Services

At Northstar Bookkeeping by Cassidy, I provide tailored bookkeeping solutions designed to take the stress out of managing your business finances. My Basic Bookkeeping Membership covers everything from income and expense tracking, invoicing, bill pay, payroll management, reconciliations, and financial reporting, to QuickBooks setup and tax-ready records—all for one flat monthly rate. For businesses needing extra support, I also offer project-based financial services, including QuickBooks Setup & Cleanup to get your system organized and running smoothly, as well as Financial Audits & Advisory to ensure accuracy and provide clear insights for growth. Whether you need ongoing support or one-time assistance, my goal is to give you clarity, confidence, and peace of mind in your numbers so you can focus on what you do best—running your business.

Basic Bookkeeping Membership

Northstar Bookkeeping by Cassidy offers a Basic Bookkeeping Membership designed to give small business owners peace of mind and confidence in their finances. For a flat monthly rate of $500, this all-inclusive package covers every essential bookkeeping need—from income and expense tracking to invoicing, accounts payable and receivable, payroll management, and reconciliations. You’ll also receive professional financial reporting, QuickBooks setup and clean-up, and tax-ready records to make filing season stress-free. Every service is tailored to your unique business, ensuring you always have accurate, customized bookkeeping support to help you stay organized and focused on growth.

QuickBooks Setup & Cleanup Service

Running your business is hard enough — your books shouldn’t add extra stress. That’s where I come in!

At Northstar Bookkeeping By Cassidy, I offer a QuickBooks Setup & Cleanup Service designed to get your accounting system running smoothly, whether you’re brand new to QuickBooks or just need a fresh start.

Setup Service
Our QuickBooks Setup Service is perfect for business owners who want to start off on the right foot. We’ll create your QuickBooks account from scratch and customize your chart of accounts to fit the unique needs of your business. From there, we’ll connect your bank accounts, credit cards, and payment processors for seamless tracking. We’ll also set up your vendors, customers, and products/services so everything is organized from the start. To make sure you feel confident, we provide training and guidance so you can use QuickBooks with ease.

Cleanup Service
If your QuickBooks file feels messy or overwhelming, our Cleanup Service is here to help. We’ll thoroughly review your existing account to identify errors, duplicates, and miscategorized transactions. Past months or even years of bank and credit card statements will be reconciled to ensure accuracy. Once your books are organized, you’ll have accurate financials that are ready for tax season. To wrap it all up, we’ll provide clear, easy-to-read financial reports so you can understand your business’s numbers with confidence.

✅ After this service, you’ll have an organized QuickBooks system you can trust — with accurate numbers that help you make better business decisions.

Financial Audits & Advisory

At Northstar Bookkeeping By Cassidy, I go beyond the numbers to help your business thrive. With my Financial Audits & Advisory Service, I review and analyze your existing financial reports to ensure accuracy and provide actionable insights you can use to grow with confidence.

Financial Audits (Internal Review)
I provide detailed internal reviews of your current books to ensure accuracy and completeness. During this process, I identify errors, inconsistencies, or areas of concern that could affect your financial reporting. My goal is to make sure your records are fully tax-ready and compliant, giving you peace of mind and confidence that your books are in order.

Advisory & Insights
In addition to audits, I offer personalized advisory services to help you strengthen your financial management. This includes clear recommendations for maintaining clean, organized records and strategies for optimizing costs and improving cash flow. I also deliver easy-to-understand financial reports that support smarter, data-driven decisions. All advice is tailored specifically to the needs of small businesses, so you can stay focused on growth with clarity around your finances.

✅ The result: a clearer picture of your business’s financial health and practical steps you can take to strengthen your bottom line.

FAQS

What is the difference between bookkeeping and accounting?

Bookkeeping is the process of recording financial transactions and preparing financial reports. Accounting is a broader term that encompasses bookkeeping, as well as other tasks such as financial analysis, tax planning, and auditing.

What kind of businesses do you work with?

We work with a variety of small businesses, including restaurants, retail stores, professional services firms, and online businesses.

What are your qualifications and experience?

All of our bookkeepers are qualified and experienced professionals. They have the necessary training and experience to provide accurate and reliable bookkeeping services.

Email: [email protected]

Phone : 207-396-0866

Created by Caitlynn & Co Collective