Small Business Bookkeeping

Organized Books.
A Clear View of Your Income & Expenses.

Consistent bookkeeping to keep your day-to-day transactions organized, your accounts reconciled, and your income statement ready for review.

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Practical support for business owners

Stay Focused on Running Your Business

Work directly with Erika Clark for dependable bookkeeping that keeps your records current and gives you a clearer picture of revenue, expenses, and profit.

Transaction Organization

Categorize business income and expenses in QuickBooks to keep your day-to-day records orderly.

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Account Reconciliations

Reconcile your bank and credit card accounts and identify items that need clarification.

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Income Statement Reporting

Receive an income statement (profit and loss) showing business revenue, expenses, and net income for the reporting period.

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Clear scope. Consistent support.

Bookkeeping Built Around Your Business

Choose the package that fits your account count, transaction volume, and communication needs. Onboarding establishes access, the starting point for your records, and the monthly workflow.

Your Bookkeeping Deliverable

The financial report provided with these packages is an income statement (profit and loss). It summarizes what your business earned, what it spent, and the resulting profit or loss.

Any prior-period catch-up work or additional needs are reviewed and scoped before work begins.

Bookkeeping packages

Basic, Standard & Elite

Select a starting point for a personalized proposal. Package scope and fees are confirmed before your engagement begins.

Basic

Basic Bookkeeping

Custom quote

  • 2-week onboarding period
  • QuickBooks subscription
  • Up to 2 accounts managed
  • Up to 150 combined transactions per month
  • Unlimited email and phone support
  • 1 virtual meeting per quarter
  • Income statement (profit and loss)
  • Up to 75 customer invoices
  • 30% discount on tax filing
Discuss Basic

Standard

Standard Bookkeeping

Custom quote

  • 3-week onboarding period
  • QuickBooks subscription
  • Up to 4 accounts managed
  • Up to 250 combined transactions per month
  • Unlimited email and phone support
  • 2 virtual meetings per quarter
  • Income statement (profit and loss)
  • Up to 150 customer invoices
  • 30% discount on tax filing
Discuss Standard

Elite

Elite Bookkeeping

Custom quote

  • 4-week onboarding period
  • QuickBooks subscription
  • Up to 5 accounts managed
  • Unlimited transactions
  • Unlimited email and phone support
  • 2 virtual meetings per quarter
  • Income statement (profit and loss)
  • Up to 150 customer invoices
  • 30% discount on tax filing
Discuss Elite
30% tax-filing discount with every bookkeeping package.

Tax preparation is a separate engagement. The tax-filing discount replaces the previous package offers; business tax filing is not included in Elite.

How it works

A Clear Path to Getting Started

1

Share Your Needs

Tell me about your goals, timeline, and the support you need.

2

Agree on the Scope

Receive a proposal that explains services, responsibilities, and fees.

3

Move Forward

Get started with clear next steps and ongoing communication.

Frequently asked questions

Bookkeeping Questions, Answered

Which financial report will I receive?

Your bookkeeping package includes an income statement, also called a profit and loss statement. It reports revenue, expenses, and net income for the period. Other financial statements are not included in these bookkeeping packages.

Are accounts payable and accounts receivable management included?

AP/AR management is not included. Customer invoice preparation is limited to the number of invoices listed in your selected package.

Is tax filing included in a package?

Tax filing is separately engaged. Basic, Standard, and Elite each offer a 30% discount on tax filing. Elite does not include business tax filing.

How do I choose the right package?

We’ll review your account count, transaction volume, current records, and support needs during a consultation, then agree on the package and fees in your proposal.

Who will I work with?

You will work directly with Erika Clark, founder of Clark Accounting & Tax Services, with corporate accounting experience and bookkeeping certification through Intuit.

Let’s Get Your Books Organized

Tell me about your business and the bookkeeping support you need.

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Corporate Accounting & Outsourcing

Experienced Accounting Support. Flexible Solutions.

Contract accounting, outsourced accounting, and project support for established businesses and corporate accounting departments.

I help controllers, CFOs, and accounting managers maintain accurate financials, meet reporting deadlines, and manage changing workloads.

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Contract Accounting

Experienced support for temporary, interim, or ongoing accounting needs.

