Accurate Books. Strategic Clarity. Real Support.
At Checking the Books, we free you to do more of what you enjoy by delivering clean, accurate financials and owner‑ready insights. As certified QuickBooks ProAdvisors and experienced Zoho consultants, we specialize in QuickBooks cleanup, monthly bookkeeping services, and small business financial reporting that helps you scale with confidence and peace of mind.
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We keep the books so you can keep building your business — with reliable support, long‑term partnership, and a commitment to clarity
We keep the books, finance mavens, certified QuickBooks ProAdvisors, partnered with Zoho, obsessed with clean numbers.
Bookkeeping Services
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QuickBooks bookkeeping and data entry for all financial transactions
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Bank, credit card, and loan reconciliation
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Customer invoicing, receivables tracking, and collections
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Accounting for capital purchases and improvements
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Customized financial reports tailored to your business
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Annual preparation of vendor 1099 forms
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Year ‑end financials prepared for your CPA or tax professional
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New company setup in QuickBooks Online or Zoho Books
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QuickBooks reorganization and cleanup
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Catch‑up bookkeeping to bring prior months up to date
Advisory & Financial Strategy
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Cashflow planning and forecasting
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Budgeting support for growth and stability
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Custom dashboards and KPI tracking
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Operational reviews to streamline workflows
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Consulting and training for businesses using QuickBooks or Zoho alongside monthly bookkeeping
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Custom financial strategy for owners who want clarity and direction
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Zoho One implementation — get your business running smoothly with orchestrated apps that work seamlessly together
Strategic Partnerships
Certified, partnered, and trusted across the tools your business already runs on
Kind Words from Our Partners
"Lynn's greatest value lies in her ability to helicopter from the tiniest detail to the big picture with ease. She taught me how to navigate a highly customized invoicing system, and helped us to simplify all of our business processes. Lynn truly cares."
"As a bookkeeper, Kelly is exceptional. Kelly is also a wonderful teammate. She is always kind, patient, and responsive, and she consistently goes out of her way to be supportive. She truly cares about her work, her clients, and her colleagues."
"Lynn is a great resource. She is very experienced, knowledgeable and a perfect addition to our team. Her ability to recommend new processes and procedures is always welcome. She continues to add value at every turn."
"Kelly is exceptionally responsible, accountable, and detail-oriented. She consistently demonstrates a strong work ethic and an ability to manage complex tasks with precision and efficiency. Beyond her technical skills, Kelly is incredibly kind, approachable, and professional in all her interactions, making her a valued teammate and collaborator."