here are a few things you might be curious about. Don’t see your question? Reach out to us — we’d love to talk about your bookkeeping needs.-
We provide monthly bookkeeping, bank and credit card reconciliation, financial reporting, accounts payable/receivable tracking, and year-end prep for tax filing. Our services are designed to keep your books clean, organized, and tax-ready.
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Yes! We specialize in real estate businesses. We understand the unique needs of real estate businesses, including rental income tracking, property-related expenses, commissions, categorizing renovation or capital improvements expenses, and prepare property-specific reports for investors and agents.
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The bookkeeper and CPA work together to ensure that your business’s financial matters are being closely monitored and maintained routinely. Having consistent and clear financial reports helps you make smart money moves year-round, and sets your CPA up to make the most of your tax returns.
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~ After onboarding and your books have been set up. I maintain them monthly or quarterly, depending on what package you choose.
~ After the month or quarter ends, I will retrieve your reports, categorize, and reconcile your transactions. You will receive one email with questions/clarifications where needed. Once those questions are answered, you’ll receive your report with your financial recaps of what the numbers are telling you. You will mostly have your reports by the 15th of the month.
~ The 1:1 video calls will be scheduled quarterly to review your financials, so you can get the most out of working together!
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We request read-only online access to banks, credit cards, PayPal, and your invoicing system (if separate). Almost all of these allow a read-only accountant log-in, and I will help you figure out how to set it up, so your data is secure. This allows me to work efficiently and avoid bothering you for data requests or more information found within these banks/platforms.
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You don’t need to have it already. I’m a Certified Xero Advisor and Quickbooks Online ProAdvisor. Xero and Quickbooks Online are my preferred account softwares. I’ll work closely with you to get an account up and running, as well as customize it to how you like to view your data. We will discuss the most-suited subscription plan for your business. You can choose to either pay for the software directly, or we will add it to our monthly fee as reimbursement.
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We believe that great bookkeeping is a powerful tool for business growth—not just number-crunching. Below are the options to partner with us, based on where you are in your financial journey.
Ongoing Monthly Bookkeeping Services
Your business deserves consistent, reliable financial insight. Our monthly service includes:
Monthly accurate categorization & reconciliation
Monthly financial statements
Ongoing communication & support as they arise
Tax-ready records for your CPA
Investment: Our monthly plans typically range from $350 to $800; based on business complexity. Let’s talk to determine the best fit for your current stage.
Clean-Up & Catch-Up Services
If your books are behind, incomplete, or disorganized, our clean-up and catch-up services will help you get back on track. We’ll review your past records, fix discrepancies, and set you up for smooth, ongoing bookkeeping with confidence.
Review & organize past transactions
Categorization and correction of misclassified entries
Organization of receipts, invoices, and financial documents
Preparation of accurate financial statements
One-time consultation to ensure everything is set up for future success
Investment: One-time investment; based on transaction volume and account complexity. We'll provide a personalized overview after a quick consultation.
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No, we don’t file taxes, but we work closely with your CPA or tax preparer. Our goal is to make tax season stress-free by delivering clean, accurate financial records.
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Yes. We prepare year-end financial reports and assist with 1099 contractor tracking and reporting.
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Getting started with our bookkeeping services is simple. First, we invite you to schedule a free discovery call. During this call, we’ll discuss your business needs, review your financial setup, and recommend a tailored plan that aligns with your goals. From there, we’ll guide you through the setup process, ensuring a seamless transition to professional bookkeeping support. No stress, just clarity!
From me to you …
FREE FINANCIAL PLANNER
You love what you do. but your finance is not in order as you want. If you love paper & pen, starting ahead of your financial plan with my free printable planner can help you start your bookkeeping journey before our call. The right-sized 22-page downloadable pdf planner is waiting for you inside.