  • Month-end and quarter-end close

  • Journal entries and general ledger support

  • Balance sheet reconciliations

  • Intercompany accounting and variance analysis

Integrate support into your existing accounting operations with a clearly defined scope.

Outsourced Accounting

Reliable support for recurring accounting responsibilities.

  • General ledger maintenance

  • Recurring entries, accruals, and prepaids

  • Account reconciliations and supporting schedules

  • Financial reporting and monthly review

Build a consistent accounting rhythm around your reporting calendar.

Project Support

Targeted assistance for specific accounting projects and deadlines.

  • Account cleanup and backlog reconciliation

  • Audit preparation and documentation

  • System transition support

  • Reporting templates and process improvement

Agree on deliverables, milestones, and timelines before work begins.

Technical Knowledge. Practical Experience.

General Ledger & Close

Journal entries, account reconciliations, fixed assets, accruals, prepaids, intercompany accounting, and month-end and quarter-end close.

Financial & Technical Reporting

Financial reporting, variance analysis, SEC reporting support, US GAAP, SOX documentation, intangible assets (ASC 350/360), fair value (ASC 820/815), and pension accounting (ASC 715).

Accounting Systems

SAP S/4HANA, Oracle, NetSuite, Sage Intacct, BlackLine, QuickBooks, Yardi, Salesforce, and Excel, including PivotTables, VLOOKUP, and advanced formulas.

Meet Erika Clark

Introduction video coming soon.

A short introduction to my background, approach, and how I can support your organization’s accounting needs.

Corporate Accounting Experience

I’m Erika Clark, founder of Clark Accounting & Tax Services, LLC. My corporate accounting background includes financial reporting, technical accounting, general ledger management, and process improvement across public and private organizations.

Professional employment experience

Warner Bros. Discovery | Senior Accountant
Quarterly SEC reporting templates, intercompany journals, intangible asset reporting, fair value entries, and pension accounting.

Mauser Packaging Solutions | Senior Accountant
Monthly and quarterly close, reconciliations, customer rebate accounting, variance analysis, and audit support.

FirstKey Homes | Senior Staff Accountant
Full-cycle close, property-related accounting, intercompany reconciliations, and SOX documentation.

RouteMatch (acquired by Uber) | Staff Accountant
Accounts receivable, revenue reconciliations, financial reports, and migration support from QuickBooks to Sage Intacct.

These organizations reflect my individual employment experience. They are not represented as clients of Clark Accounting & Tax Services, LLC.

Flexible Engagement Options

Hourly Contract

Flexible support for short-term or ongoing assignments, with hours and responsibilities agreed in advance.

Monthly Outsourcing

Recurring accounting responsibilities within a defined monthly scope and reporting schedule.

Project-Based

Clear deliverables and milestones for cleanups, system transitions, reporting projects, and audit preparation.

A Simple, Collaborative Process

1. Initial consultation: discuss your needs, objectives, systems, and timeline.

2. Custom proposal: receive a defined scope, engagement structure, and fee.

3. Get started: agree on access, deliverables, and expectations.

4. Ongoing collaboration: stay informed through regular communication and status updates.

Services are tailored to your organization’s needs, workload, and goals.

Common Questions

What types of companies do you work with?

I support established businesses and corporate accounting departments that need recurring accounting help, interim coverage, or project support. Each engagement is evaluated for scope, fit, and availability.

Which accounting systems have you used?

My experience includes SAP S/4HANA, Oracle, NetSuite, Sage Intacct, BlackLine, QuickBooks, Yardi, Salesforce, and advanced Excel.

How is pricing determined?

A custom proposal reflects the complexity, estimated time, deliverables, and duration of the assignment. Hourly, monthly, and project-based structures are available.

Is there a minimum engagement period?

The duration and any minimum commitment are defined in your proposal based on the work required.

Can you work with an existing accounting department?

Yes. I can coordinate with your controller, CFO, or accounting manager and work within agreed processes, systems, and reporting deadlines.

How do I get started?

Schedule a consultation or complete the corporate inquiry form on this page so I can learn about your needs and recommend an engagement approach.

Let’s Discuss Your Accounting Needs

Schedule a Consultation →