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Brand Promise
Beachy Keen Bookkeeping helps laid-back business owners stay financially grounded while enjoying the freedom of entrepreneurship. We handle your books with clarity, care, and just the right amount of chill—so you can ride the wave of success.
Our promise combines three essential elements:
Financial Clarity
Transparent, understandable financial management
Genuine Care
Personalized attention to your unique business needs
Balanced Approach
Professional expertise delivered with a relaxed attitude
🔶Basic Bookkeeping Services
Ideal for freelancers and solo entrepreneurs
Categorization of up to 100 transactions per month
Monthly Profit & Loss and Balance Sheet reports
Initial Chart of Accounts setup
Email support (24–48 hour response time)
Secure document storage (up to 1GB)
Integration with one accounting platform (prefer online QuickBooks)
🔶Advanced Bookkeeping Services
Designed for growing businesses needing more financial control
Includes everything in Basic, plus:
Categorization of up to 300 transactions per month
Monthly reconciliation (up to 3 bank/credit accounts)
Quarterly financial reviews
Invoicing support (up to 50 invoices per month)
Access to a dedicated bookkeeper with monthly check-ins
Priority email and live chat support
Increased document storage (up to 5GB)
🔶 Full-Service Bookkeeping
Comprehensive solution for established businesses
Includes everything in Advanced, plus:
Unlimited transaction categorization
Reconciliation for up to 6 bank/credit accounts
Payroll journal entries (up to 10 employees)
Cash flow forecasting and budgeting
Year-end tax-ready financial package
Direct CPA coordination during tax season
Enhanced document storage (up to 15GB)
Phone and priority support
Financial clarity with just the right amount of chill.
Ready to Ride the Wave?
Beachy Keen Bookkeeping delivers:
Professional financial management without the corporate stuffiness
Clear, approachable communication about your business finances
A bookkeeping partner who grows with you and celebrates your success
The freedom to focus on what you love while knowing your finances are in order
Financial clarity with just the right amount of chill.
Get Started:
Fill out the questionnaire below and receive a custom quote for monthly pricing based on your business' needs.
Owner: Nicole Atwood
Ideal Clients
Creatives
Artists, designers, and creators who need financial clarity without disrupting their creative flow.
Small Business Owners
Independent entrepreneurs who want their finances handled professionally while maintaining their unique business culture.
Lifestyle Brands
Businesses that embody a specific lifestyle and need financial services that understand their unique positioning.
Laid-back Entrepreneurs
Visionaries who want to focus on growth while knowing their financial foundation is rock solid.
We serve those who want their finances handled like a pro without the stuffy corporate experience.
Mission
Our mission is to meet the needs of businesses by providing honest, reliable bookkeeping services. Through genuine, trusting relationships with our clients, we offer the financial support they need to grow with confidence and clarity.
Vision
Client-Centered Growth
To grow alongside our clients, evolving our services to support their changing needs as they scale and expand.
Sustainable Business Model
To develop into a sustainable, scalable company that maintains our signature blend of expertise and approachability.
Empowering Participation
To create opportunities for others to take part in our growth, building a community of like-minded financial professionals.
We envision a future where financial expertise is delivered with authenticity and warmth, transforming how entrepreneurs experience bookkeeping services.
Brand Personality
Warm & Friendly
Approachable and genuine, creating comfortable client relationships where financial discussions feel natural, not intimidating.
Relaxed but Capable
Our laid-back demeanor never compromises our professional expertise—we simply make financial management feel less stressful.
Conversational & Upbeat
We communicate clearly without corporate jargon, keeping financial discussions positive and solutions-focused.
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