Stress-Free Tax Compliance
Stay Calm with Clean Records
Eliminate bookkeeping anxiety and reclaim your schedule with clear metrics
Disorganized records stall your growth and waste money. I resolve the financial confusion so you can focus on scaling and maximizing profit. You get honest, direct insights built to protect and grow your hard-earned bottom line.
- Reclaim your focus with stress-free monthly bookkeeping
- End the receipt chaos with professional cleanup & catchup
- Gain total clarity with calm, decision-ready reports
Bookkeeping Services
Monthly Bookkeeping Maintenance
Keep your financial foundation solid and skip the tax-season panic with comprehensive monthly transaction tracking and reconciliation.
- Precise bank and credit card reconciliation
- Smart-rule categorization
- Full financial statements delivered monthly
- Direct email support for financial queries
Historical Cleanups & Catch-Up
Turn months of financial backlog into clear, tax-ready records so you can finally move forward with confidence.
- Full rebuild of months or years of records
- Statement import using advanced digital tools
- Individual review of every single transaction
- Certified handoff for your tax accountant
Consulting & QuickBooks Training
Empower your in-house team to handle daily entries correctly with expert setup, training, and strategic oversight.
- Custom QuickBooks workflow optimization
- Personalized team training sessions
- Regular quarterly accuracy reviews
- Scalable support as your business grow
Straightforward Bookkeeping Plans
Essential Monthly Books
Accurate, clean books for small businesses. Pricing is determined by your specific account and transaction volume.
$300+/month
- Monthly bookkeeping based on your volume
- Bank and credit cards reconciled
- Smart rules for automated categorization
- Tax-ready financials delivered on schedule
Monthly Books + AR/AP
Total support including everything in the essential plan, plus light accounts receivable (AR) and payable (AP) tracking and quarterly summaries.
$400+/month
- Everything in Essential Monthly Books
- Light accounts receivable and payable tracking
- Quarterly financial summary and insights
- Email support for money questions
Clarity Plus Advisory
Elite oversight including everything in the standard plan plus custom-tailored reports and a dedicated monthly Loom video walkthrough of your numbers.
$550+/month
- Everything in Monthly Books + AR/AP
- Custom reports tailored to your business
- Monthly Loom video walkthrough of your numbers
- Priority support for strategy questions
Built by a Business Owner Who Gets the Struggle
I founded Susan Martin Bookkeeping because I know exactly how it feels to be drowning in spreadsheets. Having navigated the chaos of small business ownership myself, I built this firm to translate complex numbers into plain language. I focus on the daily data that actually helps you decide, lead, and finally breathe easy.
Why Work With a Fellow Owner Instead
01
I Get the Struggle
I’ve run small businesses myself and know exactly how it feels to be overwhelmed. I provide empathy and real perspective.
02
No Jargon Allowed
I translate complex accounting into plain English. You will finally understand your numbers without a Finance degree.
03
Practical Advice
I offer hand-on tips that actually work for small teams, not just theoretical advice from a massive corporate firm.
04
Direct Guidance
I care about your success so I’ll shoot you straight. No fluff—just the honest truth about your bottom line.
I’d love to get your books sorted
I'm here to lighten your load. Tell me what’s weighing on you—messy receipts or tax dread—and I'll help you find your way.
RECLAIM YOUR TIME • ELIMINATE TAX ANXIETY • DRIVE SMARTER GROWTH • GAIN TOTAL CLARITY