Professional Bookkeeping Solutions
Your trusted partner for reliable financial services.
Professional Bookkeeping Solutions
Your trusted partner for reliable financial services.
Services
Bookkeeping & Financial Management
Profit Planning & Financial Oversight
Profit Planning & Financial Oversight
This is the foundation of our work. We handle all the day-to-day transaction recording, bank reconciliation, and cleanup tasks. You get accurate, organized, and tax-ready books every month, guaranteed. We eliminate the messy paperwork so you can finally trust your numbers.
Profit Planning & Financial Oversight
Profit Planning & Financial Oversight
Profit Planning & Financial Oversight
We turn data into direction. You'll receive actionable insights and budgeting support that go beyond basic reporting. We help you understand where your money is going, forecast your cash flow, and identify opportunities to boost profitability, guiding you toward your financial goals.
Payroll Services
Profit Planning & Financial Oversight
Hassle-Free 1099 Prep
Stop worrying about compliance and deadlines. We manage your entire payroll process, ensuring your team is paid accurately and on time, every time. We also handle all required tax filings and reporting, so you stay compliant and stress-free.
Hassle-Free 1099 Prep
Tax Strategy & Year-End Prep
Hassle-Free 1099 Prep
The end of the year doesn't have to be a scramble. We proactively track and organize all necessary vendor information throughout the year, delivering accurate and timely 1099 forms without the last-minute panic. Consider your contractor compliance problem solved.
Startup Business Consulting
Tax Strategy & Year-End Prep
Tax Strategy & Year-End Prep
If you're just starting out, getting the financial foundation right is critical. We walk you through the entire setup process, including selecting the best accounting software, establishing your Chart of Accounts, and setting up efficient processes so your books are perfectly clean from day one.
Tax Strategy & Year-End Prep
Tax Strategy & Year-End Prep
Tax Strategy & Year-End Prep
Stop scrambling and stressing as tax deadlines approach. We provide proactive tax planning and documentation throughout the year to ensure your books are perfectly reconciled and flawlessly organized for your Certified Public Accountant (CPA). We work directly with your tax preparer, giving them everything they need, exactly when they nee
Stop scrambling and stressing as tax deadlines approach. We provide proactive tax planning and documentation throughout the year to ensure your books are perfectly reconciled and flawlessly organized for your Certified Public Accountant (CPA). We work directly with your tax preparer, giving them everything they need, exactly when they need it. This eliminates costly rush cleanups and guarantees your final filing will be seamless, on time, and stress-free.
About Us
Our Owner: Monica Chase
Business owners and managers: Are you constantly distracted by the numbers, spending nights and weekends trying to make sense of your books? Do you need to reduce stress, increase profits, and improve the overall performance of your business?
I know that money worries can feel relentless—I’ve been in your shoes, and I still know the journey. With 25 years of experience in accounting and having run my own small business for over 3 years, I've witnessed firsthand how financial stress holds passionate business owners back.
At Chasing Books Pro, our mission is simple: to stop the financial headache and start the growth. I specialize in taking messy, overwhelming accounting systems and making them clear, efficient, and actionable. Whether you need help setting up or cleaning up your books, I will optimize your systems and provide the reports and analysis you need to make critical decisions. I'm ready to put my expertise to work for you.
My passion is to help your business succeed by providing the clarity, expertise, empathy, and hope you deserve. I'll focus on the books so you can focus on what you're passionate about.
Expectations
Trust & Confidentiality
Proactive Communication & Timeliness
Proactive Communication & Timeliness
Unwavering Data Security & Trust: We treat your financial data with the highest level of fiduciary care. Expect secure, encrypted cloud portals for all document sharing (no sensitive data via email), and a binding agreement that guarantees the confidentiality of your proprietary information.
Proactive Communication & Timeliness
Proactive Communication & Timeliness
Proactive Communication & Timeliness
Proactive Monthly Workflow & Deadlines: Your books will be officially closed and reports delivered by the 15th of the following month, guaranteed. We will contact you proactively for missing documentation, eliminating the need for you to "chase" your bookkeeper.
Accuracy and Compliance
Proactive Communication & Timeliness
Clarity and Actionable Review
Total Data Integrity & Compliance: Expect your financial records to be reconciled, categorized, and compliant to the penny. We guarantee that your monthly reports will be tax-ready and audit-proof, providing a clear, reliable foundation for your CPA.
Clarity and Actionable Review
Proactive Communication & Timeliness
Clarity and Actionable Review
Clarity and Actionable Review: Expect more than just reports. Every month, we will provide a concise, plain-language summary of your Profit & Loss and Balance Sheet. This quick review will highlight key trends and potential cost-saving opportunities, giving you the power to make smarter business decisions.
Certifications
Frequently Asked Questions
What makes Chasing Books Pro different from just using QuickBooks software?
QuickBooks is a powerful tool, but we are the certified experts who fully leverage it for your success. While QuickBooks automates data entry, we ensure every transaction is categorized correctly, provide monthly financial oversight, and offer proactive tax planning entirely within the QuickBooks ecosystem. We ensure your QuickBooks data is perfect, transforming the raw information into profitable decisions and guaranteeing you maximize the benefits of the software.
We're a small business. Do you handle payroll and taxes, or do we still need a separate CPA?
We handle all your day-to-day and month-to-month needs, including full payroll management using QuickBooks Payroll modules and 1099 compliance. We do not file your final income tax returns; that is the legal work of a Certified Public Accountant (CPA). However, our Tax Strategy & Year-End Prep service means your CPA receives perfectly organized, QuickBooks-ready books, saving you money and hassle during tax season. We work with your CPA.
How do you handle my financial data? Is it secure?
Security and privacy are our highest priorities. We are QuickBooks specialists and only work within the secure, encrypted environment of QuickBooks Online and its approved modules. We access your accounts only with secure, read-only connections and utilize multi-factor authentication (MFA). Chasing Books Pro's focused approach ensures your sensitive data remains protected and confidential within the industry-leading platform.
How long does the onboarding process take before my books are truly "pro-level" in QuickBooks?
It depends on the current state of your books. For new businesses using our Startup Consulting, we can establish and configure your QuickBooks file quickly, usually within 1-2 weeks. If you require a clean-up (which we assess in your consultation), it may take 4-8 weeks to get the historical data accurate and fully reconciled in QuickBooks. Once onboarding is complete, you immediately move into stress-free monthly management.
What if I just need advice on a specific issue, like setting up systems for a new venture?
That's precisely what our specialized services are for. We offer dedicated packages like Startup Business Consulting to configure and customize your QuickBooks file, modules, and workflows from day one. If you're unsure which QuickBooks service you need, simply schedule a free consultation, and we'll create a personalized roadmap for your business.
Do I have to sign a long-term contract?
We prefer to earn your business every month. Our core QuickBooks bookkeeping and financial management services are offered on a monthly agreement basis. This ensures we are always motivated to deliver exceptional value and allows you the flexibility you need. Our goal is a long-term partnership based on mutual success, not a forced contract.
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