At Old Town Bookkeeping, we understand that as a business owner, you want to focus on what you love and grow your business, not get bogged down in the details of bookkeeping.
Our mission is simple: to bring light and clarity to your finances, turning complex numbers into actionable insights that empower you to make confident, informed decisions.
Our approach is personal and customized because no two businesses are the same. We take the time to understand your goals, tailoring our services to help you achieve them with accuracy and efficiency.
I’m Becky, a QuickBooks Online ProAdvisor and founder of Old Town Bookkeeping. I live in Montana with my husband of 20 years and our four beautiful daughters. Together, we cherish everything Montana offers – from exploring the great outdoors to working on our small farm.
Starting this business allows me to combine my love for numbers and bookkeeping with a genuine desire to help others thrive in their ventures. I specialize in tailored bookkeeping services designed to meet your unique needs, so you can stop stressing over the numbers and trust they’re being handled with accuracy and care.
Working remotely lets me connect with clients across Montana and around the country, bringing them clarity, peace of mind, and, most importantly, more time to focus on what they love.
QBO Advanced Certified and we can get your subscription at discounted prices and train you on the program, or if you are only looking for special pricing on Intuit Products and/or services, copy and paste my link:
https://completebusinessgroup.com/old-town-bookkeeping-llc/
Many of our team members are CPAs, legal professionals and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly.
Due to the flexible natural of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We are able to offer 50% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start.
Nope! No contract is required. However, there are no partial month refunds.
Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will be available for download from the membership site.