Squeeze clarity out of your finances.

We’re here to be a true partner in your business — helping you get organized, stay organized, and feel confident in your numbers. From clear reporting to an easier tax season, we’re dedicated to supporting you and watching your business grow.

Services

  • We’ll take care of your monthly profit and loss statements, balance sheets, cash flow reports, and custom reports, including simple budget-vs-actual tracking, so you always know where your business stands.

  • We’ll connect your bank and credit card accounts, organize and categorize every transaction, and keep everything reconciled each month so your books stay clean and easy to understand, no matter how many accounts you have.

  • We’ll carefully categorize and clean up your transactions so your reports are accurate and truly reflect your business, and as we learn how you spend and operate, keeping everything organized becomes second nature for us.

  • We’ll set up and fine-tune your chart of accounts so it’s clean, accurate, and tailored to the way your business actually operates, giving you clearer reports and a stronger foundation from the start.

  • Catch up work is very common for busy business owners. Things happen, and people get busy. Bookkeeping is not a task that you want to do when you are starting and running your business. Oddly, we enjoy the cleanup and we will help you not only get the backup transactions inputted, but we will work with a CPA to get your past taxes filed.

  • We’ll keep your general ledger organized by accurately tracking your monthly spending, assets, and liabilities, so everything stays clean, clear, and easy to understand.

  • One of the main purposes of bookkeeping is to have clean and precise reports to give to your CPA at the end of the year. We will send you monthly reports of your profit and loss, and your balance sheet. This will be our communication and get your input on how things are looking to you. We will get you involved so you have an understanding of the reporting and how to read them too.

“We planted Lemon Tree with love, so your business can grow with confidence.”

- Susan Morris, Owner

“With over 25 years of bookkeeping experience, I started Lemon Tree Bookkeeping with one simple goal, to truly support small business owners. I built this company to help businesses stay organized, understand their numbers, and feel confident in their financial decisions. I care deeply about every client I work with and take pride in building long term partnerships based on trust, consistency, and clear communication. At Lemon Tree Bookkeeping, I work alongside you as a true business partner and genuinely care about helping your business grow”.

Let’s Work Together!