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About us
We offer accounting solutions tailored to small and medium-sized enterprises. Our commitment to enhancing value through prompt and efficient service is rooted in our understanding of the pivotal role that precision and dependability play in your business’s success.
Why UpKeep Books?
LIMITED TIME?
No worries. We’re here to assist!
At UpKeep, we acknowledge the demands of a hectic schedule. Therefore, we’ve crafted a system to liberate your time for what truly matters, while we ensure your books remain current.
myUpkeep Portal
At Upkeep, we leverage technology through myUpkeep platform to enhance customer engagement and experience, providing features such as:
- Convenient access via a magic link, eliminating the need for password memorization.
- Secure document sharing.
- Real-time access to our queries and the ability to respond.
- Access to your financial statements.
- User-friendly interface
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Our Service Process
Introducing our comprehensive financial services tailored to meet the diverse needs of your business.
01
Onboarding
We set up QuickBooks, help you connect the bank accounts and platforms, and provide access to our portal for easy communication and document sharing.
02
Categorization and questions
We work on your books and communicate thought our portal any questions or requirements to process your books.
03
Delivery of financial statements
Upon month closing, we deliver the financial statements for our review.
Learn about our complete process and how we can help you with your project
Our Clients
Heidy Guzmán
Clinical Director. Guzman Psychotherapy.
I used to try and do my own books myself. After hooking up with UpKeep Books, I’ll never try to do it myself again! They reorganized all of my accounts and have kept everything accurate ever since. They handle all aspects of my bookkeeping and only reach out once a month for a question or two on transactions. Everything is very easy & seamless!
Brian Vasquez
President | Landshark Realty LLC
Upkeep has been a pleasure to work with. Every single interaction with their team is incredibly professional and positive. They have allowed my clients to be better organized for tax season and throughout the year to do tax planning. They have also reduced the stress of bookkeeping on my clients which has been a huge relief for everyone involved. Let Upkeep handle the stress of bookkeeping so you don’t have to. It’s an investment worth making!
Aaron Zimmerman, CPA
Lipschultz, Levin & Gray, L.L.C.
My bookkeeping and taxes have always been one of my biggest pain points as an investor. It wasn’t until I started working with upkeep books that I began to have peace of mind and clarity around my books. I have several different businesses that were convoluted and messy. I wish I had hired Upkeep sooner and highly recommend making them part of your team as soon as possible. It’s NEVER too early.
Jonathan Klemm
Business Development. Kimball Capital
I would highly recommend Andrea and her team for your bookkeeping needs! I have been working with this company for a few years now and they have made my life so much easier and my accountant so much happier. My books are organized and up to date with very little effort on my side. This is the best hire I have made in my business since opening up in 2020!
Jonathan Seyfert
Business Owner. Cottontail Properties
Working with Andrea at Upkeep Books and Support has been fantastic! It’s so hard to find reliable help in accounting and bookkeeping, but Andrea and her team have gone above and beyond. They’ve streamlined our financial processes and been a dependable partner every step of the way. Highly recommend!
Adrianne Ziarkowski
Monolith Landscape Design
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Q&A
Why is it important to correctly identify transactions with vendors?
Accurate identification of transactions with vendors enables the business to track and pinpoint vendors that will require a 1099 in the subsequent year.
How can I maintain an accurate record of my income and expenses?
It is recommended to employ an accounting software to keep a precise record of income and expenses, where all transactions related to the company’s operations can be logged.
Why are accounting books essential for a company?
Accounting books provide insight into the financial reality of the company, revealing whether the company is generating profit or operating at a loss, and providing the exact operating costs. Additionally, accounting books facilitate tax obligations compliance.
How should I register a fixed asset?
An asset is classified as a fixed asset when it is an item that your company will not consume, sell, or convert into cash in the upcoming fiscal year. Fixed assets differ from current assets, which are either in cash or slated to be converted to cash within the next 12 months. Since a fixed asset is used over several years, it needs to be recorded in the balance sheet and depreciated over time as its value decreases.
What is accounting and financial management?
It is the process of obtaining information on the company’s financial operations. This information, to be useful, must be consistent, orderly, and methodical, and should be prepared by experienced accounting professionals.
Blog
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Why Small Businesses Need Professional Bookkeeping: A Comprehensive Guide
In the bustling world of entrepreneurship, small business owners often
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Increasing Business Success: An in-depth Look at Income and the Significance of Bookkeeping
Income, the lifeblood of any company, is a complex financial
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Optimizing Financial Potential: A Deep Dive into Business Assets
Sustaining success in the complex field of business management requires
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Optimizing Financial Potential: A Deep Dive into Business Assets
Sustaining success in the complex field of business management requires

Increasing Business Success: An in-depth Look at Income and the Significance of Bookkeeping
Income, the lifeblood of any company, is a complex financial

Why Small Businesses Need Professional Bookkeeping: A Comprehensive Guide
In the bustling world of entrepreneurship, small business owners often