O R C A

A C C O U N T I N G

Bookkeeping, Accounting, & Consulting

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A little bit about me

I’ M L E A H

I’m an ex-corporate senior accountant based in Eugene, Oregon. I work with startups, small, and medium-sized businesses and make their accounting feel a bit more easy, modern, more hands-off, and more stress-free through my custom solutions.

T H I N G S I L O V E

Coffee. Health & fitness. Animals — I adore my three rescues. The West Coast. Baking. True crime. Harry Potter. And I will happily nerd out about spreadsheets and formulas to anyone who will listen!

c o n t a c t

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Skills &

Expertise

Primary Services

  • Ideal for: businesses who just want it done for them, and done right.

    Included, Per Frequency **

    • Categorization

    • Reconciliations

    • Journal Entries

    • Accounting Close,

    • Financial Reporting,

    • Client Portal Access.

    Included Annually:

    • 1099 Filings (limited to 5) — $15 per additional filing.

    ** Frequencies = monthly, quarterly, semi-annually, annually

  • Ideal for: business owners who are just starting out, and just want their books set up for them, to avoid having to redo everything later.

    Includes:

    • Chart of Accounts customization, so it fits your business model

    • Bank feed and payment processor connections

    • Integration of key apps (payroll, invoicing, or CRM tools)

    • Ensure your automations, categorization, and reports are working properly

    • One 60-minute review meeting

  • Ideal for: businesses who need past months or years fixed or brought up to date, but want someone else to handle it completely and accurately.

    Includes:

    • Complete review, restoration, and update of your books

      • Chart of accounts review and repair

      • Bank feeds and automations review and repair

      • Balance sheet reconciliations (bank, credit card, loans, fixed assets, equity, etc)

      • Financial statements review and finalization

    • One 60-minute review meeting

    • CPA liaise

  • You have reliable historical numbers, but you’re not done yet. You want insight on the future. Can you hire that new employee? Invest in more equipment? Want to see how much you can take home by the end of the year?

    We start with your goals, and reverse engineer them, so you have the roadmap you need.

    Inquire for more details on how we serve our CFO level clients.

Extras

  • Live meetings per reporting frequency. Exclusive time for us to connect in real time, chat through any questions and updates — the floor is yours!

    Powered by Google Meet or phone call.

  • Overwhelmed by bill payments? We have you covered. We take over the up-front and back-end management, and all we need from you is your approval.

  • Invoicing take time. So does chasing customers down. We take over management of your receivables, automate them, and make them faster from end-to-end.

  • Need to pay yourself, employees, and want someone else to deal with the day-to-day? We handle the payroll side of hiring, onboarding, ongoing processing, and tax filings.

    Powered by Gusto.

  • All my services are on a “done-for-you” basis. I manage everything, and you can be as hands off as you’d like.

    Here is an example of a monthly bookkeeping client with no additional services:

    ………

    DAY 1

    I collect statements, receipts, invoices, and other documents for the previous month.

    DAY 2 - 14

    I do all your bookkeeping and accounting adjustments.

    DAY 15

    I deliver your management report, which includes your balance sheet, income statement, AR aging statement, AP aging statement, and cash flow statement.

    DAY 16 - 31

    The last half of the month, I cover whatever questions you have. If meetings are included in your package, we can meet live!

    ………

get in touch

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FAQs

What is bookkeeping?

Bookkeeping is the process of maintaining complete and accurate books for your business. At a minimum, this includesransaction categorization, reconciling bank, credit card, and other payment accounts, receipt documentation, and other balance sheet reconciliations.

Can you prepare my taxes?

I do not currently offer tax preparation. However, I liaise with whoever files your taxes, ensuring efficient communication and filing. I can also refer you to a few of my trusted CPAs upon request.

What accounting Softwares do you use?

Xero & Quickbooks Online

What are the consequences of bad accounting records?

You risk the following (at a minimum): missed deductions, tax penalties, loan & financing rejections, and inaccurate business decisions .

Unless mistakes and errors are corrected early on, they can tend to snowball down the road, and amended returns and costly bookkeeping clean-up may be necessary anyways amended returns.

c o n t a c t

Hours
Monday–Friday
10am–5pm

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Contact
Email

Join clients based in

Eugene, OR

Portland, OR

Cannon Beach, OR

Tillamook, OR

Astoria, OR

Long Beach, WA

Boca Raton, FL

Tampa, FL

New York, NY

Marin, CA

Austin, TX

Related Projects

A collection of topics focused on accounting and entrepreneurship, discussed, defined, and broken down in an effort to be digestible and informative, with a creative touch.


BLOG:

The Orca Blog

Podcast:

The Accounting Edit

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